BOE's OLED Panels for iPhone 15 Face Production Hurdles
Apple supplier BOE is facing light leakage issues on its OLED panels for the iPhone 15, resulting in lower yields and potential supply constraints. BOE failed to meet Apple's production standards, leading to the cancellation of orders. Samsung, another OLED panel supplier for Apple, poses a threat to BOE's market share. BOE may not receive production approval from Apple for the iPhone 15 lineup, impacting its revenue. The focus now shifts to the iPhone 16 lineup, which is expected to feature larger OLED displays.