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BOE Takes Another Hit, iPhone 17 Screen Orders Shifted to Samsung
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BOE Takes Another Hit, iPhone 17 Screen Orders Shifted to Samsung

 

BOE's reliability problems during iPhone 17 OLED production have again forced Apple to get screens elsewhere.

Apple is pushing for top-notch screens across the entire iPhone 17 lineup. The company's push puts pressure on BOE Technology, which hoped to expand its OLED role after years of slow progress.

Approval arrived in July 2025 for BOE to make panels for the iPhone 17 Pro in China, although global production never reached meaningful scale. Apple limited that approval to the Chinese market, which kept BOE out of the global launch.

Samsung Display and LG Display entered the iPhone 17 cycle with stronger credibility and proved ready for larger volume. Samsung supplies most of the OLED panels for the series, and analysts expect its share to stay high.

Reports indicate that every iPhone 17 model might receive the same Samsung M14 OLED panel, which would create a consistent experience across standard and Pro devices.

BOE struggles with LTPO as rivals expand

BOE planned to boost production after receiving approval, but expected volume never materialized. An industry report shows BOE anticipated shipping up to ten million panels after receiving the go-ahead in the third quarter.

Samsung and LG treat LTPO as a basic requirement for premium devices and have refined the process over several years.

BOE sits near the one-percent mark for global iPhone 17 panels, which places it far behind its competitors. Industry forecasts also warned that BOE's share could fall further if LTPO yields failed to improve by late 2025. Ongoing quality issues threaten to shrink that share even further as development lags behind.

Source: Appleinsider

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