Apple Shifts Millions of iPhone OLED Orders to Samsung After BOE Production Problems
Updated
Updated · Samsung Magazine · Jun 29
Apple Shifts Millions of iPhone OLED Orders to Samsung After BOE Production Problems
3 articles · Updated · Samsung Magazine · Jun 29
Summary
Apple redirected millions of additional iPhone OLED display orders to Samsung after Chinese supplier BOE ran into production problems.
Samsung was already a core iPhone supplier, and the shift underscores how few manufacturers can deliver high-end OLED panels at Apple’s required scale and quality.
Recent iPhone teardowns also found Samsung parts beyond displays, including LPDDR memory on some Pro models and display-related power and control chips.
That overlap highlights a supply-chain paradox: Samsung remains a key Apple component partner even as the two compete directly in smartphones, tablets and wearables.
For Apple, the fallback helps protect launch supply and smooth availability when one supplier stumbles, reinforcing its broader supplier-diversification strategy.