Overview

• Industry reports from DealSite say LG Display is lobbying Apple to bring tandem OLED to iPhones targeted for 2028.
• Tandem OLED stacks emission layers to boost brightness, improve power efficiency, and extend panel lifespan, a setup Apple already uses in the M4 iPad Pro.
• A simplified tandem approach under review would stack only the blue sub‑pixel, aiming to ease manufacturing complexity and cost.
• LG holds a leading patent position in tandem OLED and supplied roughly 65% of panels for the latest iPad Pro, with Samsung providing the remainder.
• If Apple proceeds, multiple suppliers are expected to participate, with Samsung and BOE named as likely contributors to meet volume and pricing goals.