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Amid rumors about Apple's custom-designed modem for its 2023 iPhone lineup, a new report today suggested that the display panels destined for these models could put substantial pressure on LG Display's market share.

iphone-13-pro-max-display-bleen.jpg

According to research by UBI, seen by The Elec, BOE is converting three of its factories into facilities capable of manufacturing OLED panels for Apple. Until now, BOE has manufactured OLED panels for the iPhone 12 and iPhone 13 at two factories in China, accounting for just 10 percent of all iPhone displays in 2021, but the significant expansion will reportedly allow the company to overtake LG Display as one of Apple's main suppliers of iPhone displays in 2023.

By the fourth quarter of 2022, BOE will expand to reach a manufacturing capacity of 144,000 substrates per month, up from just 96,000 currently. This will exceed Samsung Display's current manufacturing capacity of 140,000 substrates per month, positioning BOE as a serious competitor.

BOE taking a larger share of the supply of iPhone displays could pose a particular threat to LG Display since Apple is its only client for Gen 6 OLED panels, unlike Samsung Display and BOE, which both have a range of other customers and are generally more competitive.

The expansion could spell more bad news for LG after it halted production of LCD displays for iPhones and shut down its own smartphone division entirely earlier this year.

This week, additional reports about Apple's custom-designed 5G modem emerged, explaining that it will be separate from the company's A-series chip and is set to debut in iPhones as soon as 2023. These models could also feature no notch or hole-punch out of the display, an under-display Touch ID fingerprint scanner, and a periscope camera system.

Article Link: BOE's Display for 2023 iPhone Expected to Put Pressure on LG
 
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Sounds like BOE has won Apple’s trust when it comes to the display.

BOE is Apple's third-largest supplier.

 
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I consider this to be a very risky move for Apple !

Apple consumers upgrade primarily for TWO reasons:

1.) better Cameras,

2.) a better Display.

Samsung has had the best Displays for many years now !

Apple risks upsetting their consumers who now routinely pay north of $1K USD !

Personally, I don't think Apple should be going in this direction !
 
BOE has long been known for their excellent display technology and quality control. I remember back to the original Thinkpad tablet days, when IBM was sourcing the tablet's display from two vendors, one of which was BOE, and the BOE display was so much better people would do exchanges until they got one with the BOE display.
 
Is there a way to figure out what kind of OLED Display is in my iPhone 13 Pro?

I think years ago it could be determined by the phone's serial number.
 
BOE taking a larger share of the supply of iPhone displays could pose a particular threat to LG Display since Apple is its only client for Gen 6 OLED panels, unlike Samsung Display and BOE, which both have a range of other customers and are generally more competitive.
I doubt Apple will ever focus on one supplier over the other. It’s in their best interest to not rely on one source.
 
Clearly to introduce some pressure to Samsung and LG in terms of non-LTPO panel pricing.

Still, not something I would be excited about, cheaping out on OLEDs is never a good idea.
 
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Might explain why the Korean industry newsletters keep floating rumors of "Apple looking at LG for OLED panels for iPads". :p


How long until every component in an Apple product is manufactured in China? Talk about putting all your eggs in one basket.

A fair bit, if not the majority, of LG's OLED TV panels are manufactured in China and while I could not find anything specific, I would not be surprised if they have Chinese-based factories for their iPhone panels, as well.
 
I consider this to be a very risky move for Apple !

Apple consumers upgrade primarily for TWO reasons:

1.) better Cameras,

2.) a better Display.

Samsung has had the best Displays for many years now !

Apple risks upsetting their consumers who now routinely pay north of $1K USD !

Personally, I don't think Apple should be going in this direction !
Apple will find any suppliers that can give the more margins. Customer experience is secondary, and they can just tell people that they’re looking at their screens wrong.
 
  • Disagree
Reactions: LeadingHeat
Clearly to introduce some pressure to Samsung and LG in terms of non-LTPO panel pricing.

Still, not something I would be excited about, cheaping out on OLEDs is never a good idea.
You probably won’t see any issues on the first two years, which is the general range of Applecare. Then it’s actually beneficial for Apple as the service department can incur more revenue from repairs/replacements screens. Win win for Apple.
 
BOE has long been known for their excellent display technology and quality control. I remember back to the original Thinkpad tablet days, when IBM was sourcing the tablet's display from two vendors, one of which was BOE, and the BOE display was so much better people would do exchanges until they got one with the BOE display.
Hmmm…where have I heard about device swapping to get the best 🤔

😄
 
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I'm reading that as "I had to change what I wrote. I just needed to post something before I fully read the post so I could get the 1st post."

:p 🤣 😇
Sometimes it's not easy to obtain to get that “1st post", I find myself slipping too many times but it's ok 😂

Thanks for understanding!
 
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