是说芯语·2025-11-23 04:23Core Viewpoint - The article discusses the recent shift of Apple's OLED panel order for the iPhone 17 Pro from BOE to Samsung Display, highlighting the implications for both companies and the industry as a whole [1][3][5]. Group 1: Order Changes and Technical Issues - Reports indicate that BOE was initially set to supply 10 million OLED panels for the iPhone 17 Pro but faced challenges with LTPO OLED panel reliability and production yield, leading to the order being reassigned to Samsung [3][5]. - The LTPO technology is critical for features like 120Hz adaptive refresh rates, and BOE's panels reportedly had a switching delay of over 15 milliseconds, exceeding Apple's 5 milliseconds requirement, with a production yield of only 32% [3][5]. - Despite claims that BOE resolved these technical issues by mid-November, Apple's supply chain decisions had already been finalized, resulting in Samsung's supply volume increasing from 80 million to approximately 90 million panels for the iPhone 17 series [3][5]. Group 2: BOE's Response and Market Position - BOE responded to the rumors by asserting that its partnerships with global clients remain stable and that all projects are progressing as planned, expressing regret over the misinformation [4][5]. - The company emphasized its commitment to ongoing technology development and collaboration with key clients, indicating a focus on entering the high-end LTPO OLED supply chain [4][5]. - The article notes that Apple's reliance on Samsung and LG Display for OLED panels highlights the challenges faced by Chinese manufacturers like BOE in achieving high-end technology breakthroughs [5].