Again a report surfaces about Apple's iPhone OLED planes. This report from Korea was interesting, but it has also been deleted.
It has been rumored for a long time that Apple would likely be adopting OLED displays for the iPhone. Recent reports say that Apple is introducing the first OLED iPhone in 2017. Other reports claim 2018. Today the Korean Herald ran a report about a deal between Samsung and Apple about OLED displays that was taken seriously by investors, as it sent down LG Display shares 6.7%.
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The report said that Samsung will supply Apple with 5.5-inch OLED screen starting in 2017. The annual volume would be 100 million. The deal is valued at $2.6 billion. What is interesting is that the report has been deleted. The deletion could mean that the report is true. It could also mean it is totally false.
The Korean Herald is though referencing the report in this story about LG Display's stock decline. LG Display is making 40% of the LCD screens in the current iPhone. Obviously LG Display would lose business when Apple switches to OLED. LG Display is making OLED panels, but seems to have only established itself in the larger OLED panel segment for TVs. Samsung has the competitive edge for smartphone OLED panels.
Sharp is another player in the OLED smartphone display market. Especially now that Foxconn is owning the company a deal with Apple has also been talked about.
The iPhone 7 will still be on LCD. The OLED screen might be the big new feature in the iPhone 7.