Apple was then forced to overcome the production mishaps and hand the orders over to Samsung which overcharged it with higher prices for the extra equipment and capacity it had to deploy in a hurry.
It may even outrun Samsung in its share of the iPhone 15 Pro line production this year, which, given that the iPhone 14 Pro and 14 Pro Max represent 60% of the 2022 iPhone family sales so far, would bring a significant chunk of change to LG Display’s coffers.
Long story short, if Apple’s iPhone 15 series display orders to LG go according to plan, i.e. better than last year, Samsung’s monopoly over Apple’s OLED supply chain may finally crack.
Samsung, on the other hand, will be providing the displays for all four iPhone 15 models, including the less advanced LTPS screens with 60Hz refresh rate of the iPhone 15 and iPhone 15 Max, so it will still keep the majority stake in Apple’s OLED screen supply chain this year.
