Guan Cha Zhe Wang·2025-07-25 09:30Core Insights - Apple has confirmed that it will allocate a portion of the OLED panel orders for the iPhone 17 Pro to China's BOE, which will supply screens for iPhone models sold in China [1] - The initial supply volume is limited, so the short-term impact on LG Display and Samsung Display will not be significant, but BOE is rapidly closing the technology gap [1] - The allocation of orders to BOE is seen as a strategy by Apple to reduce costs following the 25% tariff imposed on non-American iPhone imports during the Trump administration [1] Group 1 - BOE has reached Apple's minimum standards for OLED panels, and if it achieves technology parity with Samsung Display or LG Display, it may secure more orders [2] - BOE operates a production line capable of producing 100 million iPhone OLED panels annually, with a monthly capacity of approximately 8 million iPhone modules [2] - In the first half of 2025, BOE's iPhone panel shipments are expected to reach 21 million units, a 13% increase from 18.6 million units in the same period last year [2] Group 2 - Samsung Display is expected to supply 70 million OLED panels, while LG Display is projected to supply 43 million panels for the iPhone [3] - In Q2, LG Display held a 21.3% share of iPhone panel shipments, falling behind BOE's 22.7%, while Samsung Display maintained a leading position with 56% [3] - LG Display's performance is anticipated to rebound with the launch of the iPhone 17 series, with its market share expected to rise to 30.3% in Q3 [6]