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In late December, Apple released a report called “Rumor that the Chinese BOE could supply Apple with up to 45 million OLED displays in 2021”. The report focused on confirming that it will be in 2021 that BOE will become Apple’s second OLED supplier behind Samsung. News from China today confirms this possibility.
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New Supply Chain Report From China Today Indicates That BOE, China’s Largest LCD Panel Supplier, Has Ceased Investing In LCD Panel Production And Will Start To Increase Production This Year OLEDs.
BOE’s three OLED production lines will be fully launched this year and production capacity will increase by more than 200%. Apple will also buy BOE’s OLED panels for the first time for at least iPhones.
BOE is already supplying OLED smartphone panels to competitors from Apple Huawei, Oppo, Vivo and others, so adding Apple to the mix will be a huge boost to BOE’s decision to focus on OLED now to come up.
According to BOE, the production capacity of OLED panels will reach 70 million in 2020, of which flexible OLED panels will represent 20 million, and the world market share will increase to 18%.
To date, BOE has provided Apple with LCD display panels for iPad and MacBook. According to the report, BOE will provide more OLED displays for Apple iPhones this year than LG Display, becoming Apple’s second largest supplier behind Samsung.
That said, the report notes that BOE is unlikely to accelerate OLED production for the iPhone 12 this year, but rather begins its larger push into Apple’s OLED supply chain in 2021.
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