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Limited LTPO Capacity Forces Apple to Use only Samsung Panels in the iPhone 13 Pro and Pro Max
One fourth of OLED panels used by the iPhone 12 lineup were reportedly supplied by LG, but the supply chain will look a little different later this year. A new report from the Korean media claims that the two most expensive iPhone 13 models will boast LTPO OLED technology supplied exclusively by Samsung Display. Two iPhone 13 models will boast LTPO OLED panels with a refresh rate of 120Hz. LG Display will remain an Apple supplier but because the company is not yet capable of producing sufficient LTPO OLED panels, Apple will depend entirely on Samsung to acquire displays for the two most powerful iPhone 13 variants. LG expects to supply Apple with LTPO OLED solutions by 2022, but Samsung Display is reportedly already looking to increase its LTPO OLED production capacity in anticipation of the iPhone 13 Pro and Pro Max. Samsung Display is expected to convert part of its A3 line at the Asan plant for LTPO production. The line has a capacity of 105,000 sheets/month but the company only needs to deliver 60,000 LTPO OLED sheets/month. Currently, LG can only produce 5,000 LTPO sheets/month at its Paju plant but is installing additional equipment to increase its production capacity to 25,000 sheets/month for operation in 2022. BOE, which has just qualified go the iPhone 12 is not a plyer in LTPO.
One fourth of OLED panels used by the iPhone 12 lineup were reportedly supplied by LG, but the supply chain will look a little different later this year. A new report from the Korean media claims that the two most expensive iPhone 13 models will boast LTPO OLED technology supplied exclusively by Samsung Display. Two iPhone 13 models will boast LTPO OLED panels with a refresh rate of 120Hz. LG Display will remain an Apple supplier but because the company is not yet capable of producing sufficient LTPO OLED panels, Apple will depend entirely on Samsung to acquire displays for the two most powerful iPhone 13 variants. LG expects to supply Apple with LTPO OLED solutions by 2022, but Samsung Display is reportedly already looking to increase its LTPO OLED production capacity in anticipation of the iPhone 13 Pro and Pro Max. Samsung Display is expected to convert part of its A3 line at the Asan plant for LTPO production. The line has a capacity of 105,000 sheets/month but the company only needs to deliver 60,000 LTPO OLED sheets/month. Currently, LG can only produce 5,000 LTPO sheets/month at its Paju plant but is installing additional equipment to increase its production capacity to 25,000 sheets/month for operation in 2022. BOE, which has just qualified go the iPhone 12 is not a plyer in LTPO.
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