NewsBite analysis · Business, Hardware
9to5mac
Apple’s 2026 OLED lineup will reportedly rely entirely on Samsung and LG
As Apple gears up for its 2026 product launches, Samsung and LG have commenced mass production of OLED panels, marking a complete reliance on these two suppliers. This decision ends the previous partnership with BOE due to quality disruptions in past shipments. The new OLED technology is expected to enhance performance in products like the iPhone 18 Pro and Pro Max, the foldable iPhone, and the Apple Watch Series 12. The implications of this move underscore Apple's vital role in sustaining South Korea's OLED industry, which is heavily dependent on its business.
MonitorConfidence: HighShort term horizon
Published 23 Jun 2026, 22:30 UTC2 min read
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Summary
TL;DR
- Samsung and LG to supply all OLED panels for Apple's 2026 lineup.
- BOE was excluded due to previous quality issues.
- Mass production already started for iPhone 18 Pro and iPad mini.
- LG will supply OLED panels for the Apple Watch Series 12.
- Apple's partnerships significantly impact South Korea's display revenue.
Interesting facts
- Apple accounts for over 45% of Samsung Display's revenue.
- LG Display's revenue is also highly dependent on Apple.
- The new OLEDs will adopt LTPO+ technology to improve efficiency.