BOE's Display for 2023 iPhone Expected to Put Pressure on LG
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.
![iphone 13 pro max display bleen](https://images.macrumors.com/t/40d2a2_Faeiy1poPfNBBy-KOg-w=/400x0/article-new/2021/10/iphone-13-pro-max-display-bleen.jpg?lossy)
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.
Popular Stories
Following nearly two years of rumors about a fourth-generation iPhone SE, The Information today reported that Apple suppliers are finally planning to begin ramping up mass production of the device in October of this year. If accurate, that timeframe would mean that the next iPhone SE would not be announced alongside the iPhone 16 series in September, as expected. Instead, the report...
Key details about the overall specifications of the iPhone 17 lineup have been shared by the leaker known as "Ice Universe," clarifying several important aspects of next year's devices. Reports in recent months have converged in agreement that Apple will discontinue the "Plus" iPhone model in 2025 while introducing an all-new iPhone 17 "Slim" model as an even more high-end option sitting...
Apple supply chain analyst Ming-Chi Kuo today shared alleged specifications for a new ultra-thin iPhone 17 model rumored to launch next year. Kuo expects the device to be equipped with a 6.6-inch display with a current-size Dynamic Island, a standard A19 chip rather than an A19 Pro chip, a single rear camera, and an Apple-designed 5G chip. He also expects the device to have a...
Apple typically releases its new iPhone series around mid-September, which means we are about two months out from the launch of the iPhone 16. Like the iPhone 15 series, this year's lineup is expected to stick with four models – iPhone 16, iPhone 16 Plus, iPhone 16 Pro, and iPhone 16 Pro Max – although there are plenty of design differences and new features to take into account. To bring ...
Apple’s iCloud Private Relay service is down for some users, according to Apple’s System Status page. Apple says that the iCloud Private Relay service may be slow or unavailable. The outage started at 2:34 p.m. Eastern Time, but it does not appear to be affecting all iCloud users. Some impacted users are unable to browse the web without turning iCloud Private Relay off, while others are...