BOE to Overtake LG as Apple's Top MacBook Display Supplier in 2025 [Report]
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Posted July 2, 2025 at 7:12pm by iClarified
A new report from Omdia says that BOE is set to become Apple's top MacBook display panel supplier in 2025, a first for the Chinese display manufacturer. The shift will reportedly see BOE capture a 51% share of Apple's MacBook panel supply, while LG Display, the historical leader, will see its share fall.
The analysis forecasts Apple's total MacBook panel purchases will hit 22.5 million units in 2025, a modest 1% year-over-year increase. "BOE is expanding its MacBook Air panel orders, particularly for the popular 13.6-inch and 15.3-inch models. This marks the first time BOE secured more than half of Apple's MacBook panel orders," said Linda Lin, Senior Principal Analyst at Omdia. "BOE aims to supply 11.5 million notebook panels to Apple in 2025, reflecting a significant YoY growth."
The move comes at the expense of LG Display and Sharp. Omdia notes that while Apple's stockpiling of inventory ahead of U.S. tariffs briefly boosted all suppliers, the underlying trend favors BOE due to weaker demand for the MacBook Pro models that LG and Sharp primarily supply. LG Display's share is expected to drop to 35% in 2025, with its supply volume falling 12.2% YoY to 8.48 million units.
"Sharp will continue focusing on MacBook Pro panels sized at 14.2 inches and 16.2 inches. However, due to weaker demand for MacBook Pros in 2025, Sharp's annual supply volume to Apple may decrease by 20.8% YoY, to 3.1 million units, representing a 14% market share," Lin added.
The report also looks ahead to the Mac's display future. "OLED technology, with its superior display performance and slimmer, lighter form factors, is expected to be introduced in MacBooks starting 2026," Lin concluded. "Samsung Display is likely to join Apple's MacBook supply chain at that time, intensifying competition among display makers as the market shifts from LCD to OLED." This aligns with other reports suggesting an OLED MacBook Pro is on track for 2026.