Companies

BOE

Mentioned in 3 analyzed podcast episodes across 2 shows

Episode Mentions

AppleInsider Podcast

AppleInsider Podcast · May 8, 2026

Mac shortages, iPhone rumors, and Schmigadoon! on the AppleInsider Podcast

“Chinese display manufacturer losing iPhone 18 Pro screen orders to Samsung due to quality and quantity constraints”

Mac and iPad Shortage TimelineiPhone 18 Pro Dynamic Island RedesignAI Chip Demand and TSMC Production Bottlenecks
View Analysis
AppleInsider Podcast

AppleInsider Podcast · Apr 10, 2026

iPhone Fold, MacBook Neo, and iPhones in Space, on the AppleInsider Podcast

“Display manufacturer Apple considered for foldable screens but rejected due to inadequate foldable screen technology”

iPhone Fold Manufacturing Delays and Supply Chain IssuesFoldable Smartphone Market Penetration and ViabilityiPhone Fold Design Flaws and User Experience Compromises
View Analysis
NatSec Matters

NatSec Matters · Dec 31, 2025

The Race to Control Global Tech: Craig Singleton

“Major Chinese display panel manufacturer heavily subsidized by state; controls significant share of global display market with military-civil fusion ties”

US-China semiconductor export controls and NVIDIA H20 chip policyRare earth elements and magnet supply chain vulnerabilitiesPolysilicon production and forced labor risks in Xinjiang
View Analysis