Buzz
Specifically, information from The Elec reveals that Samsung Display was granted a license to produce OLED back panels by Apple on August 1, ahead of competitors LG Display and BOE. LG Display, the company supplying OLED back panels for both iPhone Pro models, has received approval for the smaller model, while production of OLED back panels for the larger model is expected to commence within 1 or 2 months. As for BOE, the screen supplier for iPhone models and , it is still awaiting approval from Apple.
Read more:44% of Android users plan to switch to iPhone 15 due to USB-C port
Samsung has begun production of OLED back panels for the iPhone 15 lineupRumors suggest that the iPhone 15 Pro and iPhone 15 Pro Max will have thinner bezels compared to previous models, and reducing the size of these bezels is causing manufacturing issues. LG Display is reported to have encountered obstacles in deploying smaller bezels. Additionally, both this company and BOE are struggling to supplement the necessary cuts for the Dynamic Island. Consequently, BOE later had to hand over the initial batches of OLED to Samsung.
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Although LG Display received approval from Apple later, industry observers believe that LG's losses may be mitigated due to other production disruptions occurring in the camera module supply chain. Camera sensors for the iPhone 15 series are mainly supplied by Sony, while prospective lens components rumored for the Pro Max model come from LG Innotek.
According to the report, Apple may prioritize production of the 6.1-inch Pro model over the 6.7-inch Pro Max, which is currently facing significant production issues, to ensure a 50-60% supply for the Pro models this year. Let's wait and see!
