The iPhone SE 4 marks a significant shift for Apple as it transitions from LCD to OLED technology, signaling the end of an era for two major LCD suppliers. This move, while progressive for Apple, offers a challenging future to Japan Display and Sharp, two companies that previously enjoyed a dominant market share in supplying LCD panels for iPhones.
Until now, Japan Display and Sharp have held a commanding 70% market share in the iPhone LCD domain. However, the landscape is poised to change dramatically with the upcoming launch of the iPhone SE 4. Expected to commence mass production in October, with a public reveal in early 2025, this new model promises a host of updates — it will resemble the iPhone 14 and include an LTPS OLED screen, a USB-C port, Face ID, among other advancements.
While this transition will likely enhance the function and appeal of Apple’s low-cost iPhone, it does mean the discontinuation of the company’s longstanding partnerships with Japan Display and Sharp. Having reigned supreme in the iPhone LCD market, these firms now confront a significant decline in orders. This shift raises questions about their future; will they pivot towards OLED production or concentrate on securing new clients to fill the void left by Apple?
For the iPhone SE 4, Apple plans to collaborate with Chinese OLED manufacturer BOE, which recently succeeded in outbidding Samsung for display orders. In addition, LG is set to support Apple’s OLED needs, supplying LTPO panels destined for the more high-end iPhone 16 series.
Reflecting on the past, 2015 was a peak year for Japan Display and Sharp, as they collectively provided nearly 200 million LCD panels for iPhones. However, this number has dwindled to around 20 million units in 2023. Both companies are now scaling back their operations and exploring new ventures — such as entering the automotive industry — in efforts to mitigate their losses.
This pivotal shift to OLED technology not only redefines Apple’s product strategy but also symbolizes a broader transformation within the display industry, highlighting the perennial need for adaptation and innovation among suppliers.
