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: BOE, LG, LG Display

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Top Rated Comments

NBAasDOGG Avatar
33 months 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
33 months 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
33 months 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
33 months 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
33 months 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
33 months 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)