- 0-20%: Unlikely - Lacks credible sources
- 21-40%: Questionable - Some concerns remain
- 41-60%: Plausible - Reasonable evidence
- 61-80%: Probable - Strong evidence
- 81-100%: Highly Likely - Multiple reliable sources
60%
Plausible
A few Apple products have yet to be treated to LTPO OLED technology, but the company has previously been rumored to have already moved past this barrier and developed High Mobility Oxide (HMO) displays. As stated in an earlier report, these panels will bring several improvements to the table, benefiting iPhones, but at that time, it was assumed that the Cupertino firm would take a significantly long time to develop the displays. However, according to one rumor, Apple has already found a supplier, and mass production could happen earlier than usual.
As expected, Samsung will mass produce HMO panels, with manufacturing expected to begin in 2026
The new technology is already garnering attention, but it appears that only Apple is interested in applying HMO to its devices, likely starting with the iPhone first. According to yeux1122’s blog, the company has tapped Samsung in what appears to be an exclusive manufacturing partnership to produce these HMO displays, and we say exclusive because no other company has been mentioned in the latest rumor.
The Korean giant had already completed ‘a large-scale national project’ to develop HMOs in 2021, with commercialization commenced in 2023. It is likely that Samsung was chosen to supply these displays not only because of its long-term business relationship with Apple, but also because it is the only existing manufacturer capable of delivering shipments in higher quantities.
Given that BOE has reportedly failed to meet Apple’s standards for the iPhone 17 Pro and iPhone 17 Pro Max OLED screens, there was no way that the Chinese firm would be shortlisted for this job. As for LG, it obviously cannot match Samsung’s volume, making the latter the final pick to manufacture HMO panels.
The biggest advantage of High Mobility Oxide technology is that it is cheaper to make since there are fewer processes and equipment required. Furthermore, their power consumption is already greatly reduced. As for the drawbacks, since the process window is extremely short, manufacturers like Samsung can face technical problems, such as yields and stabilization.
However, if the rumor claims that mass production will occur sometime in 2026, then we can assume that HMO panels will make their way to the iPhone 18 Pro, iPhone 18 Pro Max, and the iPhone Fold next year.
News Source: yeux1122
About the author: Omar Sohail is a reporter and analyst for Wccftech's mobile section, specializing in the technology and business of the mobile industry. His expertise lies in the intricate hardware supply chain, covering developments in semiconductor manufacturing, chip lithography, and camera sensor technology.
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