Apple and BOE reportedly deepen OLED partnership as BOE targets 35 million iPhone display shipments in 2026

Every Wednesday and Friday, TechNode’s Briefing newsletter delivers a roundup of the most important news in China tech, straight to your inbox. Your support helps TechNode continue to provide credible, on-the-ground journalism and industry insights about the Chinese tech industry. Chinese display panel firm BOE Technology Group is expected to further deepen its partnership with Apple this year, with an estimated shipment of around 35 million OLED displays in 2026, according to online reports. The supply is said to cover multiple iPhone models, including the iPhone 14, iPhone 16e, and iPhone 17e, and the iPhone 17 Pro series alone is expected to account for around 8.2 million panels. While South Korea’s Samsung Display and LG Display remain the primary suppliers of OLED panels for Apple’s premium iPhone models, BOE has reportedly been expanding production capacity and improving yield rates, gradually challenging the long-standing dominance of Korean display makers in Apple’s supply chain. [TechWeb, in Chinese]

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