Apple doesn’t ask its suppliers to build things. It tells them to, hands them a deadline, and watches billions of dollars move on product lines and supply chains.
The company is reportedly pushing Samsung and LG to build a fundamentally new OLED cathode material called IZO (Indium Zinc Oxide) for a four-sided bending display planned for 2028 iPhones (via ETnews).
What is a four-sided bending display?
LG Display has reportedly responded by investing approximately $770 million in infrastructure. Samsung is still deciding whether to go ahead with committing to new, dedicated factory lines.
Dispatches From The Front 