How BOE can beat Samsung for iPhone display orders
According to Kuo, BOE has already overtaken Samsung in securing display orders for the iPhone 15 and 15 Plus models, which are expected to arrive by the second half of 2023. BOE will become the largest display supplier with nearly 70% market share. iPhone 15 and 15 Plus if development and production continue “smoothly over the next few months”. In comparison, Samsung will only have 30% market share.
Kuo also says that BOE could start mass shipments of LTPO displays for high-end iPhones by 2024. However, Samsung and lg display Apple will also continue to supply displays for iPhones. The analyst claims that if BOE can buy orders for 20-30% of high-end iPhone LTPO displays in the second half of 2024, while maintaining around 70% market share of low-end iPhone displays, then Chinese displays The manufacturer will likely. Apple has become the largest supplier of displays for the new iPhones to be released in 2024.
BOE’s earlier attempts to beat Samsung
Prior to this, BOE unsuccessfully attempted to become a more prominent player in Apple’s supply chain. However, the company failed to pass the product validation tests and lost its opportunity.
Samsung supplied Apple displays for several iPhones, including the latest iPhone 14 Pro and iPhone 14 Pro Max models. The company has maintained its position as Apple’s largest display supplier for some time now. Furthermore, the Pro model in the latest iPhone series demanded a more advanced build due to its pill-shaped display cutout.