WitsView睿智显示·2025-12-03 09:24Core Insights - Apple has allocated most of the OLED panel orders for the iPhone 17e to BOE, with the remaining supply expected from Samsung Display and LG Display [1] - Apple plans to ship approximately 8 million units of the iPhone 17e in the first half of next year, with a typical first-year shipment of around 20 million units for entry-level iPhone models [1] - The iPhone 16e, released this year, also sourced its OLED panels primarily from BOE, followed by Samsung Display and LG Display [1] Group 1 - The OLED screen of the iPhone 16e uses the same specifications as the 6.1-inch iPhone 14 standard model released in 2022, and the iPhone 17e is expected to continue using the same OLED screen while further reducing the bezel [2] - BOE's OLED screen shipment for iPhones in 2024 is projected to be around 40 million units, covering both new and old iPhone models, while the total OLED panel shipments for iPhones last year were between 230 million to 240 million units [2] - Samsung Display had the highest shipment volume, estimated at 120 to 130 million units, while LG Display's shipment was around 70 million units [2] Group 2 - Apple has previously launched entry-level iPhone SE models with LCD screens in 2016, 2020, and 2022, but this year introduced the iPhone 16e with an OLED panel, continuing with the iPhone 17e next year to maintain overall iPhone shipment volumes and gather more user data [3]