According to reports, BOE may not be able to provide OLED panels for Apple’s iPhone 15 series, which may leave Samsung Display and LG Display expected to reap huge gains in the second half of this year
According to industry sources, Apple plans to The new iPhone 15 series will be launched in March, and this series will make major improvements in display. It is expected that the new phone will have narrower bezels, there will be no bangs on the top, and the display will use low injection pressure overmolding (LIPO) technology similar to Apple Watch 7, providing a better visual experience
According to the latest news, the iPhone 15 series is expected to launch four versions. According to reliable sources, Samsung Display will provide OLED panels for all four new iPhones, while LG Display will supply OLED panels for two of the Pro models. This means that due to technical reasons, BOE may not be able to pass Apple’s certification, causing Samsung and LG’s shipments to increase
According to the editor’s understanding, analyst Kim Dong-won pointed out that the iPhone 15 series is very It may use 100% OLED panels supplied by LG Display and Samsung Display. He also pointed out that BOE is facing technical problems with the Smart Island display process and OLED technology patent litigation against Samsung, which makes the possibility of BOE providing OLED panels for the iPhone 15 series relatively low
This news not only triggered the market’s expectations for Apple’s new products, but also had a positive impact on the stock prices of Samsung and LG. It is expected that once the iPhone 15 series is released, the performance of Samsung Display and LG Display will usher in new growth opportunities. Although this is just a rumor at the moment, if the reports are true, Samsung and LG will become the main display panel suppliers for the iPhone 15 series, which will further consolidate their positions in the global smartphone display market
However, we still need Wait for official confirmation to know all the truth. We'll need to keep an eye on Apple's launch events over the next month to determine what the iPhone 15 series actually looks like. Regardless of the outcome, this rumor fully demonstrates the important position of Chinese companies in the smartphone supply chain and the fierce competition among global suppliers
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