Information continues to trickle out that Apple is looking to switch from LCD to AMOLED displays, starting with the larger iPhone Plus model.
Samsung, having the most mature AMOLED manufacturing line, will reportedly provide 60% of AMOLED displays used by Apple. The company made a huge investment - between $6.64 billion and $7.47 billion - that should see manufacturing capacity grow to 45,000 units a month in order to meet the order of 100 million displays for next year.
Apple's multiple source strategy means that another company - LG, say insiders - will build around 30% of the AMOLED displays. Ternary suppliers (JDI and Foxconn) would fill in the remaining 10%.
The chief analyst at UBI Research thinks that by 2021 Apple will outpace Samsung in AMOLED adoption in its line-up. This won't be that hard if Apple sticks to its 2-3 models a year strategy.
He doesn't think that the Chinese company Foxconn will be able to supply a significant amount of screens. The senior analyst at LG Economic Research Institute, however, mentions that the Chinese government may support local manufacturers, which will help them catch up surprisingly quick. Just in the past three years, China grew to second place in display shipments with a 20% market share.
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