BOE's Display for 2023 iPhone Expected to Put Pressure on LG

[MacRumors]

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.

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

 

[TheYayAreaLiving 🎗️]

Sounds like BOE has won Apple’s trust when it comes to the display.

BOE is Apple's third-largest supplier.

BOE Becomes Apple’s Third OLED Panel Supplier

Chinese panel producer BOE will become a supplier of OLED panels to Apple for iPhone aside from Samsung and LGD, reported Etnews, a South Korean media. According to the report, BOE might be providing flexible OLED panel for the folding iPhone scheduled for 2020. However, currently the flexibl..

www.ledinside.com

 

[Cosmosent]

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 !

 

[NBAasDOGG]

Soon everything will be in-house

Do your homework lady!

BOE is not "in-house", but a Chinese CCP company that makes OLED panels. Trust me, they should stick Samsung or LG.

 

[TheYayAreaLiving 🎗️]

Do your homework lady!

BOE is not "in-house", but a Chinese CCP company that makes OLED panels. Trust me, they should stick Samsung or LG.

I had to change what I was saying. I just woke up. Called me out real quick. LOL 😂

 

[lkrupp]

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

 

[kemal]

Doesn't LG stand for "Life is Good"?

 

[BootsWalking]

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.

 

[noone]

Apparently Apple hasn't learned anything over the past few years about the need to diversify out of China...

 

[frifra]

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.

 

[radow]

Just a few:

Apple Considering Adding China's BOE as OLED Supplier for 2018 iPhone
China's BOE Seeking to Become OLED Panel Supplier to Apple
Apple 'Aggressively Testing' OLED Displays From China's BOE for 2020 iPhone Lineup
China's BOE Considered 'Strong Contender' for OLED Display Orders for Future iPhones, Joining Samsung
China-Based BOE to Supply OLED Panels for iPhone 13 Models (spoiler alert: not so much. Edit: they do supply, but less than 10%, and no LTPO panel.)

I’ll believe it when I see it.

 

[davidako]

Tim Cook aggressively racing to the bottom to boost profits. Expect more disasters like the iPad mini jelly scrolling and obscene MacBook Pro response times.

 

[azentropy]

Doesn't LG stand for "Life is Good"?

Not originally but has been branded that way. It was basically a rename of GoldStar when the acquired/mereged with Lucky Chemical. So basically it was Lucky GoldStar.

 

[Realityck]

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.

 

[B4U]

No, thank you, Apple.
You are making it harder and harder to buy your newer products lately. ?

 

[guzhogi]

I work in a school, so at first, I thought that BOE meant "Board of Education". Little confused.

 

[cuiver]

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.

 

[CWallace]

Might explain why the Korean industry newsletters keep floating rumors of "Apple looking at LG for OLED panels for iPads".

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.

 

[ian87w]

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.

 

[ian87w]

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.

 

[JM]

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 🤔

😄

 

[citysnaps]

Oh noes...the sky is falling. Again.

 

[sw1tcher]

I had to change what I was saying. I just woke up ?

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."

? ?

 

[sw1tcher]

I work in a school, so at first, I thought that BOE meant "Board of Education". Little confused.

? I initially read it as Bank of England.

 

[TheYayAreaLiving 🎗️]

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."

🤣 😇

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!