On December 30, it was reported that according to South Korean media reports, BOE will deliver 45 million flexible OLED panels for iPhone to Apple next year, LG will provide 26 million flexible OLED panels to Apple, while Samsung will provide 150 million flexible OLED panels, down from 230 million this year.

It is reported that Apple has seen a way to reduce its dependence on Samsung and is ready to replace Samsung's similar products with BOE's screens. It is expected that the number of panels Apple buys from Samsung every year will continue to decline.

In the past two years, Apple has purchased LCD screens from BOE for iPad and MacBook. Therefore, Apple has a certain understanding of BOE. Since BOE began to sell OLED panels for Mate 20 series to Huawei, its reputation has greatly improved. If Apple finally replaces Samsung with BOE, it will greatly boost BOE's performance. For Apple, BOE's relatively low pricing can reduce Apple's spending on screens.

If the Korean media report is correct, Apple will add a third OLED panel supplier to its supply chain from next year. BOE's flexible OLED panel has passed Apple's quality test, and its price is significantly lower than Samsung's. It is hard to see what Samsung can do to counter BOE except to reduce the price, but it is unlikely that it will fall to the same level as BOE.

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