Zhong Guo Jing Ying Bao·2025-07-07 14:19Group 1 - BOE is expected to supply approximately 51% of LCD panels for Apple's MacBook product line in 2025, surpassing LG Display as the largest supplier [2][3] - The total screen procurement for MacBook is projected to reach 22.5 million units in 2025, with a year-on-year growth of 1% [3] - BOE's market share in MacBook screens will increase by 12 percentage points compared to 2024, while LG Display's share will decrease by 9 percentage points [4] Group 2 - BOE has established an annual production capacity of 100 million OLED screens for iPhones, with a yield rate improving from 20% to 85% [4][6] - The entry of BOE into Apple's OLED supply chain for the iPhone 17 Pro Max indicates a significant improvement in product quality, meeting Apple's stringent standards [7][8] - The global AMOLED smartphone market share shows BOE at 16%, closing the gap with Samsung, which holds 43% [7][8] Group 3 - Challenges may arise for BOE in 2026 as Apple plans to introduce MacBooks with OLED screens, potentially allowing Samsung to regain market share [5] - Apple's supply chain strategy emphasizes diversification, which enhances competition among suppliers like BOE and Samsung [2][6]