Apple has decided to replace all its iPhone models with LCD screens to OLED screens. This change will be completed by early 2025. Apple has decided to introduce OLED screens in the fourth generation of iPhone SE. This will mark the end of LCD screens in Apple’s phone lineup. This change will have a huge impact on Apple’s supply chain. Japan’s LCD manufacturers are expected to be the most affected by this. Japan Display (JDI) and Sharp, which have long been making LCD panels for iPhones, will now be out of Apple’s phone business.
This change started with the iPhone X in 2017, when Apple first used OLED screens. Since then, Apple has gradually phased out LCD screens in its high-end models. The iPhone SE, which is Apple’s budget-friendly smartphone, was the last model to come with LCD technology.
According to Nikkei Asia, Apple has already started ordering OLED displays for the
new iPhone SE from China’s BOE Technology Group and South Korea’s LG Display. Mass production is expected to begin in October 2024 and it could be launched in early 2025.
The fourth-generation iPhone SE is rumored to have an iPhone 14-like design, Face ID, USB-C port, and an upgraded A18 processor. The screen size is expected to increase from 4.7 inches to 6.06 inches and the internal RAM will double to 8GB.
This change is a far cry from 2015, when JDI and Sharp supplied about 200 million LCD panels annually for the iPhone. According to Nikkei Asia, this number was expected to drop to about 20 million by 2023. As Apple is completely switching to OLED, JDI and Sharp are changing their strategies. JDI is focusing on LCD for automotive applications, while Sharp is reducing its LCD business.