What you need to know
- Apple iPhone OLED supply may shift from LG to BOE.
- New research claims BOE is ramping up manufacturing.
- BOE is going to enter the OLED supply chain for Apple this year.
A new report claims that future OLED panels in Apple's best iPhones may shift from LG to BOE.
According to The Elec, UBI Research says the shift could happen in the next couple of years:
The report says Chinese company BOE wants to become the second-largest supplier of OLED panels for Apple. The report says that BOE is going to enter Apple's OLED supply chain this year, supplying some 3 million OLED panels for the iPhone 13 and about 15 million units for the iPhone 12, roughly 10% of Apple's OLED supply this year. The report says that Apple is expected to ship some 240 million units of LED iPhones, presumably including the iPhone 14 at the back end of next year.
Although it was only released a few weeks ago, the new iPhone 13 is available in early Black Friday deals across multiple carriers.
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Stephen Warwick has written about Apple for five years at iMore and previously elsewhere. He covers all of iMore's latest breaking news regarding all of Apple's products and services, both hardware and software. Stephen has interviewed industry experts in a range of fields including finance, litigation, security, and more. He also specializes in curating and reviewing audio hardware and has experience beyond journalism in sound engineering, production, and design.
Before becoming a writer Stephen studied Ancient History at University and also worked at Apple for more than two years. Stephen is also a host on the iMore show, a weekly podcast recorded live that discusses the latest in breaking Apple news, as well as featuring fun trivia about all things Apple. Follow him on Twitter @stephenwarwick9
Slow news day? Why would anyone care about this? Why is this news? Who CARES what subcontractors Apple is using? Unless you own stock in either/both of these companies, this is about as exciting as “Pizza Hut could shift from Kraft to Sargento for mozzarella cheese”.
I know a lot about Apple stock and stock related financials, however, I did not know they project to sell 240 million iPhones TTM. That is a staggering number. It’ll approach 200 billion in revenue on its own. That is more revenue than Microsoft’s entire revenue. And this doesn’t include Apple’s likely to be 80 billion TTM services, 55 billion hearables, wearables, accessories, 40 billion Mac and 25 billion iPad.
As far as the displays, mini LED getting abandoned for OLED? Regardless, BOE is taking 10% of screen supply? That’s just keeping the supply chain with options. Ideal for Apple is find another TSMC for displays. A supplier that relies heavily on Apple’s business and works closely with that business to have them designed just the way Apple wants them and fills Apple’s parts supply line quickly.
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