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
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.

Tags: LG, LG Display, BOE

Top Rated Comments

NBAasDOGG Avatar
2 weeks ago

Soon everything will be in-house
Do your homework lady!

BOE is not "in-house", but a Chinese CCP company that makes OLED panels. Trust me, they should stick Samsung or LG.
Score: 13 Votes (Like | Disagree)
azentropy Avatar
2 weeks ago

Doesn't LG stand for "Life is Good"?
Not originally but has been branded that way. It was basically a rename of GoldStar ('https://en.wikipedia.org/wiki/GoldStar') when the acquired/mereged with Lucky Chemical. So basically it was Lucky GoldStar.
Score: 8 Votes (Like | Disagree)
BootsWalking Avatar
2 weeks ago
BOE has long been known for their excellent display technology and quality control. I remember back to the original Thinkpad tablet days, when IBM was sourcing the tablet's display from two vendors, one of which was BOE, and the BOE display was so much better people would do exchanges until they got one with the BOE display.
Score: 8 Votes (Like | Disagree)
Realityck Avatar
2 weeks ago

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.
I doubt Apple will ever focus on one supplier over the other. It’s in their best interest to not rely on one source.
Score: 5 Votes (Like | Disagree)
sw1tcher Avatar
2 weeks ago

I had to change what I was saying. I just woke up ?
I'm reading that as "I had to change what I wrote. I just needed to post something before I fully read the post so I could get the 1st post."

:p ? ?
Score: 5 Votes (Like | Disagree)
TheYayAreaLiving ? Avatar
2 weeks ago

Do your homework lady!

BOE is not "in-house", but a Chinese CCP company that makes OLED panels. Trust me, they should stick Samsung or LG.
I had to change what I was saying. I just woke up. Called me out real quick. LOL ?
Score: 4 Votes (Like | Disagree)

Related Stories

OLED iPad Pro Feature

OLED 12.9-Inch iPad Pro Rumored to Feature Brighter, More Durable Display

Wednesday October 6, 2021 6:47 am PDT by
LG Display has begun developing an OLED panel for a 12.9-inch iPad model that features improved brightness, longevity, and durability, according to The Elec. The Elec recently reported that Apple is preparing to release two new iPad Pro models with low-power LTPO OLED displays in 2023 or 2024. The new models could feature improved ProMotion with a wider range of refresh rates. Further to...
iphone 13 face id notch

China-Based BOE to Supply OLED Panels for iPhone 13 Models

Wednesday October 13, 2021 1:22 am PDT by
Apple has added display manufacturer BOE to its list of main suppliers of OLED panels for iPhone 13 models, according to a new report today from Nikkei Asia. The Beijing-based display maker began shipping a small number of organic light-emitting diode (OLED) displays for the 6.1-inch iPhone 13 in late September and is scheduled to increase those shipments soon, pending a final verification...
foldable iPhone concept feature

LG Reportedly Assisting Apple on Foldable Display Development

Wednesday February 17, 2021 12:02 pm PST by
Apple has commissioned LG Display to develop a display panel destined for a foldable iPhone, according to the Chinese-language version of DigiTimes. Citing industry sources, DigiTimes claims that LG Display is assisting Apple with the development of a foldable OLED display panel for an iPhone. It is not clear, however, if LG Display will supply Apple with this display panel for mass...
Oled iPads and MackBook Pro

LG Doubles OLED Production Capacity As Apple Expected to Transition More Devices to the Display Tech

Wednesday August 18, 2021 1:39 am PDT by
LG Display, which is expected to play an increasingly more integral part in Apple's supply chain, is planning to double its production capacity for OLED displays specifically for Apple, as the company is expected to include OLED technology with more devices in the future, according to a new report from ITHome. According to the report, LG Display, a subsidiary of LG, is investing in...
apple music lg tv

Apple Music App for LG Smart TVs Now Available

Wednesday November 17, 2021 2:56 am PST by
The Apple Music app for LG smart TVs is today rolling out to users, with LG now promoting the app on social media. The Apple Music app for LG smart TVs allows subscribers to stream over 90 million songs, as well as playlists, radio stations, and music videos, with no need for any external hardware such as an Apple TV. The app supports a range of core Apple Music features, such as synced...
Apple 5G Modem Feature

Apple-Designed 5G Modem to Be Separate From A-Series Chip, Again Rumored to Debut in 2023 iPhones

Thursday November 18, 2021 4:13 am PST by
Apple will debut its rumored custom-designed 5G modem in 2023's iPhone models and the component will not be integrated into the device's A-series chip, DigiTimes reports. In paywalled report published earlier today, sources speaking to DigiTimes said that 2022 will be the last year when Qualcomm supplies all of the modems in iPhone models. Thereafter, iPhones are expected to begin featuring...
OLED Macbook Pro Feature

Samsung Begins Mass Production of 14-Inch and 16-Inch OLED Displays That Apple Might Use for 2022 MacBook Pro

Wednesday September 15, 2021 4:30 pm PDT by
Samsung Display today announced that it has started mass production of 14-inch and 16-inch OLED displays for laptops, and a key feature of the panels is support for up to a 90Hz refresh rate for smoother appearing content. Samsung Display said it has been supplying the OLED panels to global manufacturers, including ASUS, Lenovo, Dell, HP, and Samsung Electronics, for use in laptops,...
Apple 5G Modem Feature Triad

TSMC to Begin Producing Apple-Designed 5G Modems for iPhones in 2023

Tuesday November 23, 2021 7:37 pm PST by
Apple's main chip manufacturing partner TSMC will beginning producing Apple's first in-house 5G modem chips for the iPhone in 2023, according to a report from Nikkei Asia. The move, which has been under development for several years and enhanced by Apple's 2019 acquisition of the majority of Intel's modem business, will allow Apple to shift away from Qualcomm as a supplier for the important chips ...

Popular Stories

Mac Notebook Upgrade Program

Apple Introduces New MacBook Upgrade Program for Business Partners

Monday November 29, 2021 7:38 am PST by
In association with CIT as the financing partner, Apple has launched a new Mac Upgrade Program for small businesses and Apple business partners that allow companies to easily distribute and upgrade their fleets of MacBooks at an affordable price to all of their workers. As outlined on CIT's website, shared by Max Weinbach, Apple Business Partners can distribute the 13-inch MacBook Pro,...
General cyber monday 20 sale feature

Best Cyber Monday Deals for AirPods, Apple Pencil, iMac, More

Monday November 29, 2021 4:19 am PST by
With Black Friday over, Cyber Monday 2021 is now in full swing and you can find many of the same sales as last week on Apple products like AirPods, Apple Pencil, and iPad Pro. In this article we're focusing on the best Cyber Monday discounts on Apple products like these and more. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and make a purchase, we...
2017 apple tv

Cyber Monday: Original Apple TV 4K Drops to $99.99 for Amazon Prime Members

Monday November 29, 2021 12:01 pm PST by
We've been tracking Apple product and accessory deals for Cyber Monday 2021 today, and now Woot is offering a solid discount on the previous generation 32GB Apple TV 4K. You can get this device in new condition for just $99.99 if you're an Amazon Prime member. Note that this sale will last for one day only. Note: MacRumors is an affiliate partner with some of these vendors. When you click a...
iPhone SE Cosmopolitan Clean

New iPhone SE Reportedly on Track for Release in First Quarter of 2022

Tuesday November 30, 2021 8:08 am PST by
Apple plans to release a third-generation iPhone SE in the first quarter of 2022, according to Taiwanese research firm TrendForce. If this timeframe proves to be accurate, we can expect the device to be released by the end of March. As previously rumored, TrendForce said the new iPhone SE will remain a mid-range smartphone with added support for 5G:In terms of product development, Apple is...
maxresdefault

Five Features to Look Forward to in the 2022 MacBook Air

Tuesday November 30, 2021 1:51 pm PST by
In 2022, Apple is going to release an updated version of the MacBook Air with some of the biggest design changes that we've seen since 2010, when Apple introduced the 11 and 13-inch size options. In the video below, we highlight five features that you need to know about the new machine. Subscribe to the MacRumors YouTube channel for more videos. No More Wedge Design - Current MacBook...
telsa cyberwhistle

Elon Musk Urges Customers to Buy 'Tesla Cyberwhistle' Instead of Apple Polishing Cloth

Wednesday December 1, 2021 4:01 am PST by
Tesla CEO Elon Musk has encouraged customers to buy the "Cyberwhistle" for $50 instead of Apple's much-discussed Polishing Cloth. The product page, which Musk shared on Twitter on Tuesday evening, offers a limited edition stainless steel whistle with the same distinctive design of the Tesla Cybertruck:Inspired by Cybertruck, the limited-edition Cyberwhistle is a premium collectible made from ...
General cyber monday 20 sale feature 2

Best Cyber Monday Apple Accessory Deals Available Today

Monday November 29, 2021 6:41 am PST by
We started sharing deals on Apple products for Cyber Monday 2021 earlier today, and now we're tracking deals and bargains available from all of the best Apple accessory companies. Similar to Black Friday, you can expect Cyber Monday savings from Twelve South, Nomad, Belkin, Casetify, and many more. Note: MacRumors is an affiliate partner with some of these vendors. When you click a link and...
iphone holiday

Best Black Friday iPhone Deals Still Available

Friday November 26, 2021 4:58 am PST by
Cellular carriers have always offered big savings on the newest iPhone models during the holidays, and Black Friday 2021 sales have now carried over into Cyber Monday as well. Right now we're tracking notable offers on the iPhone 13 and iPhone 13 Pro devices from AT&T, Verizon, and T-Mobile. For even more savings, keep an eye on older models like iPhone SE. Note: MacRumors is an affiliate...
airpods prototype translucent

Transparent AirPods and 29W Power Adapter Prototypes Surface in Photos

Tuesday November 30, 2021 7:16 am PST by
Images of transparent prototype AirPods and a 29W Apple power adapter have been shared on Twitter by Apple device collector Giulio Zompetti. The prototypes, which appear to be either first-generation or second-generation AirPods, feature clear plastic along the stem and around the outer side of the earbud, with the normal white plastic on the inner side of the earbud. Transparent casings are ...