Alongside LG Display, Samsung Display is set to dominate OLED panel shipments for the iPhone 18 Pro and Pro Max, effectively shutting China’s BOE out of the most lucrative tier this cycle.

Apple is expected to lock in OLED panel approvals this month. The outcome looks familiar: Samsung and LG will carry the bulk of the load, while BOE struggles to hold onto even a foothold in the high-end lineup.

At the center of this divide sits LTPO+. Samsung and LG have moved ahead here, refining both performance and production stability, while BOE has not kept pace.

LTPO+ is where the real game is being played. BOE’s limitations are showing up where it matters most, in yields and consistency. That is a serious problem when you are dealing with Pro models that demand tight power efficiency.

Pay attention: Samsung and LG have industrialized LTPO+; BOE is still catching up. Industry insiders say its yields remain inconsistent, and that alone is enough for Apple to look elsewhere.

Samsung Display is projected to ship around 146 million OLED panels to Apple this year. LG Display follows with over 82 million units. BOE sits far behind at roughly 35 million, most of that tied to older or entry-level models.

Even BOE’s partial involvement in the iPhone 17 Pro did not change the trajectory. Quality issues disrupted its supply, and Samsung ended up grabbing that demand. Keeping BOE in the mix gives Apple negotiating power against Samsung and LG.

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