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iphone se 4 will use oled screen, jdi and sharp withdraw from apple supply chain

2024-09-03

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it home reported on september 3 that according to nikkei asia, apple plans to use oled screens on the iphone se 4 to be launched early next year, which will mark the full shift of apple's iphone product line to oled screens. this decision will result in two japanese panel manufacturers that have long provided lcd screens to apple - japan display (jdi) and sharp - being excluded from apple's supply chain.

image source: apple

it home noted that since the launch of iphone x in 2017, apple has started using oled screens on high-end iphone models, which has had a significant impact on lcd suppliers. in 2015, jdi and sharp provided about 200 million lcd panels for iphone each year. however, by 2023, this number has dropped sharply to about 20 million. in recent years, as apple has gradually turned to oled, the two japanese lcd panel manufacturers have only provided panels for the iphone se model.

jdi, which currently only supplies small oled screens for devices such as the apple watch, is focusing on its lcd business around automotive applications, while sharp is scaling back its lcd business, which is mainly used for tvs.

meanwhile, apple has reportedly started ordering oled screens from china's boe technology group and south korea's lg display for its upcoming iphone se.

the fourth-generation iphone se is rumored to have a design similar to the iphone 14, with face id replacing touch id, a usb-c port, an action button, an apple-designed 5g modem, an a18 processor, and a full-screen design. the device's screen size is expected to increase from 4.7 inches to 6.06 inches, and the internal ram may be upgraded from 4gb in the 2022 model to 8gb to meet apple intelligence's hardware requirements.

the fourth-generation iphone se may be released before the lunar new year in january 2025, but all three existing iphone se models were released in march in the past few years, so the fourth-generation iphone se may also be released in march 2025.