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Samsung Expected To Supply 120m to 130m OLED Displays For The iPhone 13, With LG Display Supplying 50m
Mass production for the iPhone 13 is expected to begin next month. Since Apple does not indicate which display suppliers will be producing the displays, or what the size, mix, and features will be for the iPhone 13. Expectations are that Apple will not change the size of the displays for the iPhone 13 from those of the iPhone 12, which would indicate a 5.4” iPhone Mini, a 6.1” iPhone 13 and iPhone 13 Pro, and a 6.7” iPhone 13 Pro Max, but there are expectations for other changes. In the iPhone 12 series, touch was embedded in the OLED display for the iPhone 12 Pro and Pro Max, while the Mini and the iPhone 12 used an attached touch system. The iPhone 13 Pro and Pro Max will adopt a refresh rate of 120 Hz., use LTPO (Low temperature Poly-Oxide). As the higher refresh rate would tax the battery, as the screen is redrawn twice as often, the use of LTPO allows the driver to update only the sub-pixel, which change since the oxide has low leakage current thereby reducing the power consumption vs. LTPS.
Current expectations are that Samsung Display will supply between 120m and 130m OLED displays for the iPhone 13, with LG Display supplying 50m, a big improvement over last year’s ~20m units, for a total of between 170m and 180m by the end of the year and based on these expectations. Samsung Display dedicated the entire output of its A3 OLED fab to production for the iPhone, and based on yield assumptions for flexible panels, Samsung would fall short of its expected goal especially given that it had to reduce its capacity to handle the extra mask steps for LTPO.. Samsung has been refitting a portion of its A4 OLED fab to produce LTPO displays, which when included, would allow Samsung to meet those production expectations. LG Display, based on capacity at its E5 and E6 fabs should be able to meet current target expectations. If Apple actually maintains current volume expectations for iPhone 13, it will represent a very substantial part of LG Display’s overall flexible OLED capacity for the year, will keep Samsung’s overall small panel utilization rate at a high level for much of the year, which they disclosed in their earnings call. The projections are shown in the next table. Reports indicate that BOE will supply 9m OLED panels, but they are likely to be for repair purposes as they were in 2029.
Source: JerryRigEverything
Table 1: iPhone 13 Display Production Forecast
Mass production for the iPhone 13 is expected to begin next month. Since Apple does not indicate which display suppliers will be producing the displays, or what the size, mix, and features will be for the iPhone 13. Expectations are that Apple will not change the size of the displays for the iPhone 13 from those of the iPhone 12, which would indicate a 5.4” iPhone Mini, a 6.1” iPhone 13 and iPhone 13 Pro, and a 6.7” iPhone 13 Pro Max, but there are expectations for other changes. In the iPhone 12 series, touch was embedded in the OLED display for the iPhone 12 Pro and Pro Max, while the Mini and the iPhone 12 used an attached touch system. The iPhone 13 Pro and Pro Max will adopt a refresh rate of 120 Hz., use LTPO (Low temperature Poly-Oxide). As the higher refresh rate would tax the battery, as the screen is redrawn twice as often, the use of LTPO allows the driver to update only the sub-pixel, which change since the oxide has low leakage current thereby reducing the power consumption vs. LTPS.
Current expectations are that Samsung Display will supply between 120m and 130m OLED displays for the iPhone 13, with LG Display supplying 50m, a big improvement over last year’s ~20m units, for a total of between 170m and 180m by the end of the year and based on these expectations. Samsung Display dedicated the entire output of its A3 OLED fab to production for the iPhone, and based on yield assumptions for flexible panels, Samsung would fall short of its expected goal especially given that it had to reduce its capacity to handle the extra mask steps for LTPO.. Samsung has been refitting a portion of its A4 OLED fab to produce LTPO displays, which when included, would allow Samsung to meet those production expectations. LG Display, based on capacity at its E5 and E6 fabs should be able to meet current target expectations. If Apple actually maintains current volume expectations for iPhone 13, it will represent a very substantial part of LG Display’s overall flexible OLED capacity for the year, will keep Samsung’s overall small panel utilization rate at a high level for much of the year, which they disclosed in their earnings call. The projections are shown in the next table. Reports indicate that BOE will supply 9m OLED panels, but they are likely to be for repair purposes as they were in 2029.
Source: JerryRigEverything
Table 1: iPhone 13 Display Production Forecast
