Apple will change creamery for the screen of its next iPhone. While, until now, the Californian company was mainly supplied by Samsung, the next apple phones should be largely equipped with screens from the Chinese manufacturer BOE. The information comes from analyst Ming-Chi Kuo, always very well informed.
After patching up with Apple in 2022, BOE is expected to supply 70% of the screens for the iPhone 15 and 15 Plus, supplanting Samsung as the main screen supplier on these ranges. The iPhone 15 Pro and Pro Max should still be equipped with Samsung (and LG) panels, but the domination of Korean manufacturers is still in question in the relatively short term.
BOE on the way to becoming No. 1
“If BOE can land orders for 20-30% of the iPhone’s high-end LTPO displays in the second half of 2024 and maintain a roughly 70% market share across the rest of the range, the company will likely become the most great supplier of screens for the new iPhone“, explains Ming-Chi Kuo. It is therefore the release of the iPhone 16 in 2024 that could change the situation.
The news is probably not very well received by Samsung and LG. Providing screens to one of the largest smartphone manufacturers in the world is indeed ensuring significant cash flow. But still it is necessary that BOE proves to be trustworthy. We remember that the manufacturer had discreetly modified certain technical characteristics on the screens of the iPhone 13. A move that greatly displeased Apple, which had banned the supplier for some time. Let’s hope for BOE that the lessons of this episode have been learned.