BOE’s Display for 2023 iPhone Expected to Put Pressure on LG

Amid rumors about Apple’s custom-designed modem for its 2023 iPhone lineup, a new report today suggested that the display panels destined for these models could put substantial pressure on LG Display’s market share.

iphone 13 pro max display bleen
According to research by UBI, seen by The Elec, BOE is converting three of its factories into facilities capable of manufacturing OLED panels for Apple. Until now, BOE has manufactured OLED panels for the iPhone 12 and iPhone 13 at two factories in China, accounting for just 10 percent of all ‌iPhone‌ displays in 2021, but the significant expansion will reportedly allow the company to overtake LG Display as one of Apple’s main suppliers of ‌iPhone‌ displays in 2023.

By the fourth quarter of 2022, BOE will expand to reach a manufacturing capacity of 144,000 substrates per month, up from just 96,000 currently. This will exceed Samsung Display’s current manufacturing capacity of 140,000 substrates per month, positioning BOE as a serious competitor.

BOE taking a larger share of the supply of ‌iPhone‌ displays could pose a particular threat to LG Display since Apple is its only client for Gen 6 OLED panels, unlike Samsung Display and BOE, which both have a range of other customers and are generally more competitive.

The expansion could spell more bad news for LG after it halted production of LCD displays for iPhones and shut down its own smartphone division entirely earlier this year.

This week, additional reports about Apple’s custom-designed 5G modem emerged, explaining that it will be separate from the company’s A-series chip and is set to debut in iPhones as soon as 2023. These models could also feature no notch or hole-punch out of the display, an under-display Touch ID fingerprint scanner, and a periscope camera system.

Related Stories

Apple Updates AirPods Pro Firmware to Version 4A402 and AirPods 3 Firmware to 4B66

Apple today released a new 4A402 firmware update for the AirPods Pro, which is up from the prior 4A400 firmware that was released back in October. Apple has also updated the AirPods 3 firmware to 4B66, up from the 4B61 that was previously available. Apple does not offer information on what’s included in refreshed firmware updates for the AirPods‌, so we don’t know what improvements or bug …

Apple Releases iOS 15.1.1 With Call Improvements for iPhone 12 and 13 Models

Wednesday November 17, 2021 10:20 am PST by

Apple today released iOS 15.1.1, a minor update that comes almost a month after the launch of iOS 15.1.
The iOS 15.1.1 update can be downloaded for free and the software is available on all eligible devices over-the-air in the Settings app. To access the new software, go to Settings > General > Software Update.
According to Apple’s release notes, iOS 15.1.1 improves call drop performance…

Apple Announces Self Service Repair Program, Starting With iPhone 12 and 13

Apple today announced the “Self Service Repair” program, allowing users to complete their own repairs via a new online store dedicated to parts and tools.
The Self Service Repair program will give customers who are comfortable with the idea of completing their own repairs access to Apple genuine parts, tools, and manuals, starting with the iPhone 12 and iPhone 13 lineups. The scheme will be…

Everything New in iOS 15.2 Beta 3: Macro Mode Updates, iCloud Private Relay Tweaks and More

Apple today released the third beta of an upcoming iOS 15.2 update to developers for testing purposes, and the Cupertino company is continuing to refine features ahead of the software’s release. Beta 3 doesn’t add as many new features as prior betas, but there are some notable changes.
Playlist Search in Music App
Apple has added a long-awaited feature that allows Apple Music users to…

HYPER Debuts 15-Port Dock That Supports 3 4K Displays

HYPER today announced the launch of its latest dock, a 15-port version that is designed for the 13, 14, 15 and 16-inch MacBook Pro models. The HyperDrive 4K Multi-Display Docking Station supports up to three 4K displays on larger Mac machines.
There are three HDMI ports and three DisplayPorts, all of which support 4K displays at up to 60Hz, along with a Gigabit Ethernet port, a 100W USB-C PD …

iFixit Lauds Apple’s New Self Service Repair Program, Calls It a ‘Remarkable Concession’

Wednesday November 17, 2021 12:04 pm PST by

Apple this morning surprised the world with an unexpected “Self Service Repair” program, which is designed to allow customers access to genuine Apple parts, tools, and manuals for making their own device repairs.
Subscribe to the MacRumors YouTube channel for more videos. Giving customers this kind of unprecedented access to repair guidelines and hardware is a major win for Right to Repair…

Deals: Save Up to $149 on Apple’s 2020 M1 Mac Mini, Starting at $599.99 for 256GB

Amazon is offering a match of previous record low prices on Apple’s 2020 M1 Mac mini, for both the 256GB and 512GB storage options. For both models, you won’t see the sale price until you reach the checkout screen and receive an automatic coupon on your order.
Note: MacRumors is an affiliate partner with Amazon. When you click a link and make a purchase, we may receive a small payment, which…

Apple AR Headset ‘Approaching Liftoff’ as Development Mirrors Period Before Apple Watch Launch

Apple’s development of its rumored augmented reality (AR) headset is beginning to mirror the period before the launch of the Apple Watch, according to Morgan Stanley analysts.
In a note to investors, seen by Investor’s Business Daily, Morgan Stanley analysts explained that after years of building expertise and a number of setbacks, Apple’s long-awaited AR headset is “approaching liftoff.”…

Leave a Reply

Your email address will not be published. Required fields are marked *