Apple is currently in negotiations with display suppliers for the upcoming iPhone SE 4, looking to secure a favorable price for OLED panels. Here’s a breakdown of the current situation:
– Samsung Display has offered the lowest price at $30 per unit, followed by BOE at $35 and Tianma at $40.
– Apple is aiming to pay $20 per unit, given that the iPhone SE 4 is expected to use legacy technology and recycled parts.
– The lower pricing is also attributed to the fact that the panel will be similar to those used in previous iPhone models, eliminating the need for significant research and development.
Samsung Display has an advantage over its competitors as it already has inventory of the iPhone 14’s OLED panel, allowing them to fulfill orders faster. BOE, on the other hand, has faced challenges with production and needs to win more business from Apple.
In light of these factors, it’s likely that Samsung Display will secure the majority of the business unless BOE adjusts its pricing significantly. This is due to their existing profitability from supplying OLED panels for other iPhone models.
Ultimately, Apple’s negotiations with display suppliers will determine which company secures the contract for supplying OLED panels for the iPhone SE 4. Stay tuned for updates on this developing situation.
