Samsung has refused to produce displays for the iPhone SE 4, expected to debut in 2025, a new supply chain report says. major update.
A Korean report says Samsung failed to reach an agreement with Apple on the price of the displays, so China's BOE will produce them instead …
iPhone SE 4
For the first time, we heard about plans for a major update to Apple's entry-level phone in November last year. The company is reportedly planning to ditch the Home button and bring the iPhone SE 4 in line with today's full-screen design.
This was confirmed by a follow-up report that said Apple will use the iPhone 13's display, which essentially the same as in the iPhone 14.
We've already noted that reusing technology from older iPhones is a good way to minimize costs. , since all research and development work has already been completed and taken into account in existing production cycles.
At the time, it was reported that Samsung, BOE and Tianma were competing for display contracts.
Samsung refused, says supply chain report
IT Home Today cites a Korean report that all iPhone SE 4 displays will now be made in China’s BOE , after Samsung pulled out of negotiations.
According to South Korean media ZDNet Korea, BOE has taken the initiative to become the screen supplier for Apple iPhone SE 4, and Samsung has revealed that it has pulled out of negotiations due to pricing issues […]
Samsung [as reportedly] pulled out of supply negotiations for price reasons in the middle of this month, mainly because Apple's price was only $25. Samsung's previous offer was $30.
The report said Tianma failed to prove it could meet Apple's quality standards for the display, so BOE has now won the award. the only contract.
Some risk, but no company will be too unhappy
Moving to BOE does pose some level of risk. Samsung, which previously produced the displays for the iPhone 13 and 14, will solve all the problems of the production line, allowing it to achieve high performance from the very beginning. While BOE can learn from Samsung's experience, there are still likely to be some hiccups on the road to mass production.
Apple also generally prefers to have multiple suppliers, both to reduce risk and to maximize negotiations. power.
But given that this is not a flagship product, and Apple couldn't beat Samsung on price, it will likely be pleased with the result. Samsung has also clearly decided that it doesn't make business sense to make a meager profit on an old product when it has a strong revenue stream from making displays for flagship iPhones.
