One of the big fears last year at the release of the iPhone X was that supplies would be severely constrained due to the limited number of OLED panels available and the difficulties with Face ID hardware yields. The fears turned out to be largely unfounded, as Apple was able to fill the record number of launch orders much faster than expected.
While sticking with Samsung alone worked last year, this year’s iPhone launch should be a much bigger challenge. If the consistent rumors are true, Apple will be releasing three new iPhones, two of which will have OLED screens. One of those is likely to be a 6.5″ Plus version of the X design, which will put an increased strain on OLED supplies.