Apple To Cut Dependency On Samsung, LG For Panels, Make In-House Custom Displays

As early as 2024, Apple is considering moving away from Samsung and LG and creating its own custom displays for its devices, according to media reports. The tech giant aims to start changing the display of his top-of-the-line Apple Watch by the end of 2024, reports Bloomberg news agency, citing people familiar with the matter. Apple aims to reduce its reliance on display technology partners such as Samsung and LG and introduce more of its own components.

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Samsung is the world’s most advanced display maker, producing its own version of microLED for TVs. But bringing screens in-house will allow Apple to better customize its devices and keep its supply chain stronger in the long run, the report adds.

Meanwhile, China’s BOE has secured first orders for the upcoming iPhone 15 and iPhone 15 Plus, and Apple’s display supplier could overtake Samsung as the largest iPhone display provider by 2024, according to a prominent report. Apple analyst Ming-Chi Kuo said. Apple has various suppliers that make iPhones, iPads and other his Apple devices.

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BOE could also become the largest supplier of iPhone 15 and iPhone 15 Plus displays this year.

According to Kuo, China’s BOE has surpassed Samsung to secure most of the new iPhone 15 and 15 Plus display orders for 2H23. If development and production go smoothly in the coming months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with a market share of around 70% and Samsung’s share of 30%.