LG has stopped making LCD panels for the iPhone, and the iPhone se uses JDI and sharp screens


Sina Technology News on the evening of January 20, Beijing time, it is reported that LG display has stopped producing LCD panels for iPhone, and related production lines will turn to producing car screens. In the future, the iPhone se will use JDI and sharp’s LCD screen.
LG display’s previous factory, which makes LCD panels for iPhones, will switch to automotive display panels, the report said. In the third quarter of last year, LG display’s AP3 line in Gumi, South Korea, stopped producing iPhone LCD panels. In the fourth quarter, the production line also stopped producing display panels for other mobile phone manufacturers.
For LG display, the profitability of the LCD line for iPhone has been low. In addition, Apple also uses OLED panels in the iPhone 12 series. This year, sales of the OLED iPhone will also exceed those of the LCD iPhone.
Apple’s iPhone se, launched last year, will use JDI and sharp’s LCD panels. LG display’s previous attempt to provide LCD panels for the 2019 iPhone se failed.
Used to be a major supplier of iPhone screens
LG display used to be a major supplier of iPhone screens, providing screens to apple together with Samsung, while Apple benefited from having two companies meet its technical and volume requirements at the same time.
But that changed when iPhone x started using OLED screens. LG display realized the industry trend of transition from LCD to OLED very late, and was not prepared for Apple’s transformation. This makes Samsung the only screen supplier of Apple’s flagship phones for a period of time.
Of course, LG display finally managed to catch up and win Apple’s OLED order. However, LG display later encountered technical problems, making Samsung still maintain a leading position in technology.
Focus on automotive display
Today, the AP3 production line will focus on the production of automotive displays, using low temperature polycrystalline silicon (LTPs) thin film transistor (TFT) technology. Compared with amorphous silicon (a-Si) TFTs, LTPS TFTs have more advantages in manufacturing larger panels, which are mainly used in 7-inch to 8-inch navigation products.
At present, LTPS TFT technology is used in most 20 inch or more vehicle mounted LCD displays. LG display produces a-Si LCD panels in its P5 plant, while its automotive OLED panels are produced in its E5 plant. LG display is expected to reduce its a-Si business as competition from rivals such as BOE and AUO becomes increasingly fierce.
Data show that LG display has a market share of 24.9% for 9-inch or larger automotive displays, followed by JDI and BOE, with a market share of 14.6% and 13.9% respectively. In addition, Tianma ranked fourth with a 9.8% share, while Youda ranked fifth with an 8.9% share.