Apple iPhone 17’s LTPO upgrade is double-edged sword for Samsung

Apple could use LTPO OLED display in all iPhone models next year. With the iPhone 13 Pro, the company adopted LTPO display technology. Now, all iPhone 17 models are rumored to use LTPO OLED and it’s a double-edged sword for Samsung.

Samsung’s Galaxy S24 flagships feature LTPO displays. While the advanced screen tech is limited to iPhone 16 Pro models this year, things will dramatically change next year. Apple plans to bring LTPO to all models of the iPhone 17 series.

LTPO upgrade in iPhone 17 could be a double-edged sword for Samsung. The Mobile Division will face some additional heat, while the Display subsidiary could win even more orders than this year due to BOE’s exclusion from the supply chain.

Samsung Elec

Hardware upgrades in Apple’s iPhone segment always hurt Samsung’s ambitions. The company keeps innovating and has a pretty solid track record in early adoption of innovations and advanced technologies.

However, Apple surpasses Samsung Elec sometimes, despite its edge in the manufacturing segment. The iPhone 16 uses Samsung’s latest M14 OLED, while the Galaxy S25 Ultra is unlikely to upgrade to the new display tech.

Samsung Display

Samsung’s Display subsidiary will enjoy as Apple decided LTPO across iPhone 17 models. China’s BOE has been expanding footsteps in the display supply chain. However, it will not be able to supply OLED for iPhone 17 next year.

BOE lacks LTPO display technology, potentially increasing Samsung and LG’s share in Apple’s OLED supply. The exclusion of BOE is a win-win for Samsung Display as it will be enjoying higher OLED orders from Samsung.

Via – TheElec