On November 19, according to foreign media reports, some research institutes predict that domestic screen manufacturer BOE is expected to surpass LG Display in 2023 and become Apple's second largest OLED screen supplier.
Based on changes in the production line, the research institute predicts that BOE is expected to surpass LG Display and become Apple's second largest OLED screen supplier in 2023.
The research institute said that BOE's B7, B11 and B12 factories are shifting to produce OLED screens for Apple's smartphones. After the conversion of these three factories, the monthly production capacity of BOE's flexible OLED panels will reach the fourth quarter of next year. 14.4 million substrates.
In terms of OLED panel production capacity, Samsung Display's current monthly production capacity is 140,000 substrates, while LG Display's monthly production capacity is 30,000. They plan to increase the monthly production capacity of flexible OLED panels to 45,000 substrates, and increase the monthly production capacity of rigid OLED panels. To 15,000 substrates.
Τα στελέχη του ερευνητικού ινστιτούτου ανέφεραν επίσης ότι η BOE θα μετατρέψει τρία εργοστάσια για την παραγωγή οθονών OELD για την Apple και στόχος είναι επίσης να γίνει ο δεύτερος μεγαλύτερος προμηθευτής οθονών OLED για την Apple.
According to reports from foreign media, BOE has already entered Apple's supply chain, and they are already supplying OLED screens for Apple's iPhone 12 series smartphones. There were also reports in September that Apple had given BOE a risk order for the OLED screen required for the iPhone 13, and after the product problem was resolved within the prescribed time, the official order would be obtained from Apple after it fully met Apple's requirements.
