BOE Secures Annual Production Capacity of 100 Million iPhone OLED Panels with B11 Line… 350,000 Units per Module Line

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BOE's panel shipments for iPhone

BOE’s panel shipments for iPhone

According to UBI Research’s China Industry Trends Report, BOE has established an annual production capacity of up to 100 million OLED panels for iPhones, primarily through its B11 line.

BOE currently operates 26 Apple-dedicated module lines, of which 11 lines are in mass production and 3 lines are being used for development purposes. With a tact time reduced to 5.5 seconds, each line can produce up to 350,000 modules per month, resulting in a total monthly capacity of around 8 million iPhone modules. If the B11 line is fully dedicated to iPhone production, BOE can produce 8–9 million panels per month, or approximately 100 million panels annually, based on a 90% utilization rate and 85% yield.

Despite this significant production capacity, BOE’s actual panel shipments remain well below this level. In the first half of 2025, BOE shipped approximately 21 million iPhone panels, marking a 13% increase compared to 18.6 million units during the same period in the previous year. The company is expected to ship 24 million units in the second half of 2025, with total annual shipments projected at 45 million units. Should BOE succeed in supplying panels for the iPhone 17 series, shipments could increase further. However, as with the iPhone 16, BOE is likely to face difficulties in the early phase of new model production.

Although BOE still lags behind Samsung Display and LG Display in terms of technology, industry analysts note that it is rapidly narrowing the gap.

UBI Research’s Analyst Junho Kim commented, “As BOE’s share of iPhone panel supply continues to grow, this is expected to put increasing pressure on Samsung Display and LG Display during pricing negotiations with Apple. With BOE aggressively catching up, it will be critical to see how the Korean companies maintain their technological lead and strategic partnership with Apple.”

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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