BOE is one of the world’s largest manufacturers of LCD, OLED and flexible displays. Over the years, the company has been working to increase the shipment of iPhones to Apple.
BOE buys display driver ICs for Apple’s iPhone display panels from LG Semicon, but due to the lack of production capacity of foundries due to global chip shortage, LG Semicon appears to be introducing display driver ICs to LG Display before BOE . As a result, the BOE is expected to reduce OLED panel production from three million to two million starting next month.
Apple has reportedly ordered up to 10 million OLED panel units from the BOE for the first half of 2022, and it is unclear whether the shortfall will affect iPhone supplies for this quarter, given Apple’s non-compliance. supplier, this seems quite possible.
However, BOE’s flexible smartphone is boosting OLED panel production and turning three existing manufacturing facilities into OLED suppliers for Apple. With this step, the company is expected to overtake LG Display by 2023 and become the second largest supplier in the list of companies providing OLED panels for iPhones.
In addition, the company will introduce OLED LTPO displays to Apple next year for high-end models of the iPhone 15 series.