Apple has begun trial production of the iPhone 17 series, with screens provided by Samsung and LG Display.This week Apple issued notices to Samsung and LG, requiring the two companies to reduce the price of iPhone 17 series OLED panels. Apple hopes to offset the impact of Trump's tariffs.
sources saidLG Display accepts the price reduction, but Samsung hopes to discuss the price issue with Apple again.
On the other hand, Apple is considering OLED panels provided by BOE to improve its bargaining power. Sources say that Apple’s price reduction requirements will spread to the entire supply chain.
Analysts pointed out that OLED panels and cameras account for 10% of the total cost of the iPhone. This is one of the most critical components of the iPhone. If price cuts are accepted, the profit margins of LG Display and Samsung will be affected.
Compared to Samsung, LG is at a disadvantage in negotiations with Apple because the company is highly dependent on Apple and will be relatively more affected.
