2025年11月下旬，韩媒披露苹果已将原计划分配给京东方的1000万块iPhone 17 Pro国行版OLED面板订 单转交给三星显示，引发行业广泛关注。对此，京东方在投资者互动平台明确回应相关报道基于不实信 息，强调与全球合作伙伴的业务项目均按计划有序推进，双方合作保持稳定互信。 订单变动传闻引发行业热议 目前，苹果iPhone OLED面板主要依赖三星显示和LG Display，其中三星显示占据主导地位。苹果近年 来一直推动供应链多元化，扶持京东方等中国厂商，此次传闻若属实，将意味着其多元化策略在高端 LTPO技术领域暂时遇阻。 对于京东方而言，LTPO OLED面板的技术突破是进入苹果高端供应链的关键。尽管此次传闻引发市场 关注，但企业在回应中传递出持续推进技术研发与客户合作的信号。行业分析认为，随着国内面板厂商 在核心技术领域的不断攻坚，全球高端显示供应链格局有望逐步重塑，而技术实力与产品稳定性仍将是 竞争的核心要素。 截至发稿，苹果与三星显示尚未就此次订单传闻作出官方回应，事件后续进展有待进一步观察。 报道指出，LTPO技术作为实现120Hz自适应刷新率、息屏显示等功能的关键，对响应速度、稳定性等 ...

Group 1 - BOE, a mainland panel manufacturer, is set to supply OLED panels for Apple's iPhone 17, which was initially expected to be exclusively supplied by South Korean manufacturers [1] - UBI Research's vice president, Han Chang-wook, noted that BOE was not included in the previous iPhone 16 series but is anticipated to be part of the iPhone 17 lineup [1] - BOE has developed LTPO OLED technology and can meet Apple's requirements for narrow bezel panels [1] Group 2 - The LTPO OLED technology will expand to the standard version and iPhone 17 Air, while the iPhone 16 standard and Plus versions used LTPS OLED [1] - BOE previously supplied LTPS OLED for the iPhone standard series last year, and there is significant attention on its rapid advancement in LTPO technology [1] - BOE has completed the development of LTPO OLED panels and is currently undergoing quality assessments with Apple, having received approval for mass production [1] - UBI Research estimates that BOE's initial shipment volume will be approximately 5 million units [1]