Since the iPhone X Series launched in 2017, Apple has relied on Samsung to provide the majority of its OLED displays. The only reason Samsung is an obvious choice for Apple is that LG is the world’s second-largest OLED panel producer. In 2020, Apple signed a deal with a small Chinese company called BOE to produce panels for its iPhone 12 series.
Although Samsung and LG continue to offer OLED panels to Apple, BOE may see a rise in the number of screens built for Apple by 2023. It also fulfills Apple’s stringent quality criteria, ensuring that its screen will be included in future iPhone 15 Pro versions.
Apple’s decision to use the iPhone 13 Series LTPO (low-temperature polycrystalline oxide) display technology rather than BOE-made panels for top-tier iPhone 13 models has a lot to do with the fact that it has decided to use the iPhone 13 Series LTPO (low-temperature polycrystalline oxide) display technology.
While BOE’s LTPO capabilities are still developing, we don’t expect to see BOE-made panels on top-tier iPhone 14 models in 2022. Indeed, sources imply that the panels will mostly be seen on the iPhone 14’s top-tier model. Regardless, Samsung is the top supplier, with LG contributing a modest share.
According to reports, BOE is rapidly expanding and updating its manufacturing facilities, in addition to taking initiatives to enhance quality. It has a brand-new production line for flexible OLEDs that will launch in stages starting in 2023.
Apple is anticipated to employ almost 50 million BOE-made panels for the iPhone 14 series in 2022, so things are looking good for BOE. It accounts for 20% of Apple’s OLED demand. BOE is expected to surpass LG Display and become Apple’s second-largest OLED panel supplier in 2022, based on current growth rates.
Samsung’s status as the leading iPhone display provider may perhaps become accessible in a few years owing to its amazing growth.
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