Apple Shifts iPhone OLED Orders to Samsung Amid BOE Troubles

Apple's Chinese supplier BOE is struggling with iPhone OLED accumulation again, causing millions of sheet orders to beryllium shifted to Samsung Display, reports The Elec.


Multiple manufacture sources told the work that BOE inactive hasn't resolved manufacturing issues that emerged successful November and December of past year. Problems successful a circumstantial accumulation process person reportedly forced the institution to halt accumulation connected immoderate models entirely.

In the 2nd fractional of 2025, BOE was supplying OLED panels for the iPhone 13, 14, 15, 16, and 17, arsenic good arsenic the much affordable iPhone 16e and its successor, the upcoming 17e. The prime issues are said to beryllium affecting panels for the iPhone 15, 16, and 17 specifically.

This isn't the archetypal clip BOE has had a hard clip meeting Apple's sheet prime requirements, but what's unusual successful this lawsuit is that BOE had been reliably supplying LTPS OLED panels for the iPhone 15 and 16 for immoderate time. The iPhone 17's LTPO panels are much technically demanding, but the older models shouldn't person posed the aforesaid challenges.

"BOE had been stably supplying OLED for the iPhone 15 and 16, truthful the manufacture finds this puzzling," 1 root told The Elec.

BOE is present focused connected ensuring unchangeable proviso for the iPhone 17e, which is expected to motorboat successful the spring. The institution holds the largest sheet allocation among suppliers for that model.

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Meanwhile, Samsung Display has picked up millions of redirected orders implicit the past 2 months. BOE shipped astir 40 cardinal iPhone OLED panels successful 2024, but that fig apt fell abbreviated past twelvemonth owed to the reported accumulation setbacks.

The accumulation issues travel aft a tumultuous twelvemonth for BOE's narration with Samsung Display. Samsung had accused BOE of stealing commercialized secrets and infringing AMOLED patents, starring to an International Trade Commission (ITC) probe and preliminary import bans against BOE successful the U.S.

The ITC initially recovered commercialized concealed misappropriation and recommended astir 15 years of import restrictions, but the companies settled successful precocious 2025, and BOE reportedly paid royalties to Samsung to extremity the dispute.
This article, "Apple Shifts iPhone OLED Orders to Samsung Amid BOE Troubles" archetypal appeared connected MacRumors.com

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