Apple is in the process of revamping its OLED order supply network, establishing deeper, exclusive ties with South Korean panel producers. On the flip side, Chinese suppliers have not met the anticipated benchmarks in terms of order acquisition, causing Apple's supply chain to lean even more heavily towards South Korea. This shift aligns with Apple's ongoing approach of 'diversifying sources while progressively narrowing down' in OLED panel sourcing. However, with this latest move, South Korean manufacturers stand a greater chance of emerging as Apple's primary suppliers in the upcoming phase.
