Apple has placed orders with display supplier BOE for the iPhone 15 and iPhone 15 Plus for the second half of 2023, with the supplier potentially overtaking Samsung as the iPhone's largest display provider by 2024.
Writing in his Medium blog, Apple analyst Ming-Chi Kuo says BOE has beaten Samsung for orders for the upcoming iPhone 15 and iPhone 15 Plus, and that by 2024, BOE will start mass shipments of high-end LTPO displays for the iPhone, making it the largest display supplier.
BOE has beaten Samsung and secured most 2H23 new iPhone 15 and 15 Plus display orders. If development and production proceed smoothly over the next few months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with a market share of around 70% (compared to Samsung's 30%).
BOE is expected to start mass shipments of LTPO displays for high-end iPhones in 2024, with Samsung and LG Display also being suppliers. If BOE can obtain orders for 20–30% of the 2H24 high-end iPhone LTPO displays and maintain a market share of around 70% for 2H24 low-end iPhone displays, then BOE will likely become the largest supplier of displays for the new iPhone in 2H24.
Bloomberg's Mark Gurman has high expectations for Apple's first foldable iPhone.
In his Power On newsletter today, he said the foldable iPhone will be "the most significant overhaul in the iPhone's history."
"iPhone 4, iPhone 6 and iPhone X were clearly a big deal, but this is a whole new design," he said.
Like Samsung's Galaxy Z Fold 7, the foldable iPhone will reportedly open up like ...
iOS 26.5 is now available for developers, and while it doesn't include any new Siri capabilities, there are some major changes for the European Union, and smaller tweaks for features available worldwide.
Suggested Places
In the Maps app, there's a new "Suggested Places" feature that recommends locations to visit based on trending places nearby and recent searches. When Apple launches ads in ...
Apple has been celebrating its upcoming 50th anniversary by hosting surprise performances and other events around the world over the past few weeks, and now Bloomberg's Mark Gurman has revealed details about the company's grand finale.
In a social media post, Gurman said Apple's celebrations will conclude this week with a finale at its Apple Park headquarters for employees.
A special...
Apple's second-generation MacBook Neo will launch in 2027 and could feature a touchscreen, according to analyst Ming-Chi Kuo.
Apple this week announced the MacBook Neo, an all-new entry-level Apple laptop that starts at $599, with education pricing at $499. The MacBook Neo is designed to compete with lower-cost Windows laptops and Chromebooks, while expanding the Mac lineup with a...
Wednesday March 11, 2026 4:31 am PDT by Tim Hardwick
Apple's second-generation MacBook Neo may not feature a touch-capable display after all, according to industry analyst Ming-Chi Kuo.
In a report dated September 2025, Kuo accurately predicted that the MacBook Neo would enter mass production in the fourth quarter of 2025, noting that it would not feature a touchscreen. In the same report, however, the analyst said he believed Apple...
Wednesday March 11, 2026 6:08 am PDT by Tim Hardwick
Apple's pricing for the iPhone 17e and MacBook Neo strongly suggests that Apple plans to keep iPhone 18 Pro prices unchanged when the new models launch later this year, according to industry analyst Ming-Chi Kuo.
Sharing his latest thoughts on Apple's increasingly diversifying product roadmap, Kuo said on X that Apple's strategy is to use turmoil in the global memory chip market to its...
I’m over these yearly releases with little to no innovation. (That goes for all cell phone makers not just apple) I’ll upgrade maybe every 3-4 years from here on out.
I think Apple is doing that to keep the display costs low. Otherwise we're going to end up paying higher prices for the iPhone.
I would rather have last year's Samsung / LG panels than next year Chinese panels. Apple needs to wake up and stop expecting a 40% gross margin to satisfy Wall Street.
