Based on an trade supply, BOE will probably be supplying the majority, if not all, of the 6.1-inch OLED panels for the upcoming iPhone SE 4. Reportedly, Samsung dropped out of the race because of the low pricing Apple was providing for every panel.
The report claims {that a} single 6.1-inch OLED unit prices round $30 at Samsung, whereas Apple was providing $25. Furthermore, the identical supply suggests the the worth is decrease than even what the Chinese language makers are asking.
With Samsung out of the image, BOE and Tianma stay, with BOE in all probability taking the entire orders for the iPhone SE 4.
Folks accustomed to the matter say that Samsung wasn’t all that invested within the deal to start with on account of low margins, so as soon as Apple requested for a fair cheaper price per unit, Samsung simply ended the negotiations.
By way of (in Chinese language)