Samsung Might Remain Sole Supplier of OLED Displays for Apple [The Motley Fool]
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Source: The Motley Fool
Apple has been hoping to bring on LG as a second supplier, but the Korean company is running into manufacturing problems. Evan Niu, CFA ( TMFNewCow ) Apr 20, 2018 at 6:53PM Easily the biggest cost driver in Apple 's ( NASDAQ:AAPL ) flagship iPhone X is the OLED display. When the device launched last November, IHS Markit estimated that the display panel alone cost a whopping $110 , which is more than twice what a traditional LCD panel -- like those found in iPhone 8 and 8 Plus -- costs. Samsung has been the sole supplier for OLED panels thus far, and Apple has been hoping to diversify its OLED supplier base by adding LG . Generally speaking, adding additional suppliers not only reduces supply-chain risk, but also helps with costs, as those suppliers must compete against each other on price. It appears that those efforts are hitting a roadbl
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