Chinese display manufacturer BOE is poised to achieve a significant breakthrough with Apple. Recently, forecasts indicate that BOE’s share of supplying LCD panels for MacBooks is expected to reach 51 percent this year, largely influenced by the popularity of the MacBook Air. This move would position BOE well ahead of previous leader LG Display. Despite their history of a tumultuous relationship, where BOE has frequently struggled to meet Apple’s strict quality standards, there is potential for a more fruitful partnership.
Apple is set to transition its MacBook models to utilize “Tandem OLED” panels next year. These panels offer enhancements over traditional OLEDs by increasing both brightness and lifespan, potentially leading to increased demand for components supplied by Samsung and LG. This shift might pose challenges for BOE, especially as the company was unable to secure orders for the iPhone 17, which will rely solely on Samsung and LG for its panels. Notably, Apple plans to upgrade its flagship phones to LTPO OLED displays, a technology that BOE has yet to master.
However, there is still a glimmer of hope for BOE. If the company can improve its manufacturing processes to meet the required standards, it could play a pivotal role in reducing Apple’s production costs for future products. This would allow Apple to keep prices stable for consumers despite rising manufacturing expenses. It’s worth noting that Apple is also reportedly working on a budget model MacBook that could utilize older display panels, providing another pathway for BOE to solidify its position in Apple’s supply chain, while Apple continues to navigate the complexities of their evolving partnership.