A story that seems to repeat itself: China’s display maker BOE is struggling to meet Apple’s strict standards. If this situation doesn’t improve, the iPhone 17 series may exclusively use screens from Samsung and LG, leaving BOE without a major business opportunity.

BOE is reportedly (translated source) attempting to qualify for the display supply of the iPhone 16 Pro, which features an LTPO OLED panel. Apple markets this as a “ProMotion” display, known for its ability to lower its refresh rate from 120 Hz down to just 1 Hz. This feature helps conserve battery life when using apps that don’t require high refresh rates or while using the always-on display.

There have been multiple reports suggesting that Apple might switch all iPhone 17 models to higher refresh rate displays. If BOE is being asked to meet LTPO OLED specifications, it's likely that every iPhone 17 model will include a ProMotion screen.### Are you looking forward to all iPhone 17 models featuring 120 Hz?

I can't wait 36.11%

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What took them so long? 45.83%

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However, BOE has not managed to pass these tests yet. Additionally, LG Display’s recent heavy investments have led some industry analysts to speculate whether the company already has significant orders in place. Both Samsung and LG are said to have started mass production of displays intended for the iPhone 17 lineup.

The iPhone 16 Pro uses an LTPO OLED display. | Video credit — Apple

Apple has long wanted to diversify its suppliers by including BOE, primarily to reduce manufacturing costs. However, Apple refuses to compromise on the experience of its flagship products and even introduced its own cellular modem in the more affordable iPhone 16e.

Samsung too is worried about increasing costs, particularly with the arrival of 2 nm chips, which are significantly more expensive. According to sources, Samsung is considering sourcing OLED materials from Chinese suppliers to help cut costs. The company had previously hesitated due to concerns over sharing its development roadmaps with these suppliers.

If BOE fails to meet Apple’s requirements in time, the entire iPhone 17 lineup will only feature displays from Samsung and LG. While BOE may eventually catch up, this setback would be a major loss for the company.

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