京東方2023年iPhone顯示屏出貨快速成長，最快將在2024年擊敗Samsung與LG Display成為新款iPhone最大顯示屏供應商 / BOE’s iPhone display shipments for 2023 expected to grow rapidly, potentially overtaking Samsung and LG Display to become the largest supplier of displays for the new iPhone by 2024 at the earliest

京東方2023年iPhone顯示屏出貨快速成長，最快可能將在2024年擊敗Samsung與LG Display並成為新款iPhone最大顯示屏供應商。我最新的調查顯示：

1. 京東方已擊敗Samsung，取得2H23新款iPhone 15與15 Plus大部分顯示屏訂單。若未來數個月開發與生產順利，京東方將是2H23 iPhone 15與15 Plus最大螢幕供應商，供應比重約70% (vs. Samsung比重約30%)。

2. 京東方在2H22 iPhone 14系列中，僅取得6.1" iPhone 14顯示屏訂單，且供貨比重最低。故京東方在2H23 iPhone顯示屏出貨將顯著同比成長。

3. 京東方在2022年的iPhone顯示屏出貨佔比僅約12–15%，故即便iPhone出貨在2023受到經濟衰退的負面影響，京東方因2022年iPhone顯示屏出貨基期低之故，在2023年仍能輕易達到70–100% YoY的高出出貨成長，顯著優於大部分Apple供應商。

4. 京東方預計在2024年大量出貨高階iPhone用的LTPO顯示屏 (Samsung與LG Display亦是供應商)。若京東方能取得約20–30% 2H24高階iPhone LTPO顯示屏訂單，並維持2H24低階iPhone顯示屏約70%的出貨比重，則京東方有機會成為2H24新款iPhone最大顯示屏供應商。

5. 京東方未來2–3年來自其他新應用的關鍵獲利成長動能，包括Apple用的中大尺寸OLED、Apple用的中大尺寸mini-LED與更低價的Android手機折疊屏。

BOE’s iPhone display shipments for 2023 are expected to grow rapidly, potentially overtaking Samsung and LG Display to become the largest supplier of displays for the new iPhone by 2024 at the earliest. My latest survey indicates:

1. BOE has beaten Samsung and secured most 2H23 new iPhone 15 and 15 Plus display orders. If development and production proceed smoothly over the next few months, BOE will become the largest display supplier for the iPhone 15 and 15 Plus, with a market share of around 70% (compared to Samsung’s 30%).

2. For the 2H22 iPhone 14 series, BOE only obtained orders for the 6.1" iPhone 14 display and had the lowest market share. As a result, BOE’s shipment of iPhone displays for 2H23 will grow significantly on a YoY basis.

3. BOE’s market share of iPhone display shipments was only around 12–15% in 2022. Therefore, even if iPhone shipments are negatively affected by the economic recession in 2023, BOE could still easily achieve a high YoY growth of 70–100% due to the low base of iPhone display shipments in 2022, outperforming most Apple suppliers.

4. BOE is expected to start mass shipments of LTPO displays for high-end iPhones in 2024, with Samsung and LG Display also being suppliers. If BOE can obtain orders for 20–30% of the 2H24 high-end iPhone LTPO displays and maintain a market share of around 70% for 2H24 low-end iPhone displays, then BOE will likely become the largest supplier of displays for the new iPhone in 2H24.

5. BOE’s key growth drivers for profits from new applications over the next 2–3 years include medium to large OLED displays for Apple, medium to large mini-LED displays for Apple, and more affordable foldable displays for Android phones.