Samsung Display reportedly gets away with things no other Apple component vendor would dream of
That’s good news for the bottom line: The SE will likely use an older OLED design, so BOE can use existing parts inventory. But it’s not good news, as Apple has been trying to reduce its reliance on Samsung for screens. A new report from Information details how much power Samsung has over Apple as one of the only manufacturers capable of mass-producing high-end OLEDs to its specifications. Samsung Display reportedly gets away with things no other Apple component supplier would dream of, like not allowing Apple engineers into its facility and refusing to replace a supply of displays when a minor flaw is identified.
As much as Cupertino would like to cut ties with Samsung, it will likely be quite a few years before that becomes a reality. As long as you get your MicroLED production up and running, Apple will probably start small and use technology in watches first. Meanwhile, Samsung probably won’t lose any sleep over its competitor’s iPhone SE order. As the elect As he points out, the modern LTPO OLEDs Samsung makes for the iPhone 14 (and likely 15) cost more than twice as much as the legacy OLEDs the SE is supposed to use. Maybe things will be different in a few years, but until then, it looks like Samsung’s display production lines will be very busy making OLED panels destined for high-end iPhones.
