Apple’s purchases of OLED panels in 2018 will reach 110-130 million units, including 70-80 million 5.9-inch units for the current iPhone X and an upgraded version of the same size. The remaining will be 40-50 million 6.5-inch OLED panels for the production of a less expensive model, said the sources.
Given the wording in the above quote from today’s DigiTimes article, the “5.9-inch” reference could overlooked as a typo, but claiming the 6.5-inch OLED panels are for a “less expensive model” seems off the mark.
Several reliable sources claim Apple is readying a second-generation version of the iPhone X with the same 5.8-inch OLED display, along with a larger “Plus” size with a 6.5-inch display. Design wise, both the 5.8-inch iPhone and 6.5-inch iPhone coming in 2018 are expected to look similar to the current iPhone X, with an edge-to-edge display and notch for the TrueDepth camera, glass bodies for wireless charging support, and dual-lens rear cameras.
Along with these two OLED iPhones, which will likely be just as expensive as the current iPhone X, Apple is however planning to introduce a new, more affordable 6.1-inch iPhone with an LCD display.
DigiTimes claims 60 to 70 million Low-Temperature PolySilicon (LTPS) LCD panels have been earmarked for this device, and around the same number in 4-inch, 4.7-inch, and 5.5-inch sizes are destined for new iPhone 8, iPhone SE, and iPhone 7 devices this year. Other reports claim Apple could use a Full Active LCD display for an upcoming 6.1-inch device, which could match or exceed some of the benefits of OLED.
Otherwise, today’s report reiterates previous OLED supplier rumors for 2018. Apple is said to be sourcing the majority of its OLED displays for the 2018 iPhone lineup from Samsung, but LG Display seeks to become the second-largest supplier in the second half of this year, perhaps providing displays for the 6.5-inch OLED iPhone. Lastly, DigiTimes‘ sources claim Sharp and Japan Display could become Apple’s main suppliers of LCD panels, rather than shoring up extra OLED supplies, as previous report claimed.