Ming-Chi Kuo, an analyst at TF International Securities who seems to be a dab hand at social media influencing, had this to say on his Twitter feed:
BOE's iPhone display shipments for 2023 expected to grow rapidly, potentially overtaking Samsung and LG Display to become the largest supplier of displays for the new iPhone by 2024 at the earliesthttps://t.co/EcSmACqvpF
— 郭明錤 (Ming-Chi Kuo) (@mingchikuo) January 4, 2023
What the Analyst Says
In the middle of 2022 we had already talked about how BOE won the iPhone 14 business and said it was going to put pressure on the Korean suppliers, chiefly Samsung. If everything pans out for BOE then it is obviously meeting the volume demands that Apple is making and the results are a significant show of faith by Apple in the company, as well as twice the share of production compared to Samsung.
