Samsung has reportedly dropped negotiations with Apple over OLED panel supplies for the upcoming iPhone SE 4. Chinese display makers are now likely to win display orders for Apple’s future generation of the iPhone SE, according to a new IT Home report.
Per the report, Chinese manufacturer BOE is now likely to be the main supplier of OLED displays designated for the iPhone SE 4 which is said to launch early next year. Samsung was the main contender to win orders as reported before, but the Korean giant halted negotiations with Apple earlier this month over price negotiations. Samsung’s latest offer indicated a price of $30 per OLED panel, yet Apple was hoping to achieve a lower price of $25 per display unit, a price Samsung was unwilling to match.
The report adds that BOE and Tianma are currently the only contenders to supply OLED displays for the iPhone SE 4. In all cases, BOE is likely to edge out Tianma, as the latter’s OLED panels are yet to pass Apple’s quality control requirements. BOE panels seem to be of higher quality compared to Tianma, and the company is also willing to accept Apple’s unit price to secure the order. If all goes to plan, BOE can expect to supply Apple with around 15 million OLED panels for next year’s iPhone SE 4.
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The final OLED panel price for the iPhone SE 4 will be considerably lower than that of the iPhone 15 as the former will reuse established technologies that suppliers won’t need to spend again on research and development. The expected OLED panel will be based on that of the iPhone 14 and iPhone 13 displays a few years ago, and will come in at the same 6.1-inch size, a massive increase from the current iPhone SE’s 4.7-inch LCD screen.
The iPhone SE 4 is expected to be strongly reminiscent of the 6.1-inch base iPhone 14 released two years ago. It will be the first iPhone SE to do away with the Home button in favor of Face ID and an all-screen design, and could also be the first iPhone to commercially use Apple’s custom 5G modems.
