Phones
Samsung to meet high Apple iPhone 14 RAM and display demand: Source
Apple is likely to launch its next smartphone lineup – the iPhone 14 in the next two or three months. It is reported that the top model of the Apple iPhone 14 might finally ditch the notch display, featuring a punch hole panel with pill-shaped holes for the sensors, however, Samsung can still meet RAM & display demand.
Due to major changes in the hardware specs, Apple might have a massive demand for the iPhone 14 models, which leads supply chain issues for the suppliers. Meanwhile, Samsung is expected to meet the increased demand for Apple iPhone 14 for LPDDR5 RAM and display panels.
Samsung to meet iPhone 14 RAM & display demand
According to trusted source MingChiKuo, Apple iPhone 14 parts suppliers have recently faced supply issues for LPDDR5 RAMs and displays. However, Samsung can easily meet the boosted demand for upcoming iPhones, even after it is almost the sole supplier for the 3rd quarter of 2022.
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Later on, other OEMs including Micron and SK Hynix are likely to ship the LPDDR5 memory in the fourth quarter, due to the late certification procedure start of the former, and quality issues by the latter. It’s worth mentioning that Samsung is one of the largest memory chip manufacturers on the planet.
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Apple purchases iPhone display panels from Samsung, China’s BOE, and LG Display for different models. While LG Display will produce panels for the top variants of the upcoming iPhone 14 series, it’s currently facing appearance issues, which might be filled by Samsung and BOE Display.
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Samsung and BOE can largely fill the initial supply gap caused by LG Display's panel appearance issues (iPhone 14 Max and iPhone 14, mainly the former). It's expected that LG Display should not take much time to address the issue.— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) July 19, 2022