AAPL - APPLE SUPPLIER BOE STRUGGLING WITH OLED QUALITY ISSUES, MACRUMORS 🔸 BOE struggles with OLED panel quality for iPhone 14, 15, and 16, failing to meet Apple's standards. 🔸 Delivered only 7-8M panels in 2024, far below 40M order target. Issues may take 6+ weeks to fix. 🔸 Apple may redirect orders to Samsung Display (likely to get most) and LG Display, which focuses on LTPO AMOLED for iPhone Pro models. 🔸 BOE faced similar issues in 2023 with iPhone 15 light leakage, leading to reduced orders. Rating (🟢 Good, 🟡 Neutral, 🔴 Bad): 🔸 BOE's performance: 🔴 Ongoing quality and delivery issues. 🔸 Impact on Apple: 🟡 May shift orders, but Samsung/LG can cover. https://www.macrumors.com/2025/02/10/apple-iphone-display-supplier-issues/