BOE reportedly supplying OLED panels for the Apple iPhone 15
Chinese display maker BOE has reportedly secured panel orders for the Apple iPhone 15/15 Plus.
Analyst Ming-Chi Kuo claims BOE has beaten Samsung and secured display panel orders for the iPhone 15/15 Plus. If BOE can maintain a smooth development and production process in the next few months, Kuo says BOE will be the biggest display supplier for the two iPhone 15 models with a market share of 70%. In comparison, Samsung Display will only secure 30% of the orders for the iPhone 15/15 Plus.
Aside from LG Display and Samsung Display, BOE is also preparing for mass shipments of LTPO displays for the 2024 iPhone Pro models. If BOE can secure 20 to 30% of the orders for the high-end models, and maintain its market share for the standard models, there is a possibility of the Chinese display maker overtaking Samsung as the biggest supplier in 2024.
BOE has come a long way to secure its position as a supplier for Apple. Bloomberg reported in 2017 that Apple has been testing AMOLED screens from BOE for several months. ETNews wrote in the same year that BOE offered to build two massive OLED production lines exclusively for the iPhone alongside a multi-billion deal for Apple. However, BOE failed to secure any panel orders from Apple due to its inferior technical capabilities back then.
UBI Research claimed in March 2021 that BOE is investing in equipment to build OLED panels for Apple. In November 2021, TheElec claimed BOE converted three factories to manufacture flexible OLED panels for Apple so that panel production could increase to 144,000 substrates. It reportedly started supplying OLED panels for the standard iPhone 13 models in late 2021.
Troubles started emerging for BOE early last year. Due to the global chipset shortage, BOE faced OLED production issues which resulted in its inability to fulfil Apple’s orders. BOE was later dropped from the iPhone 13 supply chain after it was caught making unauthorised design changes to the OLED panel. It resumed OLED production a few weeks later after BOE executives flew to Cupertino to explain the matter.
In July 2022, BOE passed Apple’s iPhone 14 certification and was approved to go into mass production of about five million OLED panels. LG Display and Samsung Display are currently the only suppliers of OLED panels for the iPhone 14 Pro models.
Source: Ming-Chi Kuo via MacRumours