Overview
- Reports from ZDNet Korea, cited by MacRumors, say Apple reassigned BOE’s planned allocation after the supplier failed to meet reliability and yield requirements for LTPO OLED.
- BOE had initial mass-production approval in early Q3 2025 and was preparing up to 10 million panels for iPhone 17 Pro units sold in China.
- Technical issues tied to LTPO performance, including reliability and production yield, stalled BOE’s progress on panels that enable features like always‑on display and 120Hz ProMotion.
- BOE is said to have resolved its problems by mid‑November, but the timing reportedly came too late to retain Apple’s iPhone 17 Pro business.
- Samsung Display’s expected supply for the iPhone 17 lineup is now projected to rise from about 80 million to roughly 90 million panels, while BOE’s broader target of 40 million units this year is viewed as unlikely.