Japan display makers pay dearly for failing to foresee iPhone's LCD exit

With switchover to OLED, Japanese companies shut out of Apple supply chain

20240906N JDI Apple Sharp split

JDI and Sharp will no longer supply displays for new Apple smartphones after the fourth-generation iPhone SE comes out in 2025. (Photos obtained by Nikkei)

YUKA KONISHI, KANOKO SAKAMOTO and KOTARO HOSOKAWA, Nikkei staff writers

TOKYO/OSAKA -- Japanese display makers, once the biggest suppliers of iPhone screens, will no longer be part of the Apple supply chain as they failed to anticipate the company's total switchover to organic light-emitting diode (OLED) displays.

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