Post by 김민제

BOE just got shut out of Apple's premium OLED lineup — and Samsung Display and LG Display are about to print money for the next 12 months. • Samsung Display and LG Display begin mass production of OLED panels for Apple's H2 2026 iPhone lineup • BOE — Apple's third supplier and China's display champion — is excluded from the premium tier • Korea's two display giants now split Apple's most profitable panel orders with no Chinese competition • Decision lands as US-China tech tensions reshape Apple's supply chain The bigger question: is this a one-cycle reprieve for Korea, or the start of a permanent split where Chinese suppliers get locked out of every Apple flagship? → Full article in the first comment. #KoreaStocks #SamsungDisplay #LGDisplay #AppleSupplyChain #OLED