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Apple’s iPhone 17 momentum isn’t just good news for phone buyers — it’s also lifting one of its longtime display partners. Strong iPhone 17 demand and bigger OLED orders are set to push LG toward its healthiest operating profit in nearly four years.
LG’s comeback by the numbers
Industry trackers and local outlets report that LG Display is slated to supply roughly 45.6 million OLED panels for the iPhone 17 this cycle, while Samsung is expected to deliver about 78 million units. Those orders translate directly into higher revenue and profit for the Korean panel maker.
- Estimated Q3 2025 revenue: 6.87 trillion won (about $5.1 billion)
- Estimated Q3 2025 operating profit: 448 billion won (about $332.4 million)
- 2026 profit outlook: roughly 1 trillion won (about $741.9 million), if current demand holds
Sources cited include UBI Research for shipment figures and Daishin Securities and DDaily for financial estimates. While these are projections, they highlight how a single high-volume customer can have an outsized impact on a supplier’s quarterly performance.
What changed with the iPhone 17 — and why it matters
The iPhone 17 brought tangible upgrades that appear to be resonating with buyers: Apple kept the base price at $799 but upgraded the chipset and display tech, pairing an A19 system-on-chip built on TSMC’s N3P 3nm process with increased base storage (256GB) and an LTPO OLED panel for better efficiency and smoother refresh rates.
That LTPO OLED move is especially important for display vendors. When Apple shifts a spec that affects panel choice, it triggers large-volume orders from suppliers that can quickly improve utilization and margins in panel factories — exactly what’s helping LG’s financials this quarter.
Risks and what to watch next
All projections depend on sustained iPhone 17 demand. If sales slow or Apple changes its sourcing strategy, LG’s outlook could cool off. Still, a stable, long-term relationship with Apple gives LG a significant advantage when volume kicks in.
Keep an eye on official earnings announcements from LG and shipment updates from Apple partners over the next quarters to see whether the momentum holds.
Source: wccftech
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