Apple’s display supply chain is undergoing a significant shift ahead of the production of the highly anticipated iPhone 17 series and iPhone Air. Initially planning to source displays from Samsung and LG, Apple chose Samsung as its largest supplier and signed a contract for approximately 80 million OLED displays.

BOE Fails to Receive LTPO Technology

Later, Chinese manufacturer BOE won a contract to supply a small quantity of approximately 10 million OLED displays for the iPhone 17 and iPhone Air. However, recent reports indicate that BOE is struggling to fulfill this order, and Samsung is expected to fill the gap.

According to a new report from ZDNet Korea, BOE has failed to resolve reliability issues related to the OLED panels it was supposed to supply to Apple for the iPhone 17 series and iPhone Air. As a result, Apple has reportedly decided to source the 10 million OLED display orders it was expected to receive from BOE from Samsung Display. With this development, the South Korean tech giant is expected to supply approximately 90 million OLED display panels to Apple in total.

Apple is using OLED displays with LTPO (Low-Temperature Polycrystalline Oxide) technology for the iPhone 17 series and iPhone Air. While Samsung and LG have experience producing these LTPO-based OLED displays, BOE’s lack of experience in this field is seen as one of the main reasons for the Chinese brand’s supply problems.

BOE’s failure will generate significantly more revenue and profit for Samsung Display. This indicates that the Korean tech giant has once again consolidated its leadership in the mobile display market.