Overview

• Apple is weighing partnerships with Samsung Display, LG Display and China’s BOE to secure tandem OLED panel production capacity and price competitiveness.
• LG Display has proposed a simplified tandem design that doubles only blue subpixels to cut manufacturing complexity and costs.
• Samsung’s willingness to join depends on large enough iPhone orders, reflecting earlier profitability concerns it raised during iPad Pro panel negotiations.
• Tandem OLED stacks multiple organic emissive layers to deliver brighter screens, improved power efficiency and longer panel lifespan while reducing burn-in risk.
• No formal iPhone development has started, and Apple’s standard two-year run from development to mass production suggests a launch window after 2028.