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<\/p>\nSeptember 3, 2024<\/p>\n
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Japan Display (JDI) and Sharp stand to lose lucrative display supply deals with Apple as a result of the US vendor shifting all its iPhone models to OLED screens,\u00a0Nikkei Asia\u00a0<\/em>reported.<\/p>\n The Japanese news outlet stated Apple will drop LCDs from lower-tier iPhone SE models from 2025, effectively ending a long-standing relationship with the two component suppliers, which\u00a0Nikkei Asia<\/em>\u00a0stated once held a combined 70 per cent share of the US device-maker\u2019s smartphone display business.<\/p>\n Nikkei Asia<\/em>\u00a0reported Apple already began ordering OLEDs for its future iPhone models from current suppliers BOE Technology Group in China and LG Display in South Korea, though added the device maker remained tight lipped when asked about its plans.<\/p>\n It reported Samsung\u2019s display unit is Apple\u2019s biggest OLED supplier, providing around half of the vendor\u2019s needs.<\/p>\n If correct, Apple\u2019s switch to all-OLED iPhones would be bad news for JDI and Sharp, which\u00a0Nikkei Asia<\/em>\u00a0states do not mass produce the screens for smartphones.<\/p>\n Apple\u00a0accelerated a shift to OLEDs<\/a>\u00a0in 2019, having deployed the screen type on its\u00a0iPhone X<\/a>\u00a0model in 2017.<\/p>\n At the time, reports linked JDI with an uptick in production of the displays, though\u00a0Nikkei Asia\u2019s<\/em>\u00a0article suggests the company has so far only scored wins in screens for Apple\u2019s Watch and is instead focused on rejigging its LCD business for the automotive sector.<\/p>\n Sharp, meanwhile, reportedly closed one LCD plant mostly associated with the TV business, and cut back output at another facility.<\/p>\n