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Apple squeezing Samsung AMOLEDs, forcing switch to LCDs?

updated 03:25 pm EDT, Thu September 30, 2010

Apple rumored hurting Samsung AMOLED phone stock

A tentative rumor today asserts that Apple has been buying Samsung's AMOLED display supply in a move that would trigger a part switch for Samsung's own phones. Well-known Russian leaker Eldar Murtazin claimed that Apple had bought virtually all of Samsung's Super AMOLED stock for 2011, leaving it with no choice but to switch to LCD for the Galaxy S and Wave. The Korean company is fulfilling carrier contract orders but has allegedly stopped retail deliveries from December onwards.

It's unclear whether any shift would also affect Samsung's Windows Phone 7 devices, like the Cetus.

What Apple would do with AMOLED displays isn't evident. All its current devices use LCD, and it so far hasn't had to switch to AMOLED as it has beaten Samsung in display quality tests. Large AMOLEDs are also typically very expensive and would be unlikely to ship with an iPad or anything larger. Its production levels also continue to be low enough that it might not suit the production numbers needed for anything but a niche product.

Murtazin was careful to warn that it was "just a rumour" and didn't have confirmation of its accuracy.

Regardless of Apple's involvement, Samsung is known to have had chronic AMOLED shortages for much of the year that may only worsen over time. The Galaxy S and Wave combined have constrained AMOLED stocks to where HTC was forced to switch to LCD. Until it did, phones like the Desire, Droid Incredible and Legend were often backordered by as much as a month, owing more to shortages than to actual demand. The Galaxy S has been a strong seller for Samsung and might have created its own problem by leaving the company with more orders than it can fulfill.

Neither Apple nor Samsung has commented on the claims.



By Electronista Staff
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Comments

  1. Jeronimo2000

    Forum Regular

    Joined: Aug 2001

    0

    Why would they?

    The Retina Display is far superior to Super AMOLED. I've seen a Samsung phone with one of those displays, and next to the iPhone 4, it pales. Literally, it pales: the blacks are incredible on Super AMOLED, I give you that, but otherwise, it seems dull compared to the Retina Display.

  1. BigMac2

    Forum Regular

    Joined: Dec 2000

    +3

    Ridiculous

    I find hard to believe that Apple is working on something that will use Super AMOLED display right now. Despite that all review talk about an 800x480 screen resolution, they failed to mention about all AMOLED screen using an PenTile pixels matrix that missing out 1/3 of sub-pixels.

    The shortage has a lot more to do with the production yield of AMOLED. Like the LCD in the early ages where got a production efficiency of 20%. I pretty sure we still got manufacturing problem on the high pixel density AMOLED, it explain why the now got shortage and why they have been force to use PenTile matrix.

    Right now overall the LCD is still a better technology.

  1. Stoli89

    Fresh-Faced Recruit

    Joined: Jul 2010

    +5

    Absurd

    This rumor is so absurd on so many levels, why it made it to the status of "news" is amazing:
    1) Samsung is vertically integrated on Super AMOLED displays, one of its handsets key differentiators. Why would it give this strategic advantage away to a key competitor (Apple), at even a premium price.
    2) Why would Apple do this, knowing that Samsung could easily leak the information, putting its Retina Marketing in disarray and opening the iPhone 4 up to damage only 2 months after launch. Apple has staked a lot on Retina...a spec change to Super AMOLED would be and embarrassing capitulation.
    3) Samsung cannot intentionally restrict supply without running the risk of being tagged anti-competitive in certain markets. If Samsung and Apple were colluding to restrict supply to others (e.g.: HTC, Nokia), the PR backlash and legal exposure would be huge.

    This doesn't pass the common sense test. Then again, look at the source.

  1. iphonerulez

    Dedicated MacNNer

    Joined: Nov 2008

    +1

    Theoretically speaking,

    why wouldn't Apple be able to buy up all production of a component if there was proof that it could sell every part? How would that be seen as being anti-competitive? I didn't know there was any rule that said a company couldn't buy up all the supplies before anyone else got to them. If a company needs a few million components, then it buys them so they don't run short. How is that wrong? That certainly isn't deliberately restricting supplies.

  1. wrenchy

    Forum Regular

    Joined: Nov 2009

    -1

    Blah blah blah.....


    Apple doesn't use AMOLED, it must be c7ap. It's a useless technology, it's going nowhere....

    As the first Apple devices emerge using AMOLED, suddenly, it will be the most revolutionary thing. The best thing since sliced bread..... MAGICAL!

    BLAH BLAH BLAH....

  1. facebook_Arkady

    Via Facebook

    Joined: Oct 2010

    0

    again murtazin

    Just look at the source (Murtazin) of this bullshit...

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