According to the latest report, Apple for its iPhone 15 Series placed an order with display supplier BOE in the second half of 2023. Now, information revealed that by 2024, the supplier is looking to beat Samsung as the largest display supplier for the iPhone.
A well-known analyst Ming-Chi Kuo said that BOE will beat Samsung in orders for the upcoming iPhone 15 and iPhone 15 Pro, and by 2024, BOE will start mass-shipping high-end LTPO displays for the iPhone, making it the largest display supplier .
“BOE will beat Samsung to most of the new iPhone 15 and 15 Plus display orders in the second half of 2023. If development and production go well in the next few months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, The market share is about 70% (compared to Samsung’s 30%).
BOE is expected to begin mass shipments of LTPO displays for high-end iPhones in 2024, and Samsung and LG Display are also suppliers. If BOE can secure 20-30% of LTPO display orders for high-end iPhones in 2H24 and maintain a market share of around 70% for low-end iPhone displays in 2H24, then BOE will likely become the largest supplier of displays for new iPhones in 2H24. “
In the past, the display supplier BOE failed to do product validation testing. Samsung has been Apple’s largest display supplier so far, including the supply of high-end iPhone 14 Pro and iPhone 14 Pro Max, because the pill + single punch-shaped display requires more advanced technology manufacturing.