Apple looking at 55-inch LG OLED displays for late 2012 Apple Television?

Smarthouse has a particularly bad reputation when it comes to Apple rumors, especially when they involve OLEDs.  But we’ll bite on their latest because it is so tantalizing.

There is also speculation that Apple has held discussions with LG Display the Company that makes display screens for MAC products, about the possibility of getting access to a new 55 LG OLED panel that will be used in a new Apple TV that will be capable of delivering music, Video & TV shows over an IP network.

On Friday LG said that they will launch a limited production OLED TV late in 2012.

There are no shortage of people advocating for an integrated Apple television, but certainly the leader is Piper Jaffray’s Gene Munster who expects one next year.

As far as the big display makers are concerned, Apple’s relationship with LG is probably the strongest.  LG makes iPod Touch and iPhone Retina Displays and Apple secured a $500 million dollar investment in LG displays in 2009.  The net of that was a temporary exclusive on the panels for the 27-inch display that Apple’s iMacs and now Thunderbolt Displays now use.  Sony makes OLEDs as well but doesn’t have a strong relationship with Apple, at least as far as displays are concerned.  The other big OLED maker is Samsung, who is now tangled with Apple in patent disputes.

If Apple does do a TV, it will likely have some sort of game-changer tech innovation that Apple could exclusively own for a period of time.  A 55-inch OLED would probably qualify even though yields will be low and prices will be astronomical during the ramp up.

We’re still not convinced, however. Read more

comScore: Apple is up over 1% in the total US phone market in the past quarter

Today’s comScore report shows that a full third of all US phone users are using a Smartphone and that is heading toward a majority pretty quickly.  Perhaps that is why (with a little help from Verizon) Apple was the biggest gainer in the overall phone market in the Feb-May quarter.  LG was up just slightly while Apple stole marketshare from Motorla and RIM.

I think it is important to keep in mind that Apple’s original iPhone goal was to capture 1% of the total phone market in the first year of release.   They’ve done that many times over and now Apple is capturing over 1% of the total US phone market per quarter. Read more