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Kuo: Apple Picks BOE for Initial Order of iPhone 15 Displays, Could Potentially Overtake Samsung as Leading Supplier

kiranmk2 said:
The way I recall it is that Korea very quickly got on par with Japan and then undercut them on price to the point where Sony had to first go into a JV with Samsung and then just buy the panels from Samsung. The Japanese vendors outperformed the Korean vendors on the finished product due to their chipset integration, motion handling etc, but the underlying panels achieved parity very quickly. Chinese vendors (and BOE) have been making OLED panels for years - it's just now that they have passed Apple's validation.
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SONY went into a JV with Samsung primarily due to quality; it wasn't simply just lower price. If SONY / Japan still had an advantage with quality, they would have continued using Japanese panels in the premium segment, as price elasticity is much higher in the premium segment and premium consumers are far more picky about minute details. They would have abandoned the low-margin low-end to the Koreans and kept their premium segment with Japanese panels as Apple is doing with their pro and non-pro line-ups.
Instead, all Japanese TV mfgers moved to Korean panels for low, mid and high-end TVs, indicating that Koreans had an advantage in both quality AND price. It wasn't simply just price.

Japanese nationalists will lie and make you think Koreans won through lower pricing, but that is far from the truth. They outengineered the Japanese extremely well, and the Japanese are still extremely butthurt about it.
Japan should focus more on creating quality products instead of crying and inventing fake narratives.

Memory, NAND, and Displays - all inferior to Koreans.
Logic node - Inferior to Taiwan
Lithography - Inferior to the Dutch
TEH "CELL" processor - LOL... Inferior to x86 & ARM arch
Cars - Inferior to Tesla

Rather than looking inward, Japan will continue blaming others for why they fell behind.
 
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Vasilioskn said:
I’m over these yearly releases with little to no innovation. (That goes for all cell phone makers not just apple) I’ll upgrade maybe every 3-4 years from here on out.
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Same unless something super cool comes, I'll just wait the 36 months for the installments to be gone and do a trade in deal without having to pay the installments off first
 
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Vasilioskn said:
I’m over these yearly releases with little to no innovation. (That goes for all cell phone makers not just apple) I’ll upgrade maybe every 3-4 years from here on out.
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This has been my practice except for the most recent upgrade. iPhone 4 to 6S, to XR and now a 13 Pro. My goal is to replace the battery once on the 13 Pro and then upgrade a year or two later.

The only reason I won’t is if I get a stellar deal on an upgrade. I got $800 towards this 13 Pro to trade in the XR and I paid under $60 after tax for. I kinda had to bite on that.
 
BorisDG said:
At least the high-end models are still Samsung/LG.
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At some point Apple will try to use BOE for a portion of their high-end models. The 15 and 15 Plus will be the “experiment” to see if BOE can reliably supply Apple with quality that’s good enough for Apple. If they can do that, Apple may consider BOE for sourcing high-end panels for the Pro/Ultra.
 
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High IQ Person said:
While this may be true, there is a key difference here.
Japanese products tend to be inferior and low quality compared to the competition, but the consumers had a false sentiment that they were superior to others. Korean panels were outright superior to Japan panels from the start, which is why even Japanese companies switched to Korean panels.
Those people 20-years-ago falsely equated Japan with quality when the truth was that Japanese panels are dogpoop junk.

The difference now is that BOE's panels are still complete trash compared to Korean panels. Apple is looking to cut costs to lower prices due to sluggish iPhone 14 sales, so they'll compromise on quality to achieve lower prices.
This is common SOP for Apple to charge a premium for lower quality parts. The RAM and NAND are other examples where you see Apple opting for lower quality Japanese parts instead of superior Korean parts.

Japan = Low Quality
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yeah alot of consumers who are young don't know this but back in the days japanese products were considered dogpoop, aka same classification we gave to chinese products.
 
DaPhox said:
What have we learned about chinese quality? What have we learned about supply dependence from china?
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I'm not so concerned about quality here, but rather continued reliance on a fragile China relationship. Apple should be reducing this reliance, not doubling down .....
 
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ilikewhey said:
yeah alot of consumers who are young don't know this but back in the days japanese products were considered dogpoop, aka same classification we gave to chinese products.
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Japanese products have always been dogpoop. They have never made a product that was outright superior to what others offered, and they only won marketshare through pricing. Their products were inferior, but the pricing was so low that people opted for them.
 
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High IQ Person said:
Japanese products have always been dogpoop. They have never made a product that was outright superior to what others offered, and they only won marketshare through pricing. Their products were inferior, but the pricing was so low that people opted for them.
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This shows a total lack of understanding regarding product manufacturing & tradition. Stark contrast to poster name. Clueless…
 
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DaPhox said:
This shows a total lack of understanding regarding product manufacturing & tradition. Stark contrast to poster name. Clueless…
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It is the truth.
Back in the 70s-90s, Japan won marketshare through low pricing despite being overall inferior to the competition.
You can see how Japan started to decline starting in the 90s when other countries started competing in the industries that Japan won through predatory pricing.
What's even more embarrassing for Japan is that these new competitors were able to create superior technology despite being novices in the industry. Japan continually overpriced their products despite being inferior.
 
High IQ Person said:
It is the truth.
Back in the 70s-90s, Japan won marketshare through low pricing despite being overall inferior to the competition.
You can see how Japan started to decline starting in the 90s when other countries started competing in the industries that Japan won through predatory pricing.
What's even more embarrassing for Japan is that these new competitors were able to create superior technology despite being novices in the industry. Japan continually overpriced their products despite being inferior.
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No no no. Compare i.e. audio manufacturing (or cars/motor bikes). I challenge you to open anything japanese vs chinese & take a look inside. Or even for that matter, any single brand which runs manufacturing in respective countries.

Chinese manufacturing, higher quality than japanese is never seen or heard of before.
Dont know your agenda, but everything’s the exact opposite. Totally clueless…
 
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Mity said:
I would rather have last year's Samsung / LG panels than next year Chinese panels. Apple needs to wake up and stop expecting a 40% gross margin to satisfy Wall Street.
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Anker is Chinese and it's the best there is for what they sell.
 
tridley68 said:
I would gladly pay more for a phone with quality parts its also nice to see apple not keeping all its eggs in one basket hopefully this means fewer shortages for the next gen phones
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The shortages were largely due to Chinese lockdowns. Now they're sourcing MORE of their components from China. I don't understand Apple.
 
High IQ Person said:
Japanese products have always been dogpoop. They have never made a product that was outright superior to what others offered, and they only won marketshare through pricing. Their products were inferior, but the pricing was so low that people opted for them.
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I sure hope that barrow you are pushing, wasn't made in Japan.
 
DaPhox said:
No no no. Compare i.e. audio manufacturing (or cars/motor bikes). I challenge you to open anything japanese vs chinese & take a look inside. Or even for that matter, any single brand which runs manufacturing in respective countries.

Chinese manufacturing, higher quality than japanese is never seen or heard of before.
Dont know your agenda, but everything’s the exact opposite. Totally clueless…
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have you seen nio? byd? most is not all computer parts are build in china, he might have an agenda, but it seems like you might have one too.
 
Mousse said:
What?! Tesla's are among the worst build quality vehicles.

I want my cars built to last. Look no further than my 1999 Tacoma.🤨 I don't give a rat's derriere about cars as status symbols. Again, my 1999 Tacoma.😂
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pre 2020 tesla sure, i just took delivery of my 2023 model y and most if not all the quality assurance issues has been resolved. no japanese ev, hell not even german ev can touch tesla when comes to tech.
 
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Mity said:
Does Anker make display panels? Samsung and LG are "the best there [are] for what they sell."
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You need to start somewhere.

Before Anker entered the market, I’m sure there someone is the obvious champion on what they do, maybe only Apple, maybe some expensive US brands.

I’m not old enough to know what’s before LG on displays. Maybe Panasonic, Sony or TCL.
 
h3ysw5nkan said:
You need to start somewhere.

Before Anker entered the market, I’m sure there someone is the obvious champion on what they do, maybe only Apple, maybe some expensive US brands.

I’m not old enough to know what’s before LG on displays. Maybe Panasonic, Sony or TCL.
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I (and most iPhone users) are not looking to "try out" BOE. BOE can prove themselves in other devices like BBK or Huawei phones first. If Apple does not use Samsung or LG displays, I will not buy the device.
 
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