Even before the iPhone X had been officially announced, multiple reports suggested that Apple would source OLED display panels for the handset from Samsung and LG. Samsung has a strong position in the mobile OLED panel market so the bulk of the orders were expected to land in its lap with LG filling the rest. LG has now confirmed that it didn’t supply a single iPhone X OLED display panel in 2017.
This means that Apple is completely reliant on Samsung for OLED panels that it has introduced for the first time to its smartphone lineup with the iPhone X. Meanwhile, LG remains undecided about future panel supply.
LG Display, the company’s display division, has confirmed in a regulatory filing that it hasn’t decided anything about future panel supply for the iPhone X at this point in time.
LG has been making moves to challenge Samsung in this market. It has recently received approval from the South Korean government to set up a $4.5 billion OLED panel manufacturing plant in Guangzhou, China.
Catching up with Samsung in this market won’t be easy, though. The company accounts for 97 percent of the global mobile OLED panel market right now and is also taking steps to further consolidate its position.
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