A recent tweet from popular Apple industry chain analyst, Ming-Chi Kuo, reveals a new survey of Apple’s display suppliers. The survey shows that BOE defeats Samsung and won most of the display orders for the new iPhone 15 and 15 Plus in the second half of 2023. If development and production go smoothly in the next few months, BOE will be the largest screen supplier for the iPhone 15 and 15 Plus. The Chinese display brand will account for about 70% of the supply (Samsung accounts for about 30%).
In the iPhone 14 series, BOE only received orders for the 6.1-inch iPhone 14 display. Its shipment accounts for only about 12% to 15%. Against the backdrop of a low base, Ming-Chi Kuo predicts that the year-on-year growth rate of iPhone screen shipments in 2023 can easily reach 70%-100%.
It is worth noting that Ming-Chi Kuo predicts that BOE will ship a large number of LTPO displays for high-end iPhones in 2024 (Samsung and LG Display are also suppliers). He said, “If BOE can obtain about 20%-30% of the 2H24 high-end iPhone LTPO display orders and maintain a 70% shipment ratio of low-end iPhone displays in 2H24, BOE has the opportunity to become the largest display supplier for the new iPhone in 2H24”.
Gizchina News of the week
After this report hit the public, BOE’s A shares immediately rose slightly on heavy volume. The iPhone 15 series is Apple’s yet-to-be-released annual flagship device. From the reports so far, this device will launch this fall. There have been several reports on the specs and price of this device.
iPhone 15 series uses different OLED screens
In terms of screens, the Apple iPhone 14 series uses different levels of OLED screens. According to the news, the iPhone 15 series will continue to use this type of screen. In comparison, the upgrades of the iPhone 15 series in terms of lenses and chips are even more eye-catching. The basic iPhone 15 and iPhone 15 Plus will use a three-layer stacked image sensor. It will also use a 48MP wide-angle lens like the main lens of the iPhone 14 Pro.
The high-end models, iPhone 15 Pro and Pro Max will use a 12MP periscope lens for the first time. In addition, the iPhone 15 Pro and iPhone Pro Max may become the first models to use a 3nm chip (A17 chip) produced by TSMC. The RAM will upgrade to 8GB which will greatly improve the power consumption efficiency of the chip.
