BOE AMOLED shipments to Apple are increasing, its B11 fab is at 73% utilization

According to reports from Korea, BOE's AMOLED shipments to Apple are increasing. BOE is currently shipping panels for Apple standard iPhone models 12 through 16 (including aftermarket panels), and also to Apple's budget smartphones (the iPhone 16e, and reportedly, also the upcoming iPhone 17e).

BOE B11 utilization rate (Display Insights)

According to the latest reports, BOE shipped 35 million iPhone AMOLED panels in 2025, and its B11 production line in Mianyang, which is where BOE produces all of its Apple's iPhone panels, is now running a 73% utilization (see graph above).

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Posted: Dec 24,2025 by Ron Mertens