A new deal between Apple and BOE could make the Chinese company the biggest supplier of OLED panels for iPhone, bypassing Samsung and LG.
Apart from the mobile telephony and household appliances division, a very important part of the revenues of the South Korean firm Samsung comes from the manufacture of electronic components. In reality, Since the arrival of the iPhone X in 2017, Samsung has been the largest manufacturer of OLED panels for Apple phones.
That way, while it’s true that Apple currently has other display vendors like LG and BOE as well, it’s likely that if you have one of the latest iPhone models, it has a Samsung screen. However, Everything indicates that these details could be affected in a few years, something that could significantly affect the business.
Samsung could cease to be Apple’s main supplier of OLED displays
As we mentioned, according to The Elec shared, it seems that according to analysts at UIB Research the manufacturer BOE would work to transform its factories B7, B11 and B12 into centers of manufacture of OLED panels for the Apple iPhone for the year 2023. In this way, Apple could use BOE instead of LG as a supplier of displays, speculates Choong Hoon Yi, CEO of UIB Research.
BOE would become the largest manufacturer of OLED panels for Apple
With the corresponding changes in factories, BOE could achieve greater production of OLED panels than Samsung Display does todayTherefore, the changes would not only affect LG, but could also leave Samsung in a very bad situation and could end up being a last resort when BOE and LG productions are not enough.
Of the same shape, It’s also important to note that this only seems to affect iPhones.. As for other products, like iPads and Macs, Apple’s decisions aren’t entirely clear yet. In fact, the most prominent models of the two products have not yet switched to OLED technology, but have remained on IPS displays.
Related topics: Technology
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