Samsung, LG Pouring Billions Into OLED Manufacturing For Apple Products To Prevent Any Chinese Players From Obtaining Orders

wccftech.com:

Apple is said to unveil two OLED iPad Pro models to the world next year, followed by a MacBook Air bearing the same display technology. It is likely that these panels will be provided by Samsung and LG, two entities that are reportedly investing billions to secure orders from the California-based giant as they prepare themselves to avoid any involvement from Chinese competition.

Mass producing OLED panels for larger-screen products is a tricky process compared to smaller panels, which is why the technology was introduced to the iPhone range back in 2017 with the iPhone X unveiling. This is why, according to Nikkei Asia, both Samsung and LG have invested billions into new production lines to make bigger displays for future iPad and MacBook models and prevent Chinese manufacturers like BOE from entering the fold and taking away their market share.

Samsung is said to have invested $3.05 billion at its primary campus located in Tangjeong, South Korea, while LG is said to have spent $2.5 billion on production lines for midsize OLED units at its factory in Paju. The percentage of orders distributed between the two Korean firms has not been stated in the report, but our guess is that Samsung will take up the majority of the shipments due to its available resources.

With the two manufacturers joining forces, they have secured 80 percent of the worldwide OLED market, but Chinese companies are slowly attempting to carve a place for themselves while also attempting to secure a partnership with Apple. Currently, BOE is the only manufacturer that can mass produce OLED panels in both quality and quantity, but at this time, the display maker is focused on iPhones.

Making larger panels for iPad and MacBook models appears to be complicated,