Apple has been attempting for years to minimize its reliance on Samsung and its OLED panels; however, no other firm has been able to promptly produce the high-quality screens Cupertino requires. Despite this, BOE and LG received similarly minor orders, but this may alter next year, according to a new study.
Only a few non-Pro iPhone 13 models are getting OLED panels from BOE right now. However, if the Chinese vendor’s manufacturing method improves, it will supply a large number of panels for the iPhone 15 Pro duo. BOE will achieve a strong yield and offer high-quality LTPO OLED displays with double stack tandem structure thanks to the enhanced process, which will extend the OLED’s lifespan.
Against South Korean rivals Samsung Display and LG Display, BOE is actively extending its portion of Apple’s OLED panel supply chain.
Apple is estimated to sell up to 200 million OLED iPhones this year, with the Chinese display manufacturer supplying panels for up to 20% of the phones or 40 million to 50 million devices.
Last year, BOE supplied 15 million to 16 million OLED panels for iPhones, which is much above expectations.
Meanwhile, BOE commenced B12 phase 1 operations last year in the fourth quarter.