Apple iPhone models will use more BOE OLED panels

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The screens of the Apple iPhone series have gradually transitioned to OLED technology, and Samsung is currently the main supplier, responsible for the LTPO panels used in the iPhone 13 Pro and iPhone 13 Pro Max, while the panels produced by LG Display are used in the iPhone 13 and iPhone 13 mini models.

iPhone 12 mini sales

According to The Elec report, BOE is launching a new production plan, and its three factories will be transformed into Apple OLED screen production plants. Some studies have pointed out that BOE has been responsible for providing Apple with OLED screens for iPhone 12 and iPhone 13, but the number is not large, accounting for only 10% of total shipments. With Apple’s wider use of OLED screens on iPhone models, BOE’s shipments to Apple will increase significantly by 2023, and may even surpass LG.

According to related reports, by the fourth quarter of 2022, BOE will expand its current manufacturing capacity of 96,000 substrates to 144,000 per month. If the production quality of the display can be maintained, it will receive a large number of orders from Apple for a long time. The current monthly scale of Samsung is 140,000 substrates per month, which means that BOE will pose a threat to Samsung. In fact, there were reports in 2019 that BOE hopes to surpass Samsung and become Apple’s largest OLED panel supplier. If this momentum continues, it is likely to eventually achieve this goal.

Apple seems to have set many goals for the 2023 iPhone, such as using self-developed 5G modems to gradually replace the existing Qualcomm supply. Although there is news that Qualcomm will still account for 20% of shipments, it is obviously much worse than the current monopolistic supply position.

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