Mashable: BOE, the leading iPhone display supplier, has received orders from Apple for the iPhone 15 and iPhone 15 Plus for the second half of 2023. BOE may overtake Samsung as the largest iPhone display supplier by 2024.

Ming-Chi Kuo, an Apple analyst, recently claimed in a blog post on Medium that BOE has outcompeted Samsung and won the majority of orders for new iPhone 15 and 15 Plus displays for 2H23.

 
If all goes well over the next few months with development and manufacturing, BOE will overtake Samsung as the top display supplier for the iPhone 15 and 15 Plus, with a market share of roughly 70% (compared to 30% for Samsung).

In 2024, BOE will join Samsung and LG Display as major providers of LTPO panels for high-end iPhones. In 2H24, BOE will likely become the top supplier of displays for the new iPhone if it can secure orders for 20–30% of the high-end iPhone LTPO screens and maintain a market share of approximately 70% for the low-end iPhone displays.

According to reports, BOE has previously attempted and failed, to become a more significant player in Apple's supply chain by failing product validation tests. Due to the pill-shaped display cutout on the iPhone 14 Pro and iPhone 14 Pro Max, Apple needed a more sophisticated manufacturer than it had previously used, and until today, that manufacturer has been Samsung.