LG falls behind Samsung in phone OLED displays, may source them from China

Oh, how the mighty have fallen! LG used to breathe down Samsung’s neck when it came to OLED displays but with the focus of the world’s largest phone maker moving to small, flexible ones for phones, the division of labor now seems to be LG for TVs and Samsung for handsets.
The share of LG Display screens in the company’s own handset production portfolio has been about 30% so far, but slid to 20% this year, and Apple accounts for 85% of those orders, too, leaving very little for LG’s own phones. In short, the Chinese from BOE can produce OLED panels cheaper and in larger quantities, and this is the simple reason why LG may be going with them instead of its own small OLED display production. When it comes to large OLEDs for TVs and the like, though, LG is still king.