Samsung, LG Display gear up for Apple's next OLED wave

What happened: Samsung Display and LG Display are preparing investments in advanced OLED production as Apple expands OLED into laptops, tablets and monitors. Why it matters: Apple's move beyond the iPhone and Apple Watch could accelerate OLED adoption across premium computers and tablets, giving Samsung Display an early advantage and offering a long-term boost to both Korean suppliers. Rising semiconductor costs and sluggish consumer electronics demand could weigh on near-term orders.

Samsung Display and LG Display are preparing investments in advanced OLED production as Apple expands OLED into laptops, tablets and monitors.

Apple's move beyond the iPhone and Apple Watch could accelerate OLED adoption across premium computers and tablets, giving Samsung Display an early advantage and offering a long-term boost to both Korean suppliers. Rising semiconductor costs and sluggish consumer electronics demand could weigh on near-term orders.