While BOE is gaining OLED display orders from Apple, it is currently unable to obtain sufficient supply of display driver integrated Circuits (ICs) which could delay OLED panels for iPhone for the next month. The issue began in February.
BOE has been expected to supply 30 million units of OLED panels for iPhones this year with the company aiming for up to 40 million units if the chip shortage is a short term issue.
Korea's LX Semicon has decided to support local LG Display as priority leaving BOE stranded. Samsung doesn't have this issue because their company Samsung System LSI supplies Samsung Display with what is required to ensure that they remain Apple's premium display suppler. For more, read the full report from The Elec.