Rumor
Apple to implement LTPO+ and under-display IR tech potentially excluding BOE from supply chain
Monday, January 19, 2026 at 07:29 AM
Apple is reportedly planning to implement LTPO+ and under-display IR technology for its future display panels. The increased technical requirements are expected to create significant barriers for BOE to enter the supply chain, potentially favoring more advanced incumbents like Samsung or LG.
Context
Apple is reportedly set to implement LTPO+ display technology and under-display Infrared (IR) sensors for the iPhone 18 lineup, scheduled for a 2026 release. This hardware evolution aims to maximize screen real estate by moving Face ID components beneath the screen while simultaneously improving power efficiency. However, the move significantly raises the technical entry barrier for display manufacturers, as integrating IR sensors beneath the active OLED matrix requires advanced thinning and high-transparency fabrication processes that remain difficult to mass-produce.
This shift poses a major strategic risk to BOE, which has already faced persistent yield issues and quality delays with current-generation LTPO panels. By moving the goalposts to LTPO+, Apple effectively prioritizes high-end reliability over its usual goal of supply diversification. Consequently, Samsung Display and LG Display are positioned to maintain their duopoly on premium orders. For investors, this suggests Samsung and LG could capture nearly 100% of the high-margin iPhone 18 panel volume, limiting Apple’s ability to drive down component costs through Chinese competition.
Related Companies
Apple
AAPL
BOE
000725