Apple has positioned orders with show provider BOE for the iPhone 15 and iPhone 15 Professional for the second half of 2023, with the provider probably overtaking Samsung because the iPhone‘s largest show supplier by 2024.
Writing in his Medium weblog, Apple analyst Ming-Chi Kuo says BOE has crushed Samsung for orders for the upcoming iPhone 15 and iPhone 15 Professional, and that by 2024, BOE will begin mass shipments of high-end LTPO shows for the iPhone, making it the most important show provider.
BOE has crushed Samsung and secured most 2H23 new iPhone 15 and 15 Plus show orders. If growth and manufacturing proceed easily over the subsequent few months, BOE will turn out to be the most important show provider for the iPhone 15 and 15 Plus, with a market share of round 70% (in comparison with Samsung’s 30%).
BOE is anticipated to start out mass shipments of LTPO shows for high-end iPhones in 2024, with Samsung and LG Show additionally being suppliers. If BOE can receive orders for 20–30% of the 2H24 high-end iPhone LTPO shows and preserve a market share of round 70% for 2H24 low-end iPhone shows, then BOE will possible turn out to be the most important provider of shows for the brand new iPhone in 2H24.
BOE has had unsuccessful makes an attempt up to now to turn out to be a extra distinguished participant in Apple’s provide chain after reportedly failing product validation assessments. Till now, Samsung has been Apple’s largest show provider, together with for the iPhone 14 Professional and iPhone 14 Professional Max, which required extra superior manufacturing due to the pill-shaped show cutout.
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