A series of production hiccups prompted Apple to drop Chinese semiconductor display company BOE Industry (BOE Technology Group) for its iPhone OLED sourcing. To mitigate production delays, Apple has shifted its OLED manufacturing to Samsung Display, BOE's largest competitor.
In a MacRumors report, BOE has been facing challenges in its production processes since November 2025 that have yet to be resolved. Such problems have prompted the company to scale back production on specific models. The occurrence of this issue is anything but new to the Chinese company, as it fell short of securing Apple's supply order in June and November of 2020, attributing it to manufacturing issues and low output, per MacRumors.
