Samsung to Supply Apple With Up to 200 Million Flexible OLED Panels Next Year [Report]

Samsung Display will supply Apple with 180 - 200 million flexible OLED panels for the iPhone next year, according to a report from The Korea Herald.

That's about four times the number of panels Samsung supplied this year and is worth about $19.8-22 billion in revenue at a supply price of $110 USD.

Improved yield rates at Samsung’s A3 panel production lines are being cited as the main reason behind the display maker’s decision to increase supplies to Apple next year. Earlier this year, the A3’s yield rate was around 60 percent, but it stood at over 80 percent in the latter half of the year.


“It looks like the yield rates have reached almost 90 percent, and the fact that Samsung reached such levels even after the world’s highest quality flexible OLED standards were applied, is quite significant,” said one industry watcher.

At a 90% yield rate, Samsung Display can produce about 224 million 6-inch panels per year, says the site. Samsung considered supplying Apple by investing in its new A5 lines but decided to stick with the existing A3 lines.

Apple is expected to release a larger 6.46-inch OLED iPhone in 2018, alongside the 5.8-inch device. Please follow iClarified on Twitter, Facebook, or RSS for updates.

Read More