BOE's Display for 2023 iPhone Expected to Put Pressure on LG
Amid rumors about Apple's custom-designed modem for its 2023 iPhone lineup, a new report today suggested that the display panels destined for these models could put substantial pressure on LG Display's market share.
According to research by UBI, seen by The Elec, BOE is converting three of its factories into facilities capable of manufacturing OLED panels for Apple. Until now, BOE has manufactured OLED panels for the iPhone 12 and iPhone 13 at two factories in China, accounting for just 10 percent of all iPhone displays in 2021, but the significant expansion will reportedly allow the company to overtake LG Display as one of Apple's main suppliers of iPhone displays in 2023.
By the fourth quarter of 2022, BOE will expand to reach a manufacturing capacity of 144,000 substrates per month, up from just 96,000 currently. This will exceed Samsung Display's current manufacturing capacity of 140,000 substrates per month, positioning BOE as a serious competitor.
BOE taking a larger share of the supply of iPhone displays could pose a particular threat to LG Display since Apple is its only client for Gen 6 OLED panels, unlike Samsung Display and BOE, which both have a range of other customers and are generally more competitive.
The expansion could spell more bad news for LG after it halted production of LCD displays for iPhones and shut down its own smartphone division entirely earlier this year.
This week, additional reports about Apple's custom-designed 5G modem emerged, explaining that it will be separate from the company's A-series chip and is set to debut in iPhones as soon as 2023. These models could also feature no notch or hole-punch out of the display, an under-display Touch ID fingerprint scanner, and a periscope camera system.
Popular Stories
While the iPhone 17 Pro and iPhone 17 Pro Max are not expected to launch until September, there are already plenty of rumors about the devices.
Below, we recap key changes rumored for the iPhone 17 Pro models as of March 2025:
Aluminum frame: iPhone 17 Pro models are rumored to have an aluminum frame, whereas the iPhone 15 Pro and iPhone 16 Pro models have a titanium frame, and the iPhone ...
Apple is expected to release iOS 18.4 to the general public as soon as next week, following more than a month of beta testing.
Apple's website says some iOS 18.4 features will be released in "early April," so the update should be out as early as Tuesday, April 1.
Apple this week seeded the iOS 18.4 Release Candidate, which is typically the final beta version, barring the discovery of any...
Leaker Jon Prosser today shared a mockup of what he says the Messages app will look like in iOS 19, demoing an interface with rounded, translucent bubble-shaped navigation buttons at the top and softer, rounder corners for the keyboard and word suggestions.
Jon Prosser's Messages app mockup
The return button, a button for going back to the Messages list, and the FaceTime button have a deeper...
If you pay for iCloud storage on your iPhone, Apple has a new perk for you, at no additional cost.
The new perk is the ability to create invitations in the Apple Invites app for the iPhone, which launched in the App Store last month.
In the Apple Invites app, iCloud+ subscribers can create invitations for any occasion, such as birthday parties, graduations, baby showers, and more. Anyone ...
Apple regularly refreshes the MacBook Pro models, and a new version that uses M5 series chips is in the works. Apple just finished refreshing most of the Mac lineup with M4 chips, and now it's time for the M5. Rumors suggest that we could see the first M5 MacBook Pro models this fall.
Design
There have been no rumors of a design update for the M5 MacBook Pro models that are coming this...
Apple today announced that AirPods Max with a USB-C port will be gaining support for lossless audio and ultra-low latency audio with a firmware update next month, alongside the release of iOS 18.4, iPadOS 18.4, and macOS 15.4.
For context, audio files are typically compressed to keep file sizes smaller. There are lossy compression standards like MP3 and AAC (Advanced Audio Codec), which...
Apple is going all out with promotions for the popular Severance Apple TV+ show today, and as of right now, you'll find a new "Lumon Terminal Pro" listed on Apple's Mac site.
The Lumon Terminal Pro is designed to look similar to the machines that Severance employees like Mark S. and Helly R. use for macrodata refinement. The Terminal features a blue keyboard, a small display with wide...
In the mid-to-late 2000s, Facebook was all about staying connected with friends and family. However, as the social media platform added new features and grew over time, that core experience began to get drowned out.
That changes starting now, according to Meta, which today introduced a new feature that will "bring back the joy" of classic Facebook.
Specifically, Meta has redesigned the...
