Samsung, LG, and BOE are currently supplying Apple with display panels for the iPhone 14 series, with Samsung accounting for the largest number of orders. According to The Elec
, Samsung accounts for more than 70% of OLED panel orders. In addition to its market leadership, competitors LG and BOE have encountered setbacks in varying degrees in terms of supply.
According to sources, Apple is expected to have ordered more than 120 million OLED panels for the iPhone 14 series this year, of which Samsung will supply at least 80 million. The estimated shipments of LG and BOE are 20 million and 6 million respectively. No matter what the final figure is, Samsung has taken most of the orders.
uses LTPS OLED screens on the iPhone 14 and iPhone 14 Plus, and LTPO OLED screens on the iPhone 14 Pro and iPhone 14 Pro Max. Samsung supplies OLED panels for all models, LG supplies the iPhone 14 and iPhone 14 Pro Max, and BOE only supplies the iPhone 14.
It is understood that of the 80 million OLED panels shipped by Samsung, more than 60 million belong to the iPhone 14 Pro and iPhone 14 Pro Max, because the sales of these two high-end products are better than expected. LG could have provided more OLED panels for the iPhone 14 Pro Max, but encountered production problems, causing Apple to turn to Samsung for orders.
Recently, it has been reported that since December this year, the demand for iPhone 14 Plus panels has tended to zero. Although many people have guessed that the sales of the iPhone 14 Plus are mediocre, it may be worse than expected. In fact, the sales of the iPhone 14 are not very good, also lower than expected, but the situation is better than that of the iPhone 14 Plus.