Apple is mulling to shift from Samsung and LG and make its own custom displays for devices by as early as 2024, the media has reported. The tech giant is aiming to start changing the display in the highest-end Apple Watches by the end of 2024, said a report by news agency Bloomberg, citing people with knowledge of the matter. Apple is aiming to reduce its dependency on display technology partners such as Samsung and LG and introduce more in-house components.
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Samsung is the world’s most advanced manufacturer of displays and has been producing its own version of microLED for TVs. But by bringing the screens in-house, Apple could, in the long run, better customize its devices and maintain a stronger hold on its supply chain, the report added.
Meanwhile, China’s BOE has secured the initial order for the upcoming iPhone 15 and iPhone 15 Plus and the Apple display supplier may potentially overtake Samsung as the iPhone’s largest display provider by 2024, says famed Apple analyst Ming-Chi Kuo. Apple has various suppliers that manufacture its iPhones, iPads and other Apple devices.
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BOE may also become the largest supplier of the iPhone 15 and iPhone 15 Plus displays this year.
According to Kuo, China’s BOE has outpaced 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 per cent whereas Samsung has a share of 30 per cent.