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BOE production problems force Apple to shift iPhone OLED orders to SamsungDisplay, sources say
Apple has shifted its iPhone OLED display orders from BOE to Samsung Display due to ongoing manufacturing issues at BOE, which have persisted since late 2022. The disruptions have halted production for several iPhone models, while BOE aims to stabilize supplies for the upcoming iPhone 17e.
Key points
- BOE encountered manufacturing problems in November and December 2022.
- Irregularities in the production process led to halted OLED panel production.
- Apple has moved orders for millions of OLED panels to Samsung Display.
- Production disruptions affect the OLED displays for iPhone 15, 16, and 17 models.
- BOE is still the largest supplier for the iPhone 17e, which is set to launch in spring.
Why it matters
- The shift to Samsung aligns with broader IT trends of supply chain resilience following global disruptions during the COVID-19 pandemic.
- With increasing demand for superior display technology, companies are often forced to diversify suppliers to mitigate risks.
Apple's decision to switch OLED orders highlights ongoing supply chain challenges in the tech industry, emphasizing the need for reliable production partners as companies navigate manufacturing scales.