Apple has placed an order with display supplier BOE for panels for the iPhone 15 and iPhone 15 Pro in the second half of 2023. By 2024, the supplier could overtake Samsung as the largest display supplier for the iPhone.
Analysis Ming-Chi Kuo says BOE will beat Samsung in orders for the upcoming iPhone 15 and iPhone 15 Pro, and by 2024, BOE will start shipping high-end LTPO displays for the iPhone on a large scale, making it the largest display supplier.
“BOE will beat Samsung for the majority of orders for the new iPhone 15 and 15 Plus displays in the second half of 2023. If development and production go well in the coming months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with about 70 percent market share (versus 30 percent for Samsung).
BOE is expected to start shipping LTPO displays for high-end iPhones on a large scale in 2024, with Samsung and LG Display also as suppliers. If BOE can secure 20-30% of the orders for 2H24 high-end iPhone LTPO displays and maintain about 70% market share for 2H24 low-end iPhone displays, BOE will likely become the largest supplier of 2H24 new iPhone displays.”
BOE has had unsuccessful attempts in the past, reportedly failing product validation tests and therefore not yet a more important member of Apple’s supply chain. Samsung has been Apple’s largest display supplier to date, including supplying the high-end iPhone 14 Pro and iPhone 14 Pro Max, due to the pill + single punch shape display requiring more advanced technology for manufacturing.
