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.
BOE has had unsuccessful attempts in the past to become a more prominent player in Apple's supply chain after reportedly failing product validation tests. Until now, Samsung has been Apple's largest display supplier, including for the iPhone 14 Pro and iPhone 14 Pro Max, which required more advanced manufacturing thanks to the pill-shaped display cutout.
Sunday February 1, 2026 10:08 am PST by Joe Rossignol
Last year, Apple launched CarPlay Ultra, the long-awaited next-generation version of its CarPlay software system for vehicles. Nearly nine months later, CarPlay Ultra is still limited to Aston Martin's latest luxury vehicles, but that should change fairly soon.
In May 2025, Apple said many other vehicle brands planned to offer CarPlay Ultra, including Hyundai, Kia, and Genesis.
In his Powe...
Sunday February 1, 2026 12:31 pm PST by Joe Rossignol
The calendar has turned to February, and a new report indicates that Apple's next product launch is "imminent," in the form of new MacBook Pro models.
"All signs point to an imminent launch of next-generation MacBook Pros that retain the current form factor but deliver faster chips," Bloomberg's Mark Gurman said on Sunday. "I'm told the new models — code-named J714 and J716 — are slated...
Sunday February 1, 2026 5:42 am PST by Joe Rossignol
Apple is planning to launch new MacBook Pro models with M5 Pro and M5 Max chips alongside macOS 26.3, according to Bloomberg's Mark Gurman.
"Apple's faster MacBook Pros are planned for the macOS 26.3 release cycle," wrote Gurman, in his Power On newsletter today.
"I'm told the new models — code-named J714 and J716 — are slated for the macOS 26.3 software cycle, which runs from...
Tuesday February 3, 2026 7:47 am PST by Joe Rossignol
We are still waiting for the iOS 26.3 Release Candidate to come out, so the first iOS 26.4 beta is likely still at least a week or two away. Following beta testing, iOS 26.4 will likely be released to the general public in March or April.
Below, we have recapped known or rumored iOS 26.3 and iOS 26.4 features so far.
iOS 26.3
iPhone to Android Transfer Tool
iOS 26.3 makes it easier...
Saturday January 31, 2026 10:51 am PST by Joe Rossignol
Apple recently updated its online store with a new ordering process for Macs, including the MacBook Air, MacBook Pro, iMac, Mac mini, Mac Studio, and Mac Pro.
There used to be a handful of standard configurations available for each Mac, but now you must configure a Mac entirely from scratch on a feature-by-feature basis. In other words, ordering a new Mac now works much like ordering an...
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.
