What They Say
ETNews reported that LG Display has now started shipping LTPO AMOLED displays to Apple, breaking what has up to now been an exclusive deal with SDC.
What We Think
In its recent market seminar, DSCC said that it expected LTPO to keep growing (chart below). Visioonox and BOE are shipping to Honor but only SDC and LGD are supplying Apple. DSCC said that LGD is supplying for the iPhone 14 Pro Max.
Separately, DSCC updated on the supply situation for the iPhone 14 Pro and Pro Max after the problems in Zhengzhou. (iPhone Assembly Hit by Covid Lockdown). The firm originally thought that the iPhone 14 series would be 16% higher in volume than the iPhone 13, but has now reduced that to 10%. (BR)
