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iPhone 18 Pro's LTPO+ Display Upgrade to Come From Samsung and LG

TL;DR AI

Key summary

2 min read
  1. Apple is expected to approve LTPO+ OLED panels soon for the iPhone 18 Pro and Pro Max.

  2. Samsung Display and LG Display are likely to win most of the premium display orders.

  3. BOE appears to have fallen out of the top-tier supply chain after missing Apple’s quality and yield targets.

  4. The new LTPO+ panels should be more power efficient than current LTPO displays.

  5. Apple may also adopt under-screen infrared parts, potentially shrinking the Dynamic Island.

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