Companies

Apple to Adopt OLED Screens Across All iPhone Models by 2025, Impacting Display Market

Published September 4, 2024

Apple Inc. AAPL, a global leader in technology, has made a strategic decision that is expected to significantly shape the future of its iPhone offerings and potentially influence the broader display market. Sources indicate that by the year 2025, the company plans to implement organic light-emitting diode (OLED) technology across its entire iPhone range. This move will not only affect the top-tier flagship models but will also extend to the more affordably priced offerings, such as the iPhone SE, marking a substantial shift in Apple's display strategy.

Industry Impact and Apple's Display Evolution

The integration of OLED displays into all iPhone models signals a noteworthy transition from Apple's current approach, where OLED screens are reserved for only its premium devices. The inclusion of the technology in entry-level models underscores Apple's commitment to enhancing user experience through superior display features such as deeper blacks, higher contrast ratios, and increased color accuracy. This shift also suggests a potential uptick in demand for OLED panels, which would have vast implications for display manufacturers and the supply chain. LG Display Co., Ltd. LPL, a company specializing in the production of both TFT-LCD and OLED technology panels, stands to be affected by this development. With headquarters in Seoul, South Korea, LG Display is positioned as a key player in the industry that could experience increased demand for its OLED offerings in the wake of Apple's decision.

Strategic Considerations for Apple and Stakeholders

Apple AAPL, known for its innovation and market influence, seems poised to continue setting trends with its plans to fully incorporate OLED across its iPhone lineup by 2025. This ambitious move could raise the standards for smartphone displays and pressure competitors to follow suit. Furthermore, Apple's adaptation may enhance its competitive edge in the market and influence consumer expectations for display quality in mobile devices. From an investment standpoint, the implications for companies tied to OLED manufacturing and supply, such as Japan Next Generation Display Inc. JNNDF, may be significant. These firms could see heightened interest from investors anticipating growth propelled by Apple's extensive reach in the smartphone sector.

Apple, OLED, iPhone, LGDisplay, Technology, Market