Samsung Display begins OLED production for ‘iPhone 8’ this month

“Samsung Display, the display-making unit of Samsung Electronics, is expected to start production of OLED panels for the upcoming iPhone later this month, industry sources told ET News on June 7,” ET News reports. “‘Apple recently approved the prototype panels. Samsung is making orders for parts and materials,’ an industry source said on condition of anonymity.”

“More than 10 million screens will be shipped every month,” ET News reports. “This year alone, Apple has reportedly ordered 80 million screens.”

“According to sources, the screen will use flexible OLED to cover the entire front body of the device, as against the Samsung Galaxy S8’s display area ratio at 83.6 percent, along with more aggressive curvature,” ET News reports. “The iPhone will not feature a curved screen [edge] due to low functionality, sources said. ”

Read more in the full article here.

MacDailyNews Take: Revving up the supercycle!

LG Display to invest $3.56 billion in flexible OLED plant – May 30, 2017
Samsung to supply OLED displays for Apple’s 5.28-inch iPhone 9 and 6.46-inch iPhone 9 Plus – May 30, 2017
Apple supplier LG Display invests $1.75 billion into flexible OLED displays – July 28, 2016
LG Display jacks up spending on OLED display production for Apple ‘iPhone 8’ – July 13, 2016
Samsung Display expected to benefit from AMOLED ‘iPhone 8’ shipments in 2017 – June 30, 2016
Samsung to invest $6.8 billion OLED display investment focused on Apple iPhone – June 20, 2016
Applied Materials’ OLED push capable of sourcing 100 million Apple iPhone displays – June 2, 2016
Leaked photos pretty much confirm 2016 MacBook Pro’s OLED touchpad – June 1, 2016
Apple’s rumored iPhone 8 OLED swap could boost Advanced Energy Industries – May 31, 2016
Thinner, lighter 2016 MacBook Pro may feature OLED display touch bar and Touch ID – May 24, 2016
Apple suppliers gear up to deliver OLED to 2017 iPhone – May 23, 2016
Apple’s iPhone 7 Plus to get OLED exclusively, other models to stick with LCD, analyst suggests – May 16, 2016
iPhone 7 leak reveals professional dual-camera system – May 14, 2016
Two technologies that could spur iPhone unit sales growth – May 4, 2016
Apple plans huge 5.8-inch iPhone with AMOLED display , sources say – March 8, 2016
Ming-Chi Kuo: Apple iPhone 7 Plus to offer innovative dual-camera configuration – January 28, 2016
Apple patent application reveals new dual camera zoom lens system – January 7, 2016

[Thanks to MacDailyNews Readers “Fred Mertz” and “Dan K.” for the heads up.]


    1. Apple does what it has to do now, but makes plans for alternate sources in the future. That is the path that Apple has pursued for its A-series processors (Samsung –> TSMC) and with radio chipsets (Qualcomm –> Intel –> Apple?). The same applies to displays – Samsung is the current leader in OLED displays. But Apple is working to leapfrog Samsung over the next five years.

      It takes time…

      By the way, when someone uses the term “fanboys” I immediately think f-ing troll.

  1. Despite the Samsung problem…

    Doesn’t it seem a little close to launch day to “begin” production of iPhone 8 components, especially a new screen? We don’t know the yields yet, we are three months out. This is splitting fine hairs here, any little hiccup could have catastrophic impact to production goals.

    1. Think rapid ramp-up to 10M per month. If the yields are lower early on, then there will be more waste (and higher unit cost) and the 10M objective may not be met.

      This is also one of the reasons why the initial retail supply of the iPhone 8 is likely to be highly constrained relative to demand. And this is just one iPhone model. Shipping 200+M units per year takes a lot of planning and effort.

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