Samsung fulfills most of Apple’s iPhone 15 OLED display orders.

Samsung fulfills most of Apple's iPhone 15 OLED display orders.

Samsung Secures Display Monopoly for iPhone 15, Leaving BOE Behind

There’s a new twist in the world of smartphone displays, and it involves Samsung, Apple, and a Chinese manufacturer called BOE. It seems that Samsung has managed to secure a monopoly in the supply of iPhone 15 displays this year, leaving BOE in the dust.

BOE was initially set to supply OLED displays for the standard iPhone 15 and the larger iPhone 15 Plus. However, they encountered problems with light leakage around the portion of the OLED display that accommodates the TrueDepth camera and Face ID cutouts. This issue proved to be so entrenched that Apple ultimately dropped the order, causing BOE to miss out on becoming one of the initial suppliers.

Now, the amount of displays originally allocated to BOE has been transferred to Samsung Display, effectively making Samsung the sole supplier of OLED panels for all four iPhone 15 models. This turn of events has prompted Samsung to increase orders for related materials and parts, with a 20% boost in orders for September and October compared to August alone.

The display situation for the iPhone 15 models is quite interesting. Samsung is supplying low-temperature polycrystalline silicon (LTPS) thin-film transistor (TFT) panels for the standard iPhone 15 and iPhone 15 Plus. This means that the more affordable devices will continue to lack features like ProMotion support and an always-on display option seen in Apple’s Pro models.

On the other hand, the higher-tier iPhone 15 Pro and iPhone 15 Pro Max models are equipped with low-temperature polycrystalline (LTPO) TFT OLED panels. These LTPO panels boast 120Hz ProMotion support and a 1Hz refresh rate capability, allowing the idle Lock Screen to remain visible without significantly impacting battery life.

Interestingly, there’s a rumor suggesting that all iPhone 15 models might come with a more power-efficient OLED display driver chip manufactured on a 28nm process. This would result in reduced power consumption and potentially improved battery life across the board. However, it is yet unknown whether this new display driver chip will be contributing to the improved power efficiency of the iPhone 15 Pro models, which are already expected to have better battery life thanks to the new 3-nanometer A17 chip.

As for BOE, there’s uncertainty regarding the manufacturer’s quality approval for their OLED displays. Even if they do obtain approval, only a minimal quantity is expected to be allocated this year due to Samsung’s stronghold in the display supply market.

This development undoubtedly puts Samsung in a position of power, as they dominate the OLED panel supply for the highly anticipated iPhone 15 models. It will be interesting to see how this display monopoly affects the competition between smartphone manufacturers and the overall user experience of the upcoming iPhone 15 series.

iPhone 15 Pro Blue Front Perspective Feature Orange