China's BOE Technology is moving to diversify Apple's iPhone display driver IC (DDI) supply chain, a shift that threatens South Korea's LX Semicon, once a dominant and long-standing supplier in the market.
Samsung Display (SDC), LG Display (LGD), and China's BOE are expected to maintain their positions in Apple's iPhone panel supply chain through 2025 and 2026, according to industry forecasts. Samsung, in particular, is poised to expand its portfolio as Apple prepares to mass-produce its first foldable iPhone.
Samsung Display (SDC) is executing a sweeping organizational overhaul across both its IT and small-to-medium panel businesses, aiming to solidify its leadership in OLED displays while countering growing competition from China.
Global notebook brands are pressuring Taiwan's optical component suppliers to diversify production under a "Non-China, Non-Taiwan" (NCNT) mandate. What started as efforts to reduce reliance on China has expanded into demands that by 2027, supply chains fully exit Taiwan, which major PC makers now view as a geopolitical risk.
Google has officially launched its latest lineup of Pixel devices, all powered by the next-generation Tensor G5 chip, built using TSMC's cutting-edge 3nm process. In a rare move, Google's US headquarters publicly acknowledged its partnership with the Taiwanese chipmaker, underscoring the growing strategic importance of Taiwan's semiconductor supply chain.
The third quarter, traditionally a peak season for the smartphone supply chain, has brought a mixed picture for display panel pricing. While overall production remains at high utilization levels, market dynamics and pricing trends vary significantly across panel technologies.
Samsung Electronics' upcoming Galaxy Tab S11 series is reportedly set to feature a MediaTek Dimensity 9400 application processor (AP), a notable shift from its previous reliance on Qualcomm's Snapdragon platform. Analysts say the move is part of Samsung's broader strategy to reduce component costs and improve bargaining power when sourcing APs.
