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Chines Press Hails the Qualification of BOE OLED Panels by Apple
The Chinese press has chosen to use Apple’s qualification of BOE’s OLED panels as a surrogate for the quality of China’s OLED prowess. As BOE failed to qualify for Apple’s supply chain on the company’s prior attempts, was treated with contempt. As we reported previously, BOE passed Apple’s certification and will start supplying OLED panels to iPhone 12 products in the near future. According to the report, it will supply displays for the iPhone 12 for replacement parts. Initially, there were reports that BOE Display must now wait until the first half of 2021 to retry to reach a supply agreement. A report claims that the first shipment has 6.1-inch displays and delivery has 10,000 units. Information from the supply chain claims that this batch of screens will be used on the iPhone 12 and iPhone 12 Pro models. BOE had to combine two of its G6 flexible AMOLED production lines in Chengdu and Mianyang for this delivery. While the panel production takes place in the Chengdu B7 factory, the modules ship from its Mianyang B11 factory. There are reports that BOE completed a second shipment before January 1st, 2021 but are unconfirmed.
BOE joins Samsung Display (2017) and LG Display (2019)as Apple OLED display suppliers. For Apple, it is still looking for more options to boost its supply chain. Samsung will supply ~130 million OLED panels for iPhone in 2021, LGD ~40 million and BOE ~10 million BOE’ Vice President, Chang Cheng, predicted at the Mianyang Science and Technology Expo in September this year that the global flexible OLED panel market will reach $49.7 billion in 2024, and BOE will account for 40%.
BOE’s plant in Chengdu, Sichuan Province was facing production problems and the company’s factory in Mianyang also suffered the same fate in June’20, because the yield was as low as about 20%. Apple’s review of Chengdu began in September, but only lasted a month, and ended in failure in October. After its initial failure, there were reports that BOE tried to simultaneously authenticate with B11 and B7 lines in the second half of this year. The B7 line has been supplying panels to Chinese smartphone OEMs, Huawei and OPPO. However, with the increasing ban on Huawei by the U.S., BOE needs new customers. BOE’s B11 and B7 lines will compete with each other. The nationality and personal composition of the two factories are also different. The president of the B11 plant is Taiwanese while the president of the B7 plant is Chinese. In its earnings release last month, BOE said that B11 produced 4 million of the 16 million flexible OLED shipments in the first half of the year.
The Chinese press has chosen to use Apple’s qualification of BOE’s OLED panels as a surrogate for the quality of China’s OLED prowess. As BOE failed to qualify for Apple’s supply chain on the company’s prior attempts, was treated with contempt. As we reported previously, BOE passed Apple’s certification and will start supplying OLED panels to iPhone 12 products in the near future. According to the report, it will supply displays for the iPhone 12 for replacement parts. Initially, there were reports that BOE Display must now wait until the first half of 2021 to retry to reach a supply agreement. A report claims that the first shipment has 6.1-inch displays and delivery has 10,000 units. Information from the supply chain claims that this batch of screens will be used on the iPhone 12 and iPhone 12 Pro models. BOE had to combine two of its G6 flexible AMOLED production lines in Chengdu and Mianyang for this delivery. While the panel production takes place in the Chengdu B7 factory, the modules ship from its Mianyang B11 factory. There are reports that BOE completed a second shipment before January 1st, 2021 but are unconfirmed.
BOE joins Samsung Display (2017) and LG Display (2019)as Apple OLED display suppliers. For Apple, it is still looking for more options to boost its supply chain. Samsung will supply ~130 million OLED panels for iPhone in 2021, LGD ~40 million and BOE ~10 million BOE’ Vice President, Chang Cheng, predicted at the Mianyang Science and Technology Expo in September this year that the global flexible OLED panel market will reach $49.7 billion in 2024, and BOE will account for 40%.
BOE’s plant in Chengdu, Sichuan Province was facing production problems and the company’s factory in Mianyang also suffered the same fate in June’20, because the yield was as low as about 20%. Apple’s review of Chengdu began in September, but only lasted a month, and ended in failure in October. After its initial failure, there were reports that BOE tried to simultaneously authenticate with B11 and B7 lines in the second half of this year. The B7 line has been supplying panels to Chinese smartphone OEMs, Huawei and OPPO. However, with the increasing ban on Huawei by the U.S., BOE needs new customers. BOE’s B11 and B7 lines will compete with each other. The nationality and personal composition of the two factories are also different. The president of the B11 plant is Taiwanese while the president of the B7 plant is Chinese. In its earnings release last month, BOE said that B11 produced 4 million of the 16 million flexible OLED shipments in the first half of the year.
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