Apple has placed orders with display supplier BOE for the iPhone 15 and iPhone 15 Plus for the second half of 2023, with the supplier potentially overtaking Samsung as the iPhone's largest display provider by 2024.
Writing in his Medium blog, Apple analyst Ming-Chi Kuo says BOE has beaten Samsung for orders for the upcoming iPhone 15 and iPhone 15 Plus, and that by 2024, BOE will start mass shipments of high-end LTPO displays for the iPhone, making it the largest display supplier.
BOE has beaten Samsung and secured most 2H23 new iPhone 15 and 15 Plus display orders. If development and production proceed smoothly over the next few months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with a market share of around 70% (compared to Samsung's 30%).
BOE is expected to start mass shipments of LTPO displays for high-end iPhones in 2024, with Samsung and LG Display also being suppliers. If BOE can obtain orders for 20–30% of the 2H24 high-end iPhone LTPO displays and maintain a market share of around 70% for 2H24 low-end iPhone displays, then BOE will likely become the largest supplier of displays for the new iPhone in 2H24.
BOE has had unsuccessful attempts in the past to become a more prominent player in Apple's supply chain after reportedly failing product validation tests. Until now, Samsung has been Apple's largest display supplier, including for the iPhone 14 Pro and iPhone 14 Pro Max, which required more advanced manufacturing thanks to the pill-shaped display cutout.
Thursday December 11, 2025 8:49 am PST by Joe Rossignol
Apple seeded the second iOS 26.2 Release Candidate to developers earlier this week, meaning the update will be released to the general public very soon.
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Apple today released new firmware designed for the AirPods Pro 3 and the prior-generation AirPods Pro 2. The AirPods Pro 3 firmware is 8B30, up from 8B25, while the AirPods Pro 2 firmware is 8B28, up from 8B21.
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Here's what's supposedly coming:
An improved pairing process, though no details were provided. AirTag pairing is already...
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The report said the features are referenced within the code for a leaked internal build of iOS 26 that is not meant to be seen by the public. However, it appears that Espósito and/or his sources managed to gain access to it, providing us with a sneak peek...
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The new software can be downloaded on eligible iPhones over-the-air by going to Settings >...
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Apple is working on a smart home hub that will rely heavily on the more capable version of Siri that's coming next year. We've heard quite a bit about the hub over the last two years, but a recent iOS 26 code leak provides additional insight into what we can expect and confirms rumored features.
Subscribe to the MacRumors YouTube channel for more videos.
Macworld claims to have access to an ...
Thursday December 11, 2025 4:19 am PST by Tim Hardwick
Apple's next-generation Studio Display is expected to arrive early next year, and a new report allegedly provides a couple more details on the external monitor's capabilities.
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I’m over these yearly releases with little to no innovation. (That goes for all cell phone makers not just apple) I’ll upgrade maybe every 3-4 years from here on out.
I think Apple is doing that to keep the display costs low. Otherwise we're going to end up paying higher prices for the iPhone.
I would rather have last year's Samsung / LG panels than next year Chinese panels. Apple needs to wake up and stop expecting a 40% gross margin to satisfy Wall Street.
