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Roundup of Smartphone News-BOE
December 08, 2019
BOE was the primary OLED display supplier for Huawei P30 Pro, but is not able to supply Y-OCTA technology for the 2020 iPhones. Huawei's Mate 30 Pro display, which curves around the edges at almost 90 degrees, are not yet available due to yield problems. As BOE struggles with the flexible OLED production, its technological gap with Samsung Display continues to widen. While the P30 Pro requires eight masks, the Mate 30 Pro requires more than 10 masks, and the phone looks almost bezel-less when viewed from the front. The Mate 40 Pro to be launched in 2H20 folds at 120 degrees which is even more difficult to make than the 90-degree model. In all, BOEs technological difficulties are increasing. Chinese smartphone OEMs switching to Samsung Display's hole punch display solution after grappling with the camera pop-up module's heavy cost burden and battery problems. Most Chinese smartphone models in 2020 are expected to have hole punch displays, and BOE will again suffer technologically as Samsung Display distance uses hole punch displays to maintain its lead in supplying smartphones.
Figure 1: Mate 20/30 Display Supplier Profile
December 08, 2019
BOE was the primary OLED display supplier for Huawei P30 Pro, but is not able to supply Y-OCTA technology for the 2020 iPhones. Huawei's Mate 30 Pro display, which curves around the edges at almost 90 degrees, are not yet available due to yield problems. As BOE struggles with the flexible OLED production, its technological gap with Samsung Display continues to widen. While the P30 Pro requires eight masks, the Mate 30 Pro requires more than 10 masks, and the phone looks almost bezel-less when viewed from the front. The Mate 40 Pro to be launched in 2H20 folds at 120 degrees which is even more difficult to make than the 90-degree model. In all, BOEs technological difficulties are increasing. Chinese smartphone OEMs switching to Samsung Display's hole punch display solution after grappling with the camera pop-up module's heavy cost burden and battery problems. Most Chinese smartphone models in 2020 are expected to have hole punch displays, and BOE will again suffer technologically as Samsung Display distance uses hole punch displays to maintain its lead in supplying smartphones.
Figure 1: Mate 20/30 Display Supplier Profile
Source: Hyundai Securities
Figure 2: Flexible Display Mix
Source: Hyundai Securities
Table 1: Sample of China’s Smartphones w/OLED Displays
Source: Hyundai Securities