IT House News on January 6, according to Securities Daily, BOE’s secretary office said that the company is continuing to expand or deepen cooperation with Apple and other customer resources, and it is currently inconvenient to disclose too much information about a single customer. allow.
According to TF International analyst Ming-Chi Kuo, BOE’s iPhone display shipments will grow rapidly in 2023, and it may beat Samsung and LG Display in 2024 and become the largest display supplier for the new iPhone .
According to the latest survey by Ming-Chi Kuo, BOE has beaten Samsung to obtain most of the display orders for the new iPhone 15 and iPhone 15 Plus in the second half of this year . If the development and production go well in the next few months, BOE will be the largest screen supplier for the iPhone 15 and 15 Plus, accounting for about 70% of the supply (Samsung accounts for about 30%).
IT Home learned that Ming-Chi Kuo said that BOE has only received orders for the 6.1-inch iPhone 14 display in the iPhone 14 series, and the proportion of supply is the lowest. Therefore, BOE’s iPhone display shipments in the second half of this year will increase significantly year-on-year.
Other information revealed by Ming-Chi Kuo is as follows:
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BOE’s iPhone display shipments in 2022 accounted for only about 12–15% . Therefore, even if iPhone shipments are negatively affected by the economic recession in 2023, BOE’s iPhone display shipments in 2022 have a low base period. Still easily able to achieve high shipment growth of 70–100% YoY (year-over-year), significantly better than most of Apple’s suppliers.
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BOE expects to ship a large number of LTPO displays for high-end iPhones in 2024 (Samsung and LG Display are also suppliers). If BOE can obtain about 20–30% of the high-end iPhone LTPO display orders in the second half of 2024, and maintain a shipment ratio of about 70% of the low-end iPhone display in 2H24, then BOE has the opportunity to become the largest display of the new iPhone in the second half of 2024 supplier.
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In the next 2-3 years, BOE’s key profit growth momentum will come from other new applications, including medium and large-sized OLEDs for Apple, medium and large-sized mini-LEDs for Apple, and lower-priced foldable screens for Android phones.
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Event Tracking
- 2023-01-06 BOE responds to rumors of winning a large order for Apple mobile phones: No single customer information will be disclosed
- 2023-01-04 Guo Mingji: BOE has obtained most of the display orders for iPhone 15 and 15 Plus
- 2022-11-25 BOE will supply up to 6 million OLED panels for iPhone 14, accounting for about 5%
- 2022-11-25 BOE expects to ship 80 million OLEDs throughout the year, and invests in new production lines to produce VR screens
- 2022-11-16 Glory responds to BOE and other shareholders’ investment: Diversified equity has always been the company’s development principle
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