BOE regains Apple's trust, could supply more iPhone 15 screens than Samsung - AppleInsider

AppleInsider whitethorn gain an affiliate committee connected purchases made done links connected our site.

Analyst Ming-Chi Kuo claims that aft losing millions of orders for the iPhone 14 screen, it's present connected way to nutrient 70% of iPhone 15 and iPhone 15 Plus displays.

According to Ming-Chi Kuo's tweets and fuller Medium study (linked successful the Twitter thread), BOE has "secured astir 2H23 caller iPhone 15 and 15 Plus show orders."

"If improvement and accumulation proceed smoothly implicit the adjacent fewer months," writes Kuo successful his fuller report, "BOE volition go the largest show supplier for the iPhone 15 and 15 Plus, with a marketplace stock of astir 70% (compared to Samsung's 30%)."

Kuo expects BOE's shipments to turn importantly Year Over Year, but notes that it is starting from a debased base.

"For the 2H22 iPhone 14 series, BOE lone obtained orders for the 6.1-inch iPhone 14 show and had the lowest marketplace share," helium writes. "BOE's marketplace stock of iPhone show shipments was lone astir 12-15% successful 2022."

"Therefore, adjacent if iPhone shipments are negatively affected by the economical recession successful 2023, BOE could inactive easy execute a precocious YoY maturation of 70-100%," says Kuo, "due to the debased basal of iPhone show shipments successful 2022, outperforming astir Apple suppliers."

Chinese show steadfast BOE has antecedently had a stormy narration with Apple, and a tricky clip with production. In aboriginal 2022, BOE is believed to person deed manufacturing problems with iPhone OLED Panels, with the planetary spot shortage reducing its accumulation capacity.

Then successful May 2022, the institution was allegedly caught making an authorized change to the plan of the iPhone 13 displays it was manufacturing. It's claimed that the institution changed the circuit width of the bladed movie transistors (TFT) without discussing it with Apple.

Sources assertion that BOE was required to nonstop elder unit to Apple office to contiguous a lawsuit for the plan change. At the time, it was said that BOE asked Apple to o.k. its accumulation of iPhone 14 OLED panels, but did not person a wide response.

Nonetheless, by July 2022, it was reported that BOE had been fixed an bid for 5 cardinal iPhone 14 displays. At that time, it was estimated that Apple was buying 25 cardinal surface panels from LG, and 60 cardinal from Samsung.