Apple Shifts iPhone 17 Pro OLED Panel Orders from BOE to Samsung
- Apple reallocates iPhone 17 Pro OLED panel orders from BOE to Samsung due to reliability issues.
- Samsung’s expected OLED supply for the iPhone 17 series will increase from 80 million to 90 million panels.
- This strategic shift underscores Apple’s reliance on Samsung Display and LG Display for critical components.
Recent reports indicate that Apple has decided to reassign the OLED panel orders for the iPhone 17 Pro, originally designated for BOE, to Samsung Display. This decision comes amidst ongoing reliability issues experienced by BOE during the mass production phase.
Initially, BOE had plans to supply up to 10 million OLED panels specifically for the Chinese market in the third quarter of 2025. However, the supplier encountered technical difficulties that impacted the reliability and performance of their panels, making it impossible to meet Apple’s stringent LTPO (Low-Temperature Polycrystalline Oxide) performance requirements.
It is important to note that BOE has never manufactured LTPO OLED panels for Apple’s devices. This technology is crucial as it supports high-performance features, including advanced image display capabilities and ProMotion adaptive refresh rates of up to 120Hz. While BOE aimed to deliver at least 40 million OLED panels to Apple this year, the likelihood of achieving these targets appears increasingly slim due to the recent changes in supply chain strategy.
Following this transition, Samsung Display is expected to fill the gap left by BOE by supplying additional panels for the iPhone 17 Pro. Previously, Samsung planned to provide around 80 million OLED panels for the iPhone 17 series. With the reassignment of BOE’s orders, this number is anticipated to rise to approximately 90 million panels.
This shift highlights the ongoing dominance of Samsung Display and LG Display in the OLED panel market, particularly for high-end devices like the iPhone. As Apple continues to innovate and adapt its supply chain to ensure the best quality components, the dependency on established suppliers becomes ever more critical.
In summary, Apple’s redirection of iPhone 17 Pro OLED panel orders from BOE to Samsung not only reinforces Samsung’s pivotal role in Apple’s supply chain but also emphasizes the challenges new suppliers face when attempting to break into highly competitive markets. This move underlines the importance of reliability and performance in Apple’s pursuit of excellence in product quality.
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