Overview
- Industry sources say BOE’s manufacturing problems that began in November–December have persisted, forcing halted production on certain OLED lines.
- Defects are affecting both advanced LTPO panels for newer iPhones and LTPS panels for recent models, a reversal from BOE’s previously stable yields.
- Apple has redirected millions of panels to Samsung Display, which has absorbed the volume to keep iPhone production on schedule.
- BOE had been positioned as the primary supplier for the upcoming iPhone 17e, though reports now differ on whether it retains that role or yields it to Samsung.
- A separate report claims Samsung is preparing brighter OLEDs for the iPhone 18 lineup, with BOE reportedly excluded for not meeting the brightness targets.