Apple Considers Dropping BOE as iPhone Display Supplier Over Quality Issues

BOE has struggled to meet Apple's quality standards, delivering only a fraction of its OLED panel orders, leading Apple to explore alternatives like Samsung and LG.

Chinese display manufacturer BOE has delivered only 7-8 million OLED panels to Apple since early 2024, far below its 40 million unit commitment.
Production issues and quality problems have plagued BOE, prompting Apple to redirect most display orders to Samsung Display and possibly LG Display.
BOE's history with Apple includes past controversies, such as being temporarily banned in 2022 for altering iPhone display circuits without approval.
The iPhone SE 4, expected to launch soon, will reportedly feature displays from BOE and LG, though BOE's ongoing issues could affect future supply agreements.
Apple's reliance on fewer suppliers like Samsung and LG could result in higher component costs due to reduced competition in its supply chain.