Chinese language show maker BOE is poised to overhaul all rivals as Apple’s largest provider of MacBook panels in 2025, however the firm’s newfound dominance could not final for lengthy with OLED MacBook Pro fashions on the horizon for subsequent yr.
Based on market analysis agency Omdia, BOE is anticipated to seize 51% of Apple’s MacBook show panel orders this yr, up from 39% in 2024. The rise is primarily attributed to Apple’s expanded procurement of LCD panels for the MacBook Air lineup, which now is available in 13.6-inch and 15.3-inch sizes.
BOE is projected to ship roughly 11.5 million items to Apple in 2025, representing the primary time the Chinese language producer will provide greater than half of the show panels used throughout Apple’s MacBook lineup. Omdia believes that Apple’s rising demand for MacBook Air panels was instrumental to the change.
Apple is forecast to buy 22.5 million show panels for MacBooks in complete this yr, representing a 1% improve year-over-year. Though the rise in procurement quantity is modest, the redistribution of orders amongst suppliers is appreciable.
LG Show has traditionally been Apple’s major MacBook show provider. It’s now anticipated to provide solely 8.48 million items in 2025, comparable to a 35% market share. This marks a 12.2% decline in LG Show’s cargo quantity and a 9% level lower in its share in comparison with the earlier yr.
Sharp continues to provide mini-LED panels for the MacBook Professional and it’s forecast to provide 3.1 million items to Apple in 2025. This represents a 20.8% year-over-year decline in cargo quantity and corresponds to a 14% market share. Omdia believes that weakening demand for MacBook Professional fashions has affected the availability volumes of LG Show and Sharp, as Apple redirects a larger proportion of orders to BOE.
Omdia famous that BOE’s resurgence could not final for lengthy; Apple is anticipated to improve the MacBook Professional to OLED expertise subsequent yr:
OLED expertise, with its superior show efficiency and slimmer, lighter kind components, is anticipated to be launched in MacBooks beginning 2026. Samsung Show is more likely to be a part of Apple’s MacBook provide chain at the moment, intensifying competitors amongst show makers because the market shifts from LCD to OLED.
Till OLED panels start delivery, BOE is anticipated to retain its dominant place within the MacBook show provide chain, largely as a result of power of the MacBook Air in Apple’s product lineup. For now, BOE’s 12% level achieve year-over-year offers it a transparent lead over its South Korean and Japanese rivals.