The Wall Street Journal
These screens will be manufactured by Samsung Display, the current supplier of the iPhone X. And it seems that no matter how much they have invested in LG Display and how much help they have received from Apple, is still not enough to meet the high demand from Apple .
According to a report in The Wall Street Journal, LG Display has been working hard to achieve mass production of OLED displays to meet Apple’s requirements. However, due to limited experience, high manufacturing costs and various problems, they have not been able to meet Apple’s requirements. This year possibly Apple will require more screens than last year , because it is expected the arrival of a successor to the iPhone X 5.8 inches but also the arrival of a new model Plus 6.5 inches.
Currently Samsung Display is the largest manufacturer of OLED screens in the world , mainly because it has the main factories and machines that can build these screens. And creating factories and machines that produce OLED displays is not an easy task. LG Display and Japan Display are some of the companies interested in achieving this, as long as they are suppliers for other companies that are requiring OLED displays in recent years, for example Apple.
For Apple, it is essential that LG Display is able to make OLED displays in a proper manner, since currently depends on Samsung Display exclusively for this purpose . It is true that Samsung has not had any problems in manufacturing the displays required by Apple in time, but it is not a smart idea to depend only on one supplier. If something were to happen in the next few months, the stock of iPhones could be seriously affected. On the other hand, if Samsung is the only supplier, it controls the price of each display.
Shareholders have repeatedly asked Apple to diversify its OLED screen suppliers . Hence, Apple has even helped LG Display to build new OLED display factories. The main problem is that the displays created by LG are not up to Apple’s requirements. Google’s Pixel 2 XL and the LG V30 for example use OLED displays made by them, but the quality is not as good as we can find on an iPhone X or the latest Samsung Galaxy Note displays. We’ll see if LG manages to join the iPhone production line in the coming months.