BOE, a Chinese display supplier for Apple, is reportedly facing quality control issues that could affect the supply of upcoming iPhones, including the highly anticipated iPhone SE 4. These issues stem from a high rejection rate of BOE’s LTPS AMOLED displays intended for the iPhone 14, 15, and 16. This has resulted in a significant decrease in shipments, with BOE delivering only 7 to 8 million panels since the start of 2024, a far cry from their projected 40 million.
Samsung Display Absorbs Lost BOE Orders
Due to BOE’s production setbacks, a majority of the display orders have been transferred to Samsung Display. While LG Display, the primary supplier for the iPhone Pro series, might also see an increase in orders, the bulk of the redirected volume is expected to benefit Samsung. This shift in supply dynamics highlights the tight quality control standards Apple maintains for its components.
iPhone SE 4 Display Supply Remains Uncertain
Despite these recent challenges, BOE, along with LG Display, remains a designated OLED supplier for the iPhone SE 4, which is expected to be unveiled soon. This entry-level iPhone is rumored to boast a 6.1-inch AMOLED display, with Apple reportedly paying $25 per unit.
BOE’s History of Production Challenges
BOE’s involvement with Apple’s iPhone displays began with the iPhone 12 in 2020. Since then, the company has faced several production hurdles, including recurring issues meeting Apple’s stringent quality requirements. These setbacks have led to temporary production halts and reduced order volumes.
iPhone SE 4: A New Era for the Budget iPhone
The iPhone SE 4 is expected to mark a significant shift for Apple’s budget iPhone line. It’s rumored to feature Apple’s in-house 5G chip, the powerful A17 processor, an upgraded camera system, and a design overhaul. Notably, the iPhone SE 4 is projected to be the first in the SE series to ditch the home button in favor of Face ID, aligning it with the rest of the current iPhone lineup.
Impact on iPhone SE 4 Availability Unknown
The extent to which BOE’s current production issues will impact the initial availability of the iPhone SE 4 remains unclear. However, the shift in orders to Samsung Display suggests Apple is taking proactive steps to mitigate potential supply chain disruptions.
2024 iPhone Lineup: Beyond the SE 4
Beyond the iPhone SE 4, Apple’s 2024 iPhone lineup is expected to include the iPhone 17, iPhone 17 Pro, iPhone 17 Pro Max, and a new addition, the iPhone 17 Air. This diverse portfolio caters to a wide range of consumer preferences and price points.
Conclusion
BOE’s quality control challenges highlight the delicate balance between cost-effectiveness and maintaining high standards in the fiercely competitive smartphone market. While the long-term impact on the iPhone SE 4’s availability remains to be seen, Apple’s swift response in redirecting orders demonstrates their commitment to meeting consumer demand. The upcoming iPhone SE 4 launch will undoubtedly be closely watched, as its success hinges on navigating these supply chain complexities and delivering a compelling product to the market.
