Apple analyst Ming-Chi Kuo claims in his Medium blog that BOE has beaten Samsung to orders for the next iPhone 15 and iPhone 15 Pro, and that by 2024, BOE would begin bulk shipments of high-end LTPO screens for the iPhone, making it the largest display supplier.
If development and manufacturing go as planned in the next months, BOE will be the main display supplier for the iPhone 15 and 15 Plus, with a market share of roughly 70% (compared to 30% for Samsung).
If BOE can secure orders for 20-30% of the 2H24 high-end iPhone LTPO screens while maintaining a market share of roughly 70% for 2H24 low-end iPhone displays, BOE will most likely become the major supplier of displays for the next iPhone in 2H24.
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