SEOUL, Jan 23, 2026, 17:14 (KST)
- Reports indicate Apple moved millions of iPhone OLED panel orders from BOE back to Samsung Display following production issues.
- BOE is concentrating on stabilizing supply ahead of the planned budget iPhone 17e launch, with Korean suppliers taking on the redirected volume.
- Other leaks indicate stricter display standards for the iPhone 18 might narrow BOE’s involvement even more.
Apple has redirected orders for millions of iPhone screens from China’s BOE to Samsung Display following production issues at BOE, South Korea’s The Elec reported Friday. (디일렉(THE ELEC))
BOE’s problems have lingered since late 2025, prompting Samsung Display to step in and handle millions of iPhone OLED orders that were initially meant for the Chinese supplier, according to DigiTimes. (DIGITIMES Asia)
This is crucial since screens aren’t simple plug-and-play components. They require months of qualification and ramp-up, and any delay can disrupt a phone maker’s production schedule and leverage with suppliers.
TechNode, referring to The Elec, reported that issues in a critical manufacturing step cropped up in November and December, prompting BOE to halt OLED panel production for select iPhone 15, 16, and 17 models. OLED stands for organic light-emitting diode, the slim display technology featured in Apple’s latest iPhones. (TechNode)
Heise reported that the defects affect both LTPS and LTPO backplanes—the circuitry layer controlling the pixels. LTPO (low-temperature polycrystalline oxide) enables variable refresh rates to save power, whereas LTPS (low-temperature polycrystalline silicon) is a more established method, usually with fewer issues. (heise online)
According to MacRumors, BOE has provided OLED panels for iPhones starting with the iPhone 13 and continuing through the iPhone 17, including the iPhone 16e. Now, the company is gearing up for the iPhone 17e, expected in spring. MacRumors reports BOE shipped about 40 million iPhone OLED panels in 2024, though that number likely dropped last year amid ongoing challenges. (MacRumors)
OLED-Info reports that a disruption at BOE’s B11 AMOLED line has pushed Apple to shift an order for millions of iPhone OLED panels over to Samsung Display. BOE was initially secured as the first—and currently only—supplier for the iPhone 17e’s display set for early 2026. (OLED-Info)
Samsung Display has been providing screens to Apple for years, despite Samsung’s phone business directly competing with the iPhone. Apple also sources iPhone OLED panels from LG Display, pushing both suppliers to keep improving yields, brightness, and cost.
The supply shakeup coincides with new chatter about tougher iPhone screen specs. MacRumors referenced a Weibo post claiming Apple bumped up OLED standards for the iPhone 18, following the iPhone 17’s boost in outdoor peak brightness to 3,000 nits — which is the standard unit for measuring screen brightness. (MacRumors)
SamMobile, citing a Weibo post, reports that Samsung Display’s brightest OLED panels for smartphones might first appear in the iPhone 18 series. BOE could be left out if it fails to hit the higher brightness threshold. According to the site, Samsung’s Galaxy S26 phones will likely remain at about 2,600 nits. (SamMobile)
That said, the change in orders might not last. If BOE manages to resolve its process issues, Apple could switch suppliers again. Plus, Samsung Display has to juggle capacity across several Apple projects, so any bottlenecks might affect prices or delivery times.
The disruption follows the end of a trade-secret dispute at the U.S. International Trade Commission, where Samsung Display had filed a case against BOE. According to a Federal Register notice published earlier this month, the case was dropped after a settlement was reached. (Federalregister)
