China's BOE Considered 'Strong Contender' for OLED Display Orders for Future iPhones, Joining Samsung

by

An escalating trade war between Japan and South Korea could make Chinese manufacturer BOE Technology a "strong contender" for OLED display orders from Apple, according to industry sources who spoke with DigiTimes.

2018 iphone trio
Samsung has been the undisputed leader in OLED display manufacturing, and as a result it has reportedly been the exclusive supplier of OLED displays for the iPhone X, iPhone XS, and ‌iPhone XS‌ Max, but the industry sources cited believe the Japanese-Korean trade row could upend its monopoly position.

Apple aims to diversify its supply chain as much as possible, often securing at least two suppliers for any given component, but Samsung's lead in OLED display manufacturing has left it with few alternatives so far.

LG, for example, reportedly temporarily halted one of its OLED display production lines due to manufacturing challenges earlier this year. LG already supplies OLED displays for the Apple Watch and is widely expected to become a secondary supplier of OLED displays for iPhones when capable to.

With at least one of BOE or LG joining the mix, Apple is poised to reduce its supply chain risk and improve its negotiating position.

Update: In related news, representatives from tech giants including Apple have traveled to South Korea to measure the impact of the trade war between Japan and South Korea, according to The Korea Herald. The tech giants are said to be "especially worried" about the possible impact on Samsung's DRAM production.

Top Rated Comments

Pepe4life Avatar
20 months ago
Yea let’s increase dependence on China, what could go wrong??
Score: 5 Votes (Like | Disagree)
DBZmusicboy01 Avatar
20 months ago
Screengate Chinese companies are very cheap quality.
Score: 2 Votes (Like | Disagree)
PickUrPoison Avatar
20 months ago

microLED please.

Maybe 2025, maybe later. You’ll know it’s coming when it hits the Watch first, it shouldn’t be more than a few years after that for iPhone.
Score: 1 Votes (Like | Disagree)
Degerz Avatar
20 months ago

You are so wrong.
Japan has moved on and focused on different aspects of engineering and tech,just like USA and say Germany.

In terms of OLED production,it may not be worth investing into research and production of them anymore.patents are also involved.
that’s why Japan isn’t making OLED panels.
Samsung is heavily invested and master in smaller screen OLED panel technology whereas LG doesn’t specialise in phone OLED panels ,but LG is the only and main manufacturer of large TV OLED panels,something that Samsung doesn’t do.
This doesn’t mean either isn’t competitive in technology anymore,does it?

Japan is declining in terms of technology and they could not be anymore pathetic than they are now. They don't even have an independent industry anymore to be able to do logic/DRAM/NAND fabrication or produce OLED panels yet a single Korean company can do all of that ...

The reason why Japan isn't producing OLED panels is because they truly don't care about having independently developed core technology anymore. Why else is the Softbank Group thinking about relisting ARM Holdings ? ;)

Whether it is LG or Samsung specializing in OLED technology for different markets means nothing since South Korea is the winner regardless while Japan doesn't specialize much at all in high-end technology ...

Japan isn't the industrial manufacturing prowess anymore it once used to be as you think it is and they're becoming a more service oriented economy so they've acknowledged this to combat their decline and foreign competition from China or Korea ...

Apple may as well tap into BOE Technology since its upper management cares about having competency in key core technology plus it's executives must have access to vast funds of state-subsidies to be competitive in R&D as well so they'd be a perfect supplier for Apple supposing they don't have any political qualms ...
Score: 1 Votes (Like | Disagree)
Degerz Avatar
20 months ago

That’s terrible news if Apple uses Chinese BOE..
so what happened to Apple’s investment in Japan Display for OLED panel production?
Samsung is fantastic but I really don’t like the idea of Chinese panels.

It's because Japan isn't all that competitive in high-end technology anymore. Do they even have the know how to be able to mass produce OLED panel displays ?

China offers low prices and South Korea probably has a more efficient method for mass producing OLED panel displays ...

Also, if Apple has to intervene so that Japan Display Inc opens their OLED panel production plant in China then why even bother at that point since JDI is relying on Chinese labour regardless when the state-subsidized BOE Technology is better ?
Score: 1 Votes (Like | Disagree)
PickUrPoison Avatar
20 months ago

Yea let’s increase dependence on China, what could go wrong??

100% dependence on Samsung/South Korea is not ideal; having multiple suppliers makes sense. No need to be frightened of China.
Score: 1 Votes (Like | Disagree)

Top Stories

cook cbs this morning

CBS This Morning: Apple to Make 'Big Announcement' Tomorrow Morning

Tuesday January 12, 2021 8:46 am PST by
CBS This Morning today shared a short clip of an upcoming interview with Apple CEO Tim Cook in which addressing last week's events at the U.S. Capitol, with Cook saying "it's key that people be held accountable for it." Following the clip, Gayle King of CBS noted that the interview with Cook was not specifically arranged to address the current controversy over Parler and other repercussions, ...
ipad pro 2021 mysmartprice cad

Allegedly Leaked 2021 iPad Pro CAD Images Suggest Few Design Changes

Tuesday January 12, 2021 3:38 am PST by
Tech blogs 91mobile and MySmartPrice on Tuesday posted a series of allegedly leaked factory CAD images of Apple's upcoming fifth-generation 11-inch iPad Pro. Rumors suggest Apple plans to announce two new iPad Pro models in both 11-inch and 12.9-inch versions, and today's images offer perhaps the clearest indication yet that Apple's next-generation iPad Pros will have minimal, if any,...
prototype iphone 12 pro

Prototype iPhone 12 Pro Shown Off in Photos

Wednesday January 13, 2021 3:39 pm PST by
Developer Giulio Zompetti, who often shows off prototype versions of Apple devices, today highlighted a prototype version of the iPhone 12 Pro. The iPhone 12 Pro is running an operating system called SwitchBoard, a nonUI version of the iOS 14 update that Apple uses internally. We've seen SwitchBoard on prototype devices before, as Apple uses it to test new features. Zompetti's prototype...
find my app safari post

Safari Allows Users to Enable Hidden 'Items' Tab in 'Find My' App Ahead of AirTags Launch

Wednesday January 13, 2021 5:45 am PST by
As seen in screenshots obtained by MacRumors in 2019, Apple's long-rumored AirTags items trackers are expected to be managed through the Find My app on iPhone, iPad, and Mac. Now, any user can get an early look at this tab. MacRumors reader David Chu today alerted us that the hidden "Items" tab in the Find My app can be enabled on an iPhone or iPad by typing in the link findmy://items in...
iphone x camera close

iOS 14.4 Will Introduce Warning on iPhones With Non-Genuine Cameras

Thursday January 14, 2021 8:07 am PST by
In the second beta of iOS 14.4 seeded to developers and public testers this week, MacRumors contributor Steve Moser has discovered code indicating that Apple will be introducing a new warning on iPhones that have had their camera repaired or replaced with aftermarket components rather than genuine Apple components. "Unable to verify this iPhone has a genuine Apple camera," the message will...
mac anti reflective coating issue

Apple's Anti-Reflective Coating Repair Program Still in Effect for Some MacBooks With New Mail-In Policy

Tuesday January 12, 2021 10:07 am PST by
In an internal memo obtained by MacRumors, Apple recently informed its network of Apple Authorized Service Providers that mail-in repair is now required for Mac notebooks with anti-reflective coating issues in the United States. The new policy went into effect January 4, 2021 and means that customers who take an eligible 12-inch MacBook or MacBook Pro exhibiting this issue to an Apple...
pioneer carplay wc5700nex

The Best Apple-Related Accessories at CES 2021

Wednesday January 13, 2021 1:16 pm PST by
CES 2021 is taking place digitally this year, and it hasn't been as exciting as in past years because many vendors have opted out. That said, some companies are still showing off some interesting Apple-related accessories that are coming out this year and that will be of interest to Mac, iPad, and iPhone users. Subscribe to the MacRumors YouTube channel for more videos. Pioneer Wireless...
Hue module dimmer switch

Philips Hue Announces New Wall Switch Module, Dimmer Switch, and Outdoor Light Bar

Thursday January 14, 2021 3:11 am PST by
Philips Hue has announced a new wireless dimmer switch module that lets Hue bridge owners directly control the smart lighting from their standard wall switches. The new Philips Hue wall switch module is the ideal addition to any Philips Hue set up. Installed behind existing light switches, it allows users to turn their existing switch into a smart switch and ensures their smart lighting is...
whatsapp wallpapers 1

WhatsApp Affirms User Privacy Following Backlash Over Data Sharing With Facebook

Tuesday January 12, 2021 6:39 am PST by
Following backlash after changing its terms and privacy policy to consolidate a significant amount of data sharing with Facebook, WhatsApp is now assuring users about the privacy measures built into its app. Last week, WhatsApp began informing users of updates to the app's terms of service and privacy policy. The updated agreements, which users must consent to in order to continue using...
apple racial equity justice initiative propel center render 01132021

Apple Launches New Nationwide Racial Equity and Justice Initiative Projects

Wednesday January 13, 2021 4:08 am PST by
Apple today announced a set of new projects as part of its $100 million Racial Equity and Justice Initiative (REJI) to help dismantle systemic barriers to opportunity and combat injustices faced by communities of color. Rendering of the Propel Center The projects include the Propel Center, a global innovation and learning hub for Historically Black Colleges and Universities (HBCUs), an Apple ...