According to reports from Korea, Apple has started to sign agreements regarding the supply of OLED displays for the next iPhone model (iPhone 14). As always, the main supplier will be Samsung Display, which will supply 80 million units of its latest LTPO AMOLED display (M12 stack) to Apple.
Apple is set to release four iPhone models. The iPhone 14 (6.1-inch), 14 Plus (6.7-inch), 14 Pro (6.1-inch) and 14 Pro Max (6.7-inch).
The report also updates of Samsung's Korean material supply chain for its latest M12 stack. Duksan Neolux will supply the red and green emitter materials (based on UDC's emitters) and the HTL layer. Samsung SDI will supply the green host and Solus Advanced Materials will supply the ETL. Other materials will be supplied by companies outside of Korea.
A few weeks ago Apple canceled BOE's current iPhone AMOLED orders following a change in design that BOE performed without informing Apple. Reports suggest that Apple is now re-evaluation new BOE OLEDs for its iPhone 13, but it is likely that it will reduce its reliance on BOE displays, which will benefit Apple's other suppliers (SDC and LGD).
