Next year, China’s BOE could be the largest supplier of iPhone displays

Currently, alongside LG, Samsung is the largest supplier of iPhone displays, the company reportedly produces 70 percent of the LTPO OLED screens of the iPhone 14 and 14 Plus OLED, and the iPhone 11 Pro and 14 Pro Max. Meanwhile, the Chinese competitor, that is, BOE, is only responsible for the production of the 6.1-inch panels, which will eventually be placed on the front of the base model. According to the latest reports, the roles will soon be reversed, and the Chinese will provide the majority of the displays.

According to renowned analyst Ming-Chi Kuo, the balance of power will begin to shift in the direction of the BOE this year. The Chinese company is said to have overtaken Samsung and obtained the largest screen order for the iPhone 15 and 15 Plus models. It is expected that they will produce 70 percent of the total amount of displays, and Samsung will be responsible for the rest.

Next year, the focus will be on LTPO panels, which will continue to be on the Pro models. LG and Samsung will continue to provide panels for these premium models in the future, but according to the analyst, the Chinese can also fulfill 20-30 percent of these orders. In other words, if BOE produces 70 percent of the displays for the basic models, plus approximately one third of the displays for the Pro models, they will be the largest supplier of iPhone displays in the second half of 2024.

The Chinese manufacturer is expected to greatly increase the number of deliveries in the coming years. According to Ming-Chi Kuo’s forecast, BOE’s profits will increase, which will be made possible by the fulfillment of orders for medium and large OLED and mini-LED displays for Apple, not to mention that the cheaper mobiles with bendable screens running the Android system they will also assist in its production.

Source: GSMArena


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