Bye, LG and Samsung: Chinese BOE might become the largest iPhone display supplier in the future

[beijingwalker]

Bye, LG and Samsung: Chinese BOE might become the largest iPhone display supplier in the future​

Published: Jan 04, 2023, 4:14 AM
Peter Kostadinov

Well-versed industry insider Ming-Chi Kuo has it that LG and Samsung might potentially be surpassed by BOE Technology as the largest supplier for iPhone displays in 2024. Kuo expects BOE's display shipments to "grow rapidly" in 2023, which could make the company the de facto leader for screen supplies when it comes to some future iPhone generations.

This could come as yet another comeback story, as BOE had a pretty serious falling off with Apple less than a year ago. The supplier was caught cheating by making unsanctioned design changes to the iPhone 13 OLED panels it manufactured for Apple.

Reportedly, BOE changed the circuit width of the film transistors on the OLED screens, essentially making them thicker, and as a result, easier to manufacture. This could have helped BOE hit its yield targets, but Apple caught wind of the shady scheme and dropped BOE from its supplier list. Eventually, the two companies came to an agreement and BOE scored a second chance, reinstated back on the iPhone supply list.

https://twitter.com/x/status/1610513492536356870

And here we are, in early 2023, when the display manufacturer could be on track to become the largest OLED panel supplier for the iPhone 16 generation, Ming-Chi Kuo expects. Roughly a year ago, it was revealed that BOE could have also been locked in as the main supplier for LTPO OLED displays for the iPhone 15 family in 2023. That's a rather big deal as LG and mostly Samsung were chosen as the go-to suppliers of LTPO displays with variable refresh rate for the iPhone 13 Pro/13 Pro Max and iPhone 14 Pro/iPhone 14 Pro Max, but it seems that BOE would seriously step up this year.

Speaking of the iPhone 15 generation, early rumors call for a Dynamic Island on the base-level iPhone 15 and iPhone 15 Plus, which would bring the new hole-punch design to the whole squad, but it's rather unlikely that the iPhone 15 and iPhone 15 Plus will get high-refresh screens, those will likely remain exclusive to the iPhone 15 Pro and iPhone 15 Ultra. Some other rumored features for the full iPhone 15 lineup include 48MP main cameras on the whole lineup, as well as USB-C possibly succeeding the decade-old Lightning connector.

Bye, LG and Samsung: BOE might become the largest iPhone display supplier in the future

It seems Chinese display supplier BOE might surpass LG and Samsung and become the largest iPhone screen manufacturer as early as next year.

www.phonearena.com

 

[beijingwalker]

China's BOE reportedly secures initial order for iPhone 15 displays​

By Pranob Mehrotra
Published 2 hours ago

It could be the largest supplier of iPhone 15 and iPhone 15 Plus panels this year

Although it's only been a few months since the iPhone 14 series launch, leaks and rumors about the upcoming iPhone 15 lineup have already started cropping up online. We recently learned that Apple is planning to give the regular iPhone 15 models a 'Pro' camera upgrade, and the devices could launch with the same 48MP primary camera as the iPhone 14 Pro models. Now, trusted Apple analyst Ming-Chi Kuo has revealed that Apple has already placed initial orders for iPhone 15 display.

Kuo notes that Apple has contracted Chinese display supplier BOE to supply displays for the iPhone 15 and iPhone 15 Plus in the second half of this year. Although BOE is not a major player in the display supply chain for the Pro models this year, it will reportedly begin mass shipments of high-end LTPO panels for next year's models. This could make it the largest supplier of iPhone displays overall, beating long-term leader Samsung Display.

"BOE has beaten Samsung and secured most 2H23 new iPhone 15 and 15 Plus display orders. If development and production proceed smoothly over the next few months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with a market share of around 70% (compared to Samsung's 30%).

BOE is expected to start mass shipments of LTPO displays for high-end iPhones in 2024, with Samsung and LG Display also being suppliers. If BOE can obtain orders for 20-30% of the 2H24 high-end iPhone LTPO displays and maintain a market share of around 70% for 2H24 low-end iPhone displays, then BOE will likely become the largest supplier of displays for the new iPhone in 2H24," Kuo wrote.


BOE has previously been in the running to supply high-end OLED panels for the iPhone 13 and iPhone 14 series. However, Apple reportedly limited BOE's supply to a small fraction of the total volume due to failed product validation tests and contracted Samsung for iPhone 14 Pro and iPhone 14 Pro Max panels, which feature the new pill-shaped cutout for the dynamic island.

https://www.xda-developers.com/boe-iphone-15-displays-order/