Job’s Mob stuffed LTPO OLED into its base model this year, forcing suppliers to churn out more panels. Number crunchers at UBI Research reckon Samsung Display will ship 78 million panels, a 22 per cent bump over the iPhone 16, while LG Display is expected to dump 45.6 million into the market.

That sudden demand has both firms running at full tilt, which translates into far healthier numbers. Shinhan Investment & Securities forecasts Samsung Display will pull in KRW 6.87 trillion (€4.6 billion) in sales and KRW 1.1 trillion (€737 million) in operating profit in the third quarter, This is more than twice what it managed last quarter.

The company’s foldables are holding their ground, and the firm is already sharpening its knives to flog foldable OLEDs to Job’s Mob itself.

One industry source told Digital Daily “Samsung Display is securing performance stability based on its premium OLED portfolio. Growth momentum will be strengthened by expanding Apple’s volume and pioneering new foldable markets.”

LG Display is set to post its best figures in 15 quarters. Analysts expect operating profit of at least KRW 363.4 billion (€243 million), with some pushing forecasts as high as KRW 448 billion (€299 million).

That turnaround comes after LG ditched money-bleeding LCDs, cut costs, and boosted OLED’s share of sales to 60 per cent. More orders from Job’s Mob and Samsung Electronics plus lower depreciation costs are fuelling the recovery. Brokerages expect LG Display to notch KRW 1 trillion (€668 million) in operating profit next year.

Industry watchers see the third quarter as the start of a structural rebound for the sector. LG is carving out more share in IT and mobile OLEDs, while Samsung is banking on foldables and keeping Job’s Mob on the hook for premium panels.

“As the iPhone 17 effect and restructuring performance combine, both companies are expected to perform above market expectations,” one industry official said.