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.
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.
Friday February 3, 2023 1:13 pm PST by Joe Rossignol
Apple released iOS 16.3 in late January following nearly six weeks of beta testing. The software update is available for the iPhone 8 and newer, and while it is a relatively minor update, it still includes a handful of new features, changes, and bug fixes.
Below, we've recapped new features in iOS 16.3, including support for physical security keys as a two-factor authentication option for...
Saturday February 4, 2023 10:05 am PST by Eric Slivka
Online retailer TigerDirect has slashed pricing on the M1 iPad Air in several colors, offering the base 64GB configuration for just $313.99 in Purple and Pink.
Note: MacRumors is an affiliate partner with TigerDirect. When you click a link and make a purchase, we may receive a small payment, which helps us keep the site running.
That's a savings of 48% compared to Apple's normal $599.00...
Apple's next device with an Apple silicon chip may not be a Mac or an iPad, but rather an advanced external display, according to recent reports.
The display, which is rumored to arrive this year, is expected to sit somewhere between the $1,599 Studio Display and the $4,999 Pro Display XDR – but more exact information about the device's positioning and price point is as yet unknown. While ...
Sunday February 5, 2023 6:07 am PST by Joe Rossignol
Apple has discussed selling a new top-of-the-line iPhone alongside the Pro and Pro Max models in 2024 at the earliest, according to Bloomberg's Mark Gurman. Based on this timeframe, the device would be part of the iPhone 16 lineup or later.
In a September 2022 edition of his weekly "Power On" newsletter, Gurman said there was "potential" for an iPhone 15 Ultra to replace the iPhone 15 Pro...
Thursday February 2, 2023 7:57 am PST by Joe Rossignol
Apple's VP of hardware engineering Matthew Costello and product marketing employee Alice Chan recently spoke with Men's Journal and TechCrunch about the new second-generation HomePod in wide-ranging interviews about the smart speaker.
Apple discontinued the original full-size HomePod in March 2021 after multiple reports indicated that sales of the speaker were lackluster, but Chan told Men's ...
Google's Chromium developers are working on an experimental web browser for iOS that would break Apple's browser engine restrictions, The Register reports.
The experimental browser, which is being actively pursued by developers, uses Google's Blink engine. Yet if Google attempted to release it on the App Store, it would not pass Apple's App Review process.
Apple's App Store rules dictate...
Thursday February 2, 2023 6:41 am PST by Joe Rossignol
Apple appears to be preparing an iOS 16.3.1 update for the iPhone, based on evidence of the software in our website's analytics logs this week. It's unclear when the update will be released, but it will likely be available at some point in February.
The same logs have accurately foreshadowed the release of several previous updates, including iOS 16.0.3 and iOS 16.1.1 most recently, so they...
Friday February 3, 2023 1:28 pm PST by Juli Clover
Today is the official launch day for the second-generation HomePod that was introduced in January, and we picked one up to compare it to the original HomePod that Apple discontinued in 2021.
Subscribe to the MacRumors YouTube channel for more videos. Design wise, the second-generation HomePod looks a lot like the first-generation model, featuring the same rounded design and acoustic mesh...
Apple on January 23 released iOS 16.3, delivering support for Security Keys for Apple IDs, changes to Emergency SOS functionality, support for the second-generation HomePod, and more.
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