Kuo: BOE can overtake Samsung to become the biggest iPhone display supplier by 2024

1 year ago 160

Peter 04 January 2023

Samsung has the lion’s percent of show orders for the existent iPhone bid – the leader reportedly produces 70% of panels for some the iPhone 14 and 14 Plus (which usage mean OLEDs) and the iPhone 14 Pro and 14 Pro Max (which usage LTPO OLEDs). Meanwhile, rival BOE is handiest making 6.1” panels for the vanilla iPhone 14 and it were fixed the smallest chew of the order.

The equilibrium of energy volition statesman transferring successful the absorption of BOE this year, according to expert Ming-Chi Kuo. BOE has reportedly overwhelmed retired Samsung and secured the largest bid for iPhone 15 and 15 Plus displays, it's miles anticipated to nutrient astir 70% of the afloat (with the eventual 30% going to Samsung).

Next 12 months the constituent of involvement volition beryllium connected LTPO panels for the iPhone Pros. Samsung and LG volition clasp imparting panels for the apical people fashions, nevertheless Kuo thinks that BOE tin get 20-30% of the orders. If that takes spot and if it maintains the 70% percent of vanilla iPhone amusement orders, past BOE becomes the biggest supplier of iPhone shows successful the 2nd fractional of of 2024.

BOE is predicted to spot a precocious maturation successful shipments implicit the consequent mates of years. The expert forecasts that BOE’s income volition grow, driven by further orders for mean to large OLED and mini-LED presentations for Apple, on broadside little costly foldable shows for Androids.

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