News
Samsung’s iPhone display business is under threat from Chinese competitor BOE
Samsung’s iPhone display business is under developing threat from Chinese rival BOE, which is preparing to mimic Korean supplier production. At the launch of the iPhone X, Samsung was the only OLED supplier that was able to meet the specific needs of the Cupertino company both in terms of complexity and yield.
Since then, Apple has added both LG and BOE as suppliers of the second iPhone, but Samsung has kept a number of orders. Recently, a Korean new report in TheElec suggests that that may change.
The Chinese BOE giant was in the process of transforming its three factories B7, B11, and B12 to create OLED panels in line with Apple’s conditions, says company firm UBI Research. As a result, the BOE is likely to surpass LG Display as the largest OLED supplier of iPhones by 2023, UBI Research chief executive Choong Hoon Yi said at an online conference Friday.
The Chinese giant aims to become the second-largest supplier of OLED panels to Apple by transforming its three industries, Yi said.
The production capacity of the flexible BOE panels will grow from the current 96,000 substrates (Gen 6 substrates) to 144,000 substrates per month in the fourth quarter of next year, the CEO said.
This level and current Samsung Display number of 140,000 substrates per month. And, LG also aims to double its production to up to 60,000 substrates per month. Both of these increases will see Samsung orders fall as Apple seeks to balance offers to reduce reliance on a single company.
However, there will be more business for the upcoming Apple OLED. Reports indicate that there may be OLED iPads by 2024, and OLED MacBooks by 2025, which are on the way to a long-term switch to microLED.
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By the end of 2023, Samsung Display is likely to supply nearly 70 million units of OLED for the iPhone 15 series to Apple. The company’s OLED volume by model is estimated to be in the low 20 million units for the iPhone 15 and 15 Plus, 9 to 10 million for Pro, and ~ 30 million for Pro Max.
Among the four iPhone 15 models, the 15 Pro Max OLED estimate, which Apple plans to produce the most, is four times higher for Samsung than for LG Display. Industry watchers say that Samsung Display’s iPhone 15 Pro Max OLED volume is in the mid-20 million units, three times that of LG Display.
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The prevailing view is that LG Display will have 15% more OLED volume than Samsung Display (9 million to early 10 million units). Those who see it differently predict that Samsung Display will secure around 20 million units of 15% OLED, which will be more than LG Display.
News
Apple’s Surprising Victory: Takes the Crown in Indian Smartphone Exports, Samsung Drops to Second
For the first time, Apple surpassed Samsung in smartphone export from India. The company shipped 49% of the country’s total 12 million shipments in the second quarter. Samsung, on the other hand, secured 45% of India’s total smartphone shipments in the same period.
Apple clocked a rapid growth in export volumes in the last year by making iPhones through contract manufacturers in India. The Cupertino-based company’s share of exports soared from just 9% of the roughly 8 million smartphones shipped in Q2 2022, to almost half the total smartphone exports in Q2 2023.
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Samsung’s share of export volumes fell from 50% in Q1 2023 to 45% in Q2 2023. This marks a sharp decline from Q2 2022 when the company had a dominating 84% of the export market from India. Meanwhile, exports by other Android brands (Xiaomi, Motorola, Vivo) declined from 10% in Q1 2023, to 6% in Q2 2023.
Google Messages is getting a new look for its voice recorder UI. The microphone icon in the text field will change to a waveform icon, which is different from the voice typing button in Gboard.
Instead of holding down the mic to record, you will now see a panel with a start/stop button and options to cancel, delete, or attach the recording. You will also see a waveform and a timer while recording, and you can play back the recording before sending it.
The voice messages preview will also show a waveform between the play/pause button and the timer, making it more noticeable than the current straight line.
These changes are not widely available yet, but some users have reported seeing them on their phones. These new changes are part of a bigger redesign that Google is working on for Messages, which includes a revamped home screen that is still in beta testing. Google might announce new features soon.
