Apple has redirected millions of iPhone OLED panel orders from BOE to Samsung Display following persistent yield issues at BOE’s Mianyang fab. The reallocation, spanning December 2025 and January 2026, covers multiple iPhone generations and further entrenches Samsung Display’s position as Apple’s indispensable OLED partner while confining BOE’s near-term growth prospects to lower-tier LTPS panels
Global industrial display panel makers posted revenues of $3.4 billion in 2025, a 24% year-on-year increase despite unit shipments declining 0.4%, according to Omdia’s Industrial and Public Display & OEM Intelligence Service. The divergence between revenue growth and flat unit volumes underscores the industrial segment’s defining characteristic: diverse applications with relatively small shipment