3 ms·

I don’t think so - Apple has a better supply chain, more committed users, more scale, etc.

• ksec 6y ago
  There is only one OLED TV display panel maker. That is LG. Edit: I think I need to spell things out a little more clearly. If Apple were to use OLED and aim at a top tier market, then it would be competing directly with LG TV, which also happens to be gaining momentum in terms of both OLED display panel ( LG Display ) and TV set ( LG Electronics ). LG Display will also need to built new Fab for Apple. The recent expansion at Guangzhou doubling their capacity, AFAIK has already been booked and has no relation to Apple. i.e LG has little interest to do it with Apple given they are already fully booked on capacity. And Apple doesn't seems to be interested in pushing LG to partner. The answer to if Apple could do something will always going to be yes given they have hundreds of billions of cash and has little idea what to do with it other than buying back stocks. The answer to if Apple will do it is always going to complex. And nothing in the supply chain and BOM cost analysis suggest it is a good strategy worth going for. I do wish Apple prove wrong though.