Samsung, LG Secure Apple’s 2026 OLED Supply for 90 Million iPhone 18 Pro Panels
Updated
Updated · 9to5Mac · Jun 23
Samsung, LG Secure Apple’s 2026 OLED Supply for 90 Million iPhone 18 Pro Panels
3 articles · Updated · 9to5Mac · Jun 23
Summary
Samsung Display and LG Display have started mass-producing OLED panels for Apple’s second-half 2026 devices, taking the full lineup after BOE was sidelined by earlier quality problems.
BOE lost out after issues with iPhone 17 Pro panel shipments last year; the report says deliveries resumed only in April, pushing Apple to rely solely on the two South Korean suppliers.
Samsung will exclusively supply panels for the foldable iPhone, iPad mini and MacBook Pro, with estimated orders of 10 million foldable iPhone panels and 2 million iPad mini panels.
LG will exclusively provide 34 million Apple Watch Series 12 panels, while Samsung and LG together are set to supply 90 million OLED panels for the iPhone 18 Pro and Pro Max.
That concentration underscores Apple’s weight in South Korea’s display industry: the U.S. accounted for 45.6% of Samsung Display revenue and a presumed Apple customer made up 58.4% of LG Display revenue.