In recent years, domestic panel manufacturers have made gratifying progress and gained more and more market shares.
Unfortunately,BOE may not be able to continue to supply OLED screens for the upcoming iPhone 13.
According to the media Etnews report, Samsung Display and LG Display have confirmed that they will provide flexible OLED screens for the iPhone 13 released this fall, while the Chinese panel manufacturer BOE has not yet obtained supply approval and may not be able to provide OLED for the iPhone 13 screen.
Earlier it was reported thatApple is expected to purchase 169 million OLED panels this year, of which Samsung Display is the “main supplier” responsible for providing 110 million OLED panels.
The rest is provided by LGD and BOE. The former needs to supply 50 million yuan and the latter needs 9 million yuan. But from the current situation,The panel supply for Apple’s iPhone 13 may be entirely shared by Samsung Display and LGD.
In response to this situation, the editor speculates that it may be because BOE has made mistakes in the supply of LTPO panels.
Earlier supply chain news stated that Apple’s iPhone 13 series will use LTPO OLED panels. The advantage of LPTO panels lies in the finer refresh rate.The refresh rate can be automatically adjusted according to different usage environments to ensure battery life to the greatest extent.
According to the latest news from the supply chain, Samsung and LG are transforming their panel production lines to convert LTPS OLED to LTPO OLED, which is expected to be completed in the first half of the year.
However, due to changes in the production process, after the completion of the production line transformation, the panel production capacity and yield will decrease.
It is reported that BOE is also intensively testing LPTO panels, but encountered obstacles in previous tests.
Judging from this,This time BOE failed to enter the Apple iPhone 13 supply chain, perhaps because the production capacity and quality of LPTO panels failed to meet Apple’s requirements.
It should be noted that BOE has developed rapidly in recent years. Last year, BOE became the world’s No. 1 panel manufacturer with a shipment of 408 million pieces, occupying 21.6% of the global market share, an increase of 5.2% year-on-year.
However, BOE is still lagging behind Samsung in the more profitable OLED panel market.
In the editor’s opinion, BOE’s development speed has been amazing, but as the saying goes, “You can’t make a fat man with one bite”, I believe that one day BOE will become a pivotal manufacturer in the OLED panel market.