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:
Chinese display giant BOE was in the process of converting its three factories __ B7, B11 and B12 __ to manufacture smartphone flexible OLED panels for Apple, analyst firm UBI Research has claimed.Because of this, BOE will likely overtake LG Display as the larger OLED supplier for iPhones by 2023, UBI Research CEO Choong Hoon Yi said at an online seminar on Friday.
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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