Citing sources in the supply chain, BOE plans to produce organic light-emitting diode (OLED) panels for Apple's high-end iPhone 15 series, which will be launched in the second half of next year, at its new B12 factory in Chongqing. So far, BOE has been supplying 6.06-inch OLED panels for regular iPhone models. In the iPhone 14 series launched in the second half of this year, BOE will also supply OLED panels for 6.06-inch regular models. The high-end iPhone 13 Pro and iPhone 13 Pro Max require more advanced technology and are currently manufactured by Samsung Display.
Apple has reportedly set a new goal for BOE to manufacture OLED panels for the higher-end iPhone Pro in 2023, undermining Samsung and LG. The company hopes to achieve this by successfully applying low-temperature polycrystalline oxide (LTPO) technology on OLED panels produced at its newest factory B12 in Chongqing, China, the sources said.
Currently, Samsung Display is the exclusive supplier of the iPhone 14 Pro, although it also subcontracts OLED panel orders for the iPhone 14 Pro Max with LG Display. According to this report, as well as previous leaks and other analysts, both phones are expected to feature a new punch-hole screen design. In 2022, Apple is expected to ship 200 million OLED iPhones, of which BOE will account for 20% of these panels, or 50 million to 60 million. By comparison, BOE supplied 15 million to 16 million OLED panels for the iPhone last year.
Therefore, BOE will try to improve its competitiveness against Samsung and LG in the Pro series iPhone in 2023. The monitor supports a variable refresh rate of 120Hz. For the iPhone 14 series expected to be launched this fall, BOE will continue to provide display panels for two low-end models, while the Pro series displays will continue to rely on Samsung and LG.
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