The reliability of iPhone OLED panels is currently a hot topic. One display manufacturer is reportedly struggling to meet Apple’s stringent quality requirements, potentially leading to a shift in orders to Samsung Display.
Samsung Emerges as Frontrunner for Additional iPhone OLED Orders
Reports indicate that BOE, a Chinese display manufacturer, is experiencing difficulties in meeting Apple’s quality benchmarks for LTPS OLED panels used in standard iPhone models, including recent and upcoming iterations.
BOE’s production has reportedly fallen significantly short of Apple’s initial orders, delivering only 7-8 million panels against a requested 40 million since the start of 2024. This shortfall is expected to take several weeks to rectify, prompting speculation that Apple may divert a substantial portion of these orders to Samsung Display.
While LG Display also supplies OLED panels to Apple, their focus remains primarily on LTPO OLED panels for the Pro iPhone models. This situation places Samsung Display in a prime position to secure additional orders.
This wouldn’t be the first instance of BOE encountering quality control issues. Past instances include problems with light leakage around the Dynamic Island display cutout on earlier iPhone models.
If these reports prove accurate, Samsung Display stands to benefit significantly from increased business and revenue, particularly as Samsung Electronics navigates challenges related to its high-bandwidth memory (HBM) chips.
Here’s a breakdown of the situation:
- BOE is reportedly facing quality issues with its LTPS OLED panels.
- This has resulted in a significant shortfall in panel deliveries to Apple.
- Apple may shift these orders to Samsung Display.
- LG Display is primarily focused on LTPO OLED panels for Pro models.
- Increased orders could provide a boost to Samsung Display’s revenue.
The potential shift in orders underscores the importance of maintaining high quality standards in the competitive display market.