Recently, Apple launched its iPhone 14 series OLED in the market, while Samsung Display share is predicted to swiftly exceed 70% by the end of this year. On the other hand, LG Display’s share is also speculated from early to mid 20%. While China’s BOE is predicted to grow by 5%. In addition to the information, the Shipment of finished iPhone 14 is estimated to be 90 million units by the end of the year.
As per the news coming from the display industry, the shipment of light-emitting diodes (OLEDs) for the iPhone 14 series is forecasted to reach 120 million units by the end of this year.
Talking about iPhone 14 series comprise four models and a lower lineup of 6.1-inch standard models and 6.7-inch Plus. Both have low-temperature crystalline silicon (LTPS) thin-film transistors (TFTs). On the other hand, the 6.1-inch Pro and 6.7-inch Pro Max apply low-temperature crystalline oxide (LTPO) TFT. Notably, Samsung Display supplies OLED to all four types. Whereas LG Display supplies two types, which are the 6.1-inch standard model (LTPS) and the 6.7-inch Pro Max (LTPO).
LG Display is predicted to deliver the iPhone 14 series OLED volume of 20 million units by the end of this year. While this would probably be a general-type model OLEDs.
Samsung Display expects to focus on LTPO models
BOE is predicted to ship 5 to 6 million units of the iPhone 14 general model OLED. Also, if the demand for the iPhone 14 series is on the higher side this year. And if Samsung Display put its focus on LTPO models then BOE is expected to increase the production of the general purpose OLED respectively. Although, both iPhone variant face decline in demand which makes it difficult to think of these expectations.
As mentioned above, the shipment of all four variants of finished iPhone 14 series products is forecast to reach 90 million units. This ratio of the professional lineup is predicted to exceed 60%. While the proportion of the lower lineup is expected to be below 40%. In contrast, the capacity of panels is higher than the shipments of finished products. As they depict production yield and inventory accumulation.
Also, Apple declares officially on its website. The production interruption of the iPhone 14 series Pro lineup at the Foxconn factory in Zhengzhou, China. It acts as a variable of finished products and panel shipments. According to CNBC, the delivery time of the iPhone 14 Pro and Pro Max in the US will be probably after Christmas. And, therefore it impacts Apple’s sales in the October to December quarter.