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Analyst Ming-Chi Kuo claims that after dropping tens of millions of orders for the iPhone 14 display screen, it is now on monitor to provide 70% of iPhone 15 and iPhone 15 Plus shows.
Based on Ming-Chi Kuo‘s tweets and fuller Medium report (linked within the Twitter thread), BOE has “secured most 2H23 new iPhone 15 and 15 Plus show orders.”
“If improvement and manufacturing proceed easily over the subsequent few months,” writes Kuo in his fuller report, “BOE will grow to be the most important show provider for the iPhone 15 and 15 Plus, with a market share of round 70% (in comparison with Samsung’s 30%).”
Kuo expects BOE’s shipments to develop considerably Yr Over Yr, however notes that it’s ranging from a low base.
“For the 2H22 iPhone 14 sequence, BOE solely obtained orders for the 6.1-inch iPhone 14 show and had the bottom market share,” he writes. “BOE’s market share of iPhone show shipments was solely round 12-15% in 2022.”
“Due to this fact, even when iPhone shipments are negatively affected by the financial recession in 2023, BOE may nonetheless simply obtain a excessive YoY progress of 70-100%,” says Kuo, “as a result of low base of iPhone show shipments in 2022, outperforming most Apple suppliers.”
Chinese language show agency BOE has beforehand had a stormy relationship with Apple, and a tough time with manufacturing. In early 2022, BOE is believed to have hit manufacturing issues with iPhone OLED Panels, with the worldwide chip scarcity decreasing its manufacturing capability.
Then in Might 2022, the corporate was allegedly caught making an approved change to the design of the iPhone 13 shows it was manufacturing. It is claimed that the corporate modified the circuit width of the skinny movie transistors (TFT) with out discussing it with Apple.
Sources declare that BOE was required to ship senior employees to Apple headquarters to current a case for the design change. On the time, it was stated that BOE requested Apple to approve its manufacturing of iPhone 14 OLED panels, however didn’t obtain a transparent response.
Nonetheless, by July 2022, it was reported that BOE had been given an order for 5 million iPhone 14 shows. At the moment, it was estimated that Apple was shopping for 25 million display screen panels from LG, and 60 million from Samsung.
