While I don't know much about BOE (certainly not the household name of an LG or Samsung in there US), I can't imagine Apple would pivot more production to them unless they felt confident in quality and yield.
Got a tip for us?
Let us know
Become a MacRumors Supporter for $50/year with no ads, ability to filter front page stories, and private forums.
BOE's Display for 2023 iPhone Expected to Put Pressure on LG
- Thread starter MacRumors
- Start date
- Sort by reaction score
I’m pretty sure BOE has been the exclusive supplier for MacBook Air for a number of years now, especially after Samsung exited the market. With OLED, it’s inevitable BOE will displace LG and eventually Samsung. Heck, Samsung is using BOE panels on a number of their smartphones.
What does the Modem rumors have to do with this story? Why muddle things up talking about unrelated rumors? Ugh, can I take over your writing MacRUmors, please?
It is rather unfortunate, because as soon as BOE reach the minimum quality Apple mandate they will win on price. Partly funded by the state. And you know Apple have been courting them for many years. Not to mention using BOE screen they could save some import tax when their phone are sold in China.
TheYayAreaLiving 🎗️
Suspended
Oh, I read the post but I didn't know what to write. I had only one eye open.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."
🤣 😇
I’ll trust my own eyes as I’ve used 2 phones with BOE displays and they were top-notch, no issues whatsoever.
Keeping this purely tech-based as I couldn‘t care less about the country of origin or political nonsense that will get spouted out here. Quality product for a good price. My endgame. I don’t give a crap where it’s made.
Except BOE displays have been in iPads for years at this point and there are no complaints due to them being from BOE vs other suppliers. Apple obviously has their standards when it comes to supplier selection while keeping costs down and I see no reason this time would be any different.
Actually, by added value, components from Chinese companies make less than 10% of each iPhone.
Lucky Goldstar. Life’ Good is just used in North America as sort of a slogan that resonates more with us.
Just bought an LG tv ; never again.
It is too dim in the daylight and too bright at night. The automatic brightness setting is too limited, so I have to change it manually twice a day. Would there be a button on the crowded remote for that ? Nope.
The menus (using WebOS) are a mess with completely different menu systems.
Rushed purchase in lock down after my Panasonic died, which had none of these problems. The end result of the rush to the bottom on price.
It is too dim in the daylight and too bright at night. The automatic brightness setting is too limited, so I have to change it manually twice a day. Would there be a button on the crowded remote for that ? Nope.
The menus (using WebOS) are a mess with completely different menu systems.
Rushed purchase in lock down after my Panasonic died, which had none of these problems. The end result of the rush to the bottom on price.
They stole so much trade secrets from S. Korea over the years it's really hard to follow. Planted spies on every level in most western countries as well.
"Tim Cook aggressively racing to the bottom to boost profits."
What a silly thing to say.
I've had my new 12.9 iPadPro for a bit more than a week and it is superb. In all aspects.
Good for BOE. Apple will have better bargaining power
Good for you. Ironically my 12.9 went back for a screen defect. A straight line of bright pixels about an inch long near the center of the screen.
Be sure to do a full set of tests before your return period ends.
Which was made possible by companies moving their production to China to pillage cheap labor.
Apple appreciates your insights. I’ve heard they’ve discontinued any plans to evaluate alternative suppliers who can provide screens that meet Apple spec because “Cosmosent” said so in a fan forum - do you realize they have experts dedicated to evaluate screen suppliers and how they meet specs, cost and quality expectations?
Hilarious how the article tries to paint LG as some beleaguered company. They are king of OLED for televisions. Many of their competitors in the TV biz are using LG's panels in their sets. Dropping smartphone and LCD production let them stop competing with a hundred Chinese companies and focus on the OLED panel tech they are leading the industry with.
And would the general user even care which manufacturer makes the iPhone screen, exactly they don’t, your comment is laughable about “ apple risk’s upsetting their consumers” over BOE displays is laughable
Oh and secondly apple can not solely rely on Samsung ( and generally just one company for screens alone) thank you very much
didnt apple also rely on BOE for the mbp 2021 mini led lineup?
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
