Apple Gives BOE Conditional Approval To Supply OLED Panels for iPhone 13
BOE failed to meet all of Apple’s conditions, so they were given conditional approval
They are usually given time to solve the issue before being able to supply their products to the customer. BOE had difficulty in getting down the emitting material characteristics and touch electrode during Apple’s approval process in the first half of this year.
If they fail to meet the requirements again, they will need to go through the whole approval process again. Apple give risk orders for components they wish to sell only at a specific region or want sufficient stock of the components for their initial product batches. Panel production takes between two to three months. So even if BOE gets the final approval, it will likely only supply a small volume of the panels for iPhone 13.
BOE is currently manufacturing OLED panels for iPhone 13 at its B11 line at Sichuan Province in China. Last year, the firm received approval from Apple for OLED panels going into iPhone 12 for its B7 line, also at Sichuan Province. It also received module approval for the B11 line. B11 was planned as a line dedicated to Apple but had a low yield rate, so B7 was pushed as the line for the OLED panel. BOE received approval to supply panels for refurbished iPhone 12 and is now also manufacturing panels for new iPhone 12 w/6.06” panels. The Chinese company is also aiming to supply 6.06-inch OLED panels for the standard iPhone 13 model, which are identical specs to the standard iPhone 12.
Apple is planning to use LTPS OLED panels on at least one of the four models planned for iPhone 14. Apple used LTPO panels with a VRR up to 120Hz for the first time in the two higher tier models of iPhone 13. Samsung Display is the sole supplier of the panels. LG Display expects to supply LTPO TFT OLED panels to Apple in 2022. BOE expects to manufacture LTPO panels in 2023 at the earliest.