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Apple and BOE reportedly deepen OLED partnership as BOE targets 35 millioniPhone display shipments in 2026
BOE Technology Group is set to deepen its OLED partnership with Apple, targeting 35 million shipments by 2026 for various iPhone models. This increasing collaboration comes as BOE seeks to compete with established suppliers like Samsung and LG by enhancing production capacity and yield rates.
Key points
- BOE is expected to expand its partnership with Apple, eyeing 35 million OLED display shipments by 2026.
- The shipments will include displays for multiple iPhone models such as the iPhone 14, 16e, 17e, and 17 Pro.
- The iPhone 17 Pro series is projected to require around 8.2 million OLED panels.
- Samsung Display and LG Display have traditionally dominated the OLED panel supply for Apple.
- BOE is making strides in production capacity and yield rates to challenge the dominance of Korean manufacturers.
Why it matters
- Samsung and LG have been major players in display technology, especially for premium smartphones from Apple.
- The move reflects a broader trend in the tech industry where supply chains are diversifying, particularly in the face of geopolitical tensions.
- As of 2025, companies are increasingly focusing on localizing supply chains and investing in emerging suppliers to reduce dependencies.
BOE's deepening relationship with Apple marks a significant shift in the OLED supply landscape, potentially altering market dynamics by 2026 as competition rises against established South Korean suppliers.