BOE regains Apple’s trust, can supply more iPhone 15 screens than Samsung
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Analyst Ming-Chi Kuo claims that after shedding tens of millions of orders for the iPhone 14 show, it’s now on observe to supply 70% of it. iPhone 15 and iPhone 15 Plus photos.
By Ming Chi Kuo‘s tweets and the extra complete Medium report (linked within the Twitter thread), BOE “2H23 secures most new iPhone 15 and 15 Plus display screen orders.”
“If improvement and manufacturing progress easily over the following few months,” Kuo writes in his extra complete report, “BOE with a market share of about 70% (Samsung’s 30.%).”
Kuo expects BOE’s shipments to extend considerably year-over-year, however notes that it began from a low base.
“For the 2H22 iPhone 14 sequence, BOE solely took orders for the 6.1-inch iPhone 14 show and had the bottom market share,” it writes. “BOE’s market share in iPhone display screen shipments was solely round 12-15% in 2022.”
“So even when iPhone shipments are negatively impacted by the recession in 2023, the BOE can nonetheless obtain a excessive progress of 70-100% year-on-year,” says Kuo, “due to the low base of iPhone show shipments in 2022, most Apple provider.”
Chinese language show firm BOE has beforehand had a tumultuous relationship with Apple and a tough interval with manufacturing. BOE believed to hit in early 2022 production problems with iPhone OLED Panels are lowering manufacturing capability with the worldwide chip scarcity.
Then, in Might 2022, the corporate allegedly authorized change to the design iPhone 13 signifies produced. The corporate allegedly modified the circuit width of thin-film transistors (TFT) with out consulting Apple.
Sources declare that the BOE ought to ship senior employees to Apple headquarters to current a case for the design change. At the moment, it was mentioned that BOE requested Apple to approve the manufacturing of iPhone 14 OLED panels, however didn’t obtain a transparent reply.
nonetheless, by July 2022, BOE reportedly ordered 5 million iPhone 14 screens. At the moment, it was estimated that Apple bought 25 million show panels from LG and 60 million from Samsung.
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