3 6 Ke·2025-08-31 10:51Core Insights - Three companies, BOE, Samsung Display, and LG Display, are set to dominate Apple's iPhone screen orders, marking a shift from a duopoly to a triopoly in the OLED panel market [1][2] - UBI Research forecasts that the competition and order distribution among these three suppliers will significantly impact the global smartphone panel market [1] Group 1: Company Performance - BOE successfully supplied 43 million panels for the iPhone 16 standard model last year and is expected to provide around 5 million panels for the iPhone 17 Pro in 2025, bringing total shipments to 45-50 million [1] - Samsung Display shipped 63.8 million panels for the iPhone 16 series, contributing to a total of 124 million panels for all iPhone models, and is projected to maintain its position as the largest OLED panel supplier for the iPhone 17 series with an expected shipment of 78 million panels [2] - LG Display supplied 42 million panels for the iPhone 16 series, with total shipments reaching 67.42 million, and is expected to increase its supply to 45.6 million panels for the iPhone 17 series [2] Group 2: Market Dynamics - The overall iPhone panel shipment last year was over 230 million, with Samsung and LG splitting the remaining market share after BOE's contribution [1] - The competition among BOE, Samsung, and LG is anticipated to be a crucial factor in the future of the smartphone panel market, particularly in high-end LTPO panel production [2]