Nikkei’s Chinese branch publication is reporting that Apple will switch its iPhones from LCD panels to OLED ones starting in 2017 following the signage of a reported deal between the company, LG and Samsung, worth up to $12 billion. Cupertino will apparently have enough inventory to build them into a theoretical iPhone 7s.
Other reports have suggested a 2018 or, in KGI’s case, a 2019 switch-over. But Nikkei claims that Apple is in a rush to keep sales growth going as it has not been doing too well with iPhone 6s inventory and would need a major aspect tweak in order to get through another “s” season in 2017.
Insider sources have previous talked about Samsung’s provisions capacity in its end of the Apple deal, saying that the company may be able to yield up to 90,000 panels a month starting in 2017. Given the enormity of iPhone sales numbers, it may seem that output paired with what LG could possibly ship out would not be enough to sate customer demand.