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'BOE' Articles

Apple 'Aggressively Testing' OLED Displays From China's BOE for 2020 iPhone Lineup

Apple is in the final stages of certifying flexible OLED panels produced by BOE Display for use in future iPhones, according to a new report out today. The Nikkei Asian Review says Apple is "aggressively testing" screens made by the Chinese company, as it considers taking on BOE as an OLED supplier to cut costs and reduce its reliance on Samsung, which is believed to be Apple's primary supplier of OLED displays. BOE is the world's top producer of large liquid crystal screens and already makes liquid crystal displays for Apple's iPads and MacBooks, but the firm has its sights set firmly on the expanding OLED panel market, which is expected to be worth more than $30 billion this year, up from $25.5 billion in 2018. At the same time, Apple is seeking to diversify its supply chain as much as possible. The company often tries to secure at least two suppliers for any given component in order to reduce its supply chain risk and improve its bargaining position. Given that Samsung's OLED panel is the most expensive component in the iPhone XS and XS Max, bringing on board another supplier would be a significant coup for Apple. According to today's report, Apple is currently testing flexible OLED displays from BOE's facility in Chengdu, Sichuan province, which is China's first site to produce the advanced displays. BOE is also building another facility in Sichuan province, which would be allocated to Apple if it places orders, Nikkei's sources said.Two sources with knowledge of the situation said BOE was likely to supply the new iPhones next year if it wins

LG Expected to Share OLED Display Orders for 2019 iPhones, Possibly Followed by BOE as Early as 2020

Samsung is believed to be Apple's exclusive supplier of OLED displays for iPhones, but it may have company soon. In a research note shared with MacRumors, Barclays analysts said fellow Korean company LG will likely support OLED display production for 2019 iPhones, possibly followed by Chinese manufacturer BOE as early as 2020. Multiple reports have indicated that Apple may tap LG and BOE as additional OLED display suppliers. Apple aims to diversify its supply chain as much as possible, often securing at least two suppliers for any given component, a strategy that reduces its supply chain risk and improves its negotiating position. Apple is widely expected to launch three new iPhones in 2019, including two higher-end 5.8-inch and 6.5-inch OLED models and one lower-end 6.1-inch LCD model. In 2020, rumors suggest Apple will complete its transition to an all-OLED lineup, including 5.4-inch, 6.1-inch, and 6.7-inch

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

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. 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

China's BOE Seeking to Become OLED Panel Supplier to Apple

China-based BOE Technology Group is stepping up its bid to become an OLED panel supplier for Apple's future smartphones, according to a new report from The Wall Street Journal. BOE is the world's top producer of large liquid crystal screens and already makes displays for Apple's iPads and MacBooks, but the firm now has its sights set on the lucrative OLED panel market. The earliest BOE could supply the OLED screens would be from 2020, one person familiar with the matter said. For iPhones intended for release later this year, Apple is set to procure screens mainly from Samsung, with a small portion coming from LG Display Co. , people have said.If Apple and BOE were to agree to a deal, the Chinese manufacturer would become Apple's first OLED supplier outside of South Korea and Japan. Samsung exclusively produces OLED displays for the current iPhone X, but Apple is in the process of opening up to LG, Sharp and Japan Display. Apple has considered using BOE as an OLED supplier before. In February 2017, Bloomberg reported that Apple had been testing BOE's OLED displays for months, but that it hadn't decided whether to add the company as a supplier. One of the reasons for the delay may have been down to the OLED panel manufacturing process, which is much more difficult than making liquid crystal displays. If so, BOE will need to do more to convince Apple that it can produce large numbers of OLED panels while maintaining the highest quality controls. If it succeeds, BOE will not only prove its manufacturing prowess with a technically challenging product, but also

Apple Considering Adding China's BOE as OLED Supplier for 2018 iPhone

Apple is in discussions with China's BOE Technology Group to supply OLED screens for the 2018 iPhone, reports Bloomberg. The Cupertino company is looking for ways to shore up its OLED supplies as the iPhone transitions from LCD to OLED displays. Apple has been testing BOE's OLED displays for months, according to Bloomberg, but it isn't yet sure whether to add the company as a supplier. BOE is one of China's largest display makers, recently spending about $14.5 billion on two AMOLED factories. Talks are too early to allow BOE to contribute displays for Apple's 2017 OLED-based iPhone, known as the iPhone 8, but BOE is hoping to contribute to the 2018 iPhone supply. If Apple and BOE agree to a deal, the Chinese manufacturer will become Apple's first OLED supplier outside of South Korea and Japan. In November, it was reported that Apple's OLED suppliers, which include Samsung, LG, Sharp and Japan Display, would not be able to meet demand for the 2017 iPhone. The worldwide shortage of OLED displays is thought to be one of the reasons why Apple is limiting the feature to the high-end device, while the regular iPhone 7s and 7s Plus are said to feature LCD displays. One of BOE's new factories will open this summer while another will open a couple years later. When they're up to full capacity, BOE says they'll be able to produce 1.6 million square-meters of flexible glass substrates (surfaces that displays are carved out of) a month. Samsung will exclusively produce OLED displays for iPhones in 2017, with Apple opening up to LG, Sharp and Japan Display in