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Analyst Ming-Chi Kuo claims that after losing millions of orders for the iPhone 14 display, it is now on track to produce 70% of the iPhone 15 and iPhone 15 Plus displays.
According to Ming-Chi Kuo’s tweets and the fuller Medium report (linked in the Twitter thread), BOE has “taken in most 2H23 new iPhone 15 and 15 Plus display orders.”
“If development and production go smoothly over the coming months,” Kuo writes in his more comprehensive report, “BOE will become the largest screen supplier for the iPhone 15 and 15 Plus, with a market share of about 70 percent (compared to Samsung’s 30 percent). ).”
Kuo expects BOE’s shipments to grow significantly each year, but notes that it is starting from a low base.
“Before the 2H22 iPhone 14 series, BOE only received orders for the 6.1-inch iPhone 14 display and had the lowest market share,” he writes. “BOE’s market share of iPhone display shipments in 2022 was only about 12-15%.”
“Therefore, even if iPhone shipments are negatively impacted by the economic recession in 2023, BOE could still easily achieve high year-over-year growth of 70-100%,” says Kuo, “because of iPhone’s low base display shipments in 2022, outperform most Apple suppliers.”
The Chinese display company BOE previously had a stormy relationship with Apple and a difficult time with production. In early 2022, BOE is said to have had manufacturing issues with iPhone OLED panels, with the global chip shortage reducing production capacity.
Then, in May 2022, the company was caught making an authorized design change to the iPhone 13 displays it was making. It is alleged that the company changed the circuit width of its thin film transistors (TFT) without discussing it with Apple.
Sources claim that BOE had to send senior staff to Apple headquarters to present a case for the design change. At the time, it was said that BOE had asked Apple to approve the production of iPhone 14 OLED panels, but was not given a clear answer.
Nevertheless, it was reported in July 2022 that BOE had received an order for five million iPhone 14 displays. At that time, Apple bought an estimated 25 million screen panels from LG and 60 million from Samsung.