Ming-Chi Kuo: The survey shows that BOE has beaten Samsung! Received most orders for iPhone 15 and 15 Plus displays

[从八品主簿]

Apple’s top analyst [Ming-Chi Kuo: survey shows that BOE has beaten Samsung to obtain most of the display orders for the iPhone 15 and 15 Plus] On January 4th, Apple analyst Ming-Chi Kuo tweeted on the 4th that the latest survey shows that BOE has beaten Samsung. , Obtained most of the display orders for the new iPhone 15 and 15 Plus in 2H23. If development and production go smoothly in the next few months, BOE will be the largest screen supplier for iPhone 15 and 15 Plus in 2H23, accounting for about 70% of the supply (Samsung accounts for about 30%). BOE expects to ship a large number of LTPO displays for high-end iPhones in 2024 (Samsung and LG Display are also suppliers). If BOE can obtain about 20-30% of the LTPO display orders for high-end iPhones in 2H24 and maintain a shipment ratio of about 70% for low-end iPhone
displays in 2H24, then BOE has the opportunity to become the largest display supplier for new iPhones in 2H24.

 

[Beidou2020]

BOE will bury LG and Samsung in the OLED market. BOE already finished off the Koreans in the LCD market. Next up will be OLED.