Apple has granted BOE Technology approval to manufacture display panels for the upcoming iPhone 17 Pro, specifically targeting the Chinese market. This decision marks a significant milestone for BOE, which has traditionally supplied screens for Apple’s lower-tier iPhone models but faced challenges in meeting the stringent quality standards required for the premium Pro series.
BOE’s Journey to Approval
BOE’s path to this approval has been marked by both setbacks and advancements. In May 2022, Apple removed BOE from the iPhone 13 supply chain after discovering unauthorized design modifications. BOE had altered the circuit width of thin-film transistors without Apple’s consent to address yield issues, leading to an immediate halt in production. Since then, BOE has invested heavily in enhancing its technology and manufacturing processes to align with Apple’s rigorous standards.
Strategic Implications for Apple
This move aligns with Apple’s broader strategy to diversify its supply chain and reduce reliance on South Korean suppliers like Samsung Display and LG Display. By incorporating BOE, China’s largest OLED display manufacturer, Apple aims to mitigate potential risks associated with geopolitical tensions and trade restrictions. Localizing production for the Chinese market also allows Apple to better comply with regional regulations and cater to consumer preferences.
BOE’s Production Capacity and Future Prospects
BOE has significantly expanded its production capabilities, establishing an annual capacity to produce up to 100 million OLED panels for iPhones. This expansion includes 26 module lines dedicated to Apple, with 11 lines currently in mass production. Each line can produce up to 350,000 units per month, positioning BOE as a formidable competitor in the OLED market.
Despite this progress, BOE’s approval currently pertains only to the Chinese domestic market. There is no indication that Apple plans to utilize BOE’s Pro-level panels for international iPhone models at this time. However, this development enhances BOE’s credibility and may pave the way for future collaborations on a global scale.
Competitive Landscape and Quality Considerations
Samsung Display and LG Display have been Apple’s primary suppliers for high-end OLED panels, known for their superior brightness, efficiency, and durability. BOE has faced challenges in matching these quality benchmarks. In early 2025, reports indicated that BOE struggled to meet Apple’s quality standards for LTPS AMOLED displays, fulfilling only a fraction of its orders. These issues have raised concerns about BOE’s ability to consistently deliver panels that meet Apple’s expectations.
Conclusion
Apple’s approval of BOE to produce iPhone 17 Pro displays for the Chinese market signifies a strategic shift towards supply chain diversification and localization. While this partnership offers potential benefits, including cost management and regulatory compliance, it also underscores the importance of maintaining stringent quality standards. As BOE continues to enhance its technological capabilities, its role in Apple’s supply chain may expand, potentially influencing the competitive dynamics of the global OLED market.
