According to a new research note shared with investors this morning, KGI Securities analyst Ming-Chu Kuo says OLED iPhone panel supply is "controlled wholly by Samsung," with Samsung likely charging Apple $120 to $130 per OLED panel module, which is approximately $75 more than the 5.5-inch LCD module price of $45 to $55 for "Plus" sized iPhones.
Kuo details the structure of the new iPhone’s display which hw expects to include a flexible OLED panel, an OLED touch panel, a 3D Touch module, as well as an OLED panel module. The report also believes Samsung will be responsible for providing each OLED part with the only exception in the stack being the 3D Touch module.
Kuo details the structure of the new iPhone’s display which hw expects to include a flexible OLED panel, an OLED touch panel, a 3D Touch module, as well as an OLED panel module. The report also believes Samsung will be responsible for providing each OLED part with the only exception in the stack being the 3D Touch module.
OLED displays being provided by a single manufacturer may also explains some of the rumors we've heard about manufacturing difficulties and supply constraints. With that being said, Kuo explain that Apple most needs to find another company that can supply OLED displays, and Apple is making an effort to do so. Apple is said to be investing billions in LG's OLED smartphone production with the goal of eventually securing 45,000 panels per month for future iPhones starting in 2019.
When speaking to 3D Touch module, this is the one part of the display stack Samsung doesn’t touch, KGI believes the pressure sensitive display technology is likely why Apple is believed to have abandoned Touch ID on the OLED iPhone. While Apple's initial goal is to embed Touch ID under the display, so the analyst think that the OLED sensor could bring adverse scanning performance.
Apple is expected to debut a radically redesigned iPhone that features an OLED of an edge-to-edge display, a vertical rear camera, a facial recognition system that eventually replaces Touch ID, a much-improved processor, and wireless charging functionalities. Alongside the OLED iPhone, Apple is also expected to announce 4.7 and 5.5-inch iPhone 7s Series at September 12 Events at Apple Park's Steve Jobs Theater.
When speaking to 3D Touch module, this is the one part of the display stack Samsung doesn’t touch, KGI believes the pressure sensitive display technology is likely why Apple is believed to have abandoned Touch ID on the OLED iPhone. While Apple's initial goal is to embed Touch ID under the display, so the analyst think that the OLED sensor could bring adverse scanning performance.
Apple is expected to debut a radically redesigned iPhone that features an OLED of an edge-to-edge display, a vertical rear camera, a facial recognition system that eventually replaces Touch ID, a much-improved processor, and wireless charging functionalities. Alongside the OLED iPhone, Apple is also expected to announce 4.7 and 5.5-inch iPhone 7s Series at September 12 Events at Apple Park's Steve Jobs Theater.
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