BOE Aims to Enter Apple’s Premium Supply Chain as iPhone 17 Pro’s LTPO OLED Panel Monopoly by LG and Samsung Faces Disruption

Apple has long relied on its established relationships with Samsung and LG to supply displays for its premium iPhone models, while the Chinese manufacturer BOE has taken on the role of providing screens for more affordable options. Historically, Apple has limited BOE’s involvement due to concerns over the company’s ability to consistently deliver high-quality products at scale. However, a recent development could shift this dynamic significantly, as it appears that the iPhone 17 Pro may soon be receiving panels from BOE—pending the company’s approval to meet Apple’s stringent quality standards.

Potential for 50 Million LTPO OLED Orders for iPhone 17 Pro

BOE has primarily focused on producing LTPS OLED panels suitable for Apple’s entry-level and ‘Plus’ models. Yet, reports suggest that the forthcoming iPhone 17 lineup is set to showcase LTPO displays capable of supporting high refresh rates. This strategic move seems geared towards driving higher sales, especially considering that the iPhone 16 emerged as the top-selling model in the first quarter of 2025. The effectiveness of this technological upgrade, however, remains uncertain.

As highlighted in a report from Sisajournal, identified by the tipster @Jukanlosreve, BOE could potentially secure orders for 50 million LTPO OLED panels intended for the iPhone 17 Pro. Interestingly, there is speculation that BOE could have also been tapped for the standard iPhone 17 and iPhone 17 Air, which are expected to adopt these higher-quality displays. This raises questions about Apple’s decision to entrust BOE with the more prestigious model’s displays.

Though the prospect of such a massive order is intriguing, it is contingent upon BOE’s ability to satisfy Apple’s rigorous quality control metrics. Historically, securing a reliable contract with Apple has been challenging for BOE, as evidenced this year when the company fell short of fulfilling its 40 million LTPS OLED order by producing only 7-8 million units. Samsung and LG ultimately compensated for this shortfall; however, if BOE is entrusted with the task of manufacturing 50 million iPhone 17 Pro displays, it could imply significant advancements in their production capabilities, potentially disrupting the existing duopoly of Samsung and LG.

That said, it is essential to view these developments with cautious optimism, as past instances have shown that BOE may not always meet high expectations. We will continue to monitor this situation and provide updates as more information becomes available.

News Source: Sisajournal

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