Amid rumors about Apple’s custom-designed modem for its 2023 iPhone lineup, a new report today suggested that the display panels destined for these models could put substantial pressure on LG Display’s market share.

iphone 13 pro max display bleen
According to research by UBI, seen by The Elec, BOE is converting three of its factories into facilities capable of manufacturing OLED panels for Apple. Until now, BOE has manufactured OLED panels for the iPhone 12 and iPhone 13 at two factories in China, accounting for just 10 percent of all ‌iPhone‌ displays in 2021, but the significant expansion will reportedly allow the company to overtake LG Display as one of Apple’s main suppliers of ‌iPhone‌ displays in 2023.

By the fourth quarter of 2022, BOE will expand to reach a manufacturing capacity of 144,000 substrates per month, up from just 96,000 currently. This will exceed Samsung Display’s current manufacturing capacity of 140,000 substrates per month, positioning BOE as a serious competitor.

BOE taking a larger share of the supply of ‌iPhone‌ displays could pose a particular threat to LG Display since Apple is its only client for Gen 6 OLED panels, unlike Samsung Display and BOE, which both have a range of other customers and are generally more competitive.

The expansion could spell more bad news for LG after it halted production of LCD displays for iPhones and shut down its own smartphone division entirely earlier this year.

This week, additional reports about Apple’s custom-designed 5G modem emerged, explaining that it will be separate from the company’s A-series chip and is set to debut in iPhones as soon as 2023. These models could also feature no notch or hole-punch out of the display, an under-display Touch ID fingerprint scanner, and a periscope camera system.

Related Stories

OLED 12.9-Inch iPad Pro Rumored to Feature Brighter, More Durable Display

LG Display has begun developing an OLED panel for a 12.9-inch iPad model that features improved brightness, longevity, and durability, according to The Elec. The Elec recently reported that Apple is preparing to release two new iPad Pro models with low-power LTPO OLED displays in 2023 or 2024. The new models could feature improved ProMotion with a wider range of refresh rates. Further to…

China-Based BOE to Supply OLED Panels for iPhone 13 Models

Apple has added display manufacturer BOE to its list of main suppliers of OLED panels for iPhone 13 models, according to a new report today from Nikkei Asia. The Beijing-based display maker began shipping a small number of organic light-emitting diode (OLED) displays for the 6.1-inch iPhone 13 in late September and is scheduled to increase those shipments soon, pending a final verification…

LG Reportedly Assisting Apple on Foldable Display Development

Apple has commissioned LG Display to develop a display panel destined for a foldable iPhone, according to the Chinese-language version of DigiTimes. Citing industry sources, DigiTimes claims that LG Display is assisting Apple with the development of a foldable OLED display panel for an iPhone. It is not clear, however, if LG Display will supply Apple with this display panel for mass…

Apple Music App for LG Smart TVs Now Available

The Apple Music app for LG smart TVs is today rolling out to users, with LG now promoting the app on social media. The Apple Music app for LG smart TVs allows subscribers to stream over 90 million songs, as well as playlists, radio stations, and music videos, with no need for any external hardware such as an Apple TV. The app supports a range of core Apple Music features, such as synced…

Apple-Designed 5G Modem to Be Separate From A-Series Chip, Again Rumored to Debut in 2023 iPhones

Apple will debut its rumored custom-designed 5G modem in 2023’s iPhone models and the component will not be integrated into the device’s A-series chip, DigiTimes reports. In paywalled report published earlier today, sources speaking to DigiTimes said that 2022 will be the last year when Qualcomm supplies all of the modems in iPhone models. Thereafter, iPhones are expected to begin featuring…

Future iPad Pro and MacBook Pro Models Rumored to Feature Ultra-Bright Double-Stack OLED Displays

Apple is in discussions with Samsung and LG over applying OLED displays with a two-stack tandem structure to future iPad and MacBook models, but the devices are likely several years away from launch, according to Korean website The Elec. The report indicates that a two-stack tandem structure would consist of two layers of red, green, and blue emission layers, allowing for the future iPad and …

2022 OLED iPad Air in Doubt After Apple Turns Down Samsung’s Display Panels

Apple has called off a joint project with Samsung to use a Samsung-developed OLED display for a forthcoming 10.9-inch iPad Air, according to a new report today from The Elec. The project was stopped due to either the single stack structure of OLED panel or profitability issues or both, people familiar with the matter said.Single stack refers to the current widely used OLED panel structure…

Apple VR Headset May Feature High Resolution Micro OLED Display With 3,000ppi

Apple’s rumored virtual reality (VR) headset may feature a high resolution micro OLED display with up to 3,000 pixels-per-inch, according to Korea’s The Elec. Apple has reportedly requested a sample of a display component called a fine metal mask (FMM) from the South Korean company APS Holdings. Apple has specifically requested samples of an FMM that can deliver 3,000ppi high-resolution…