It’s an open secret that LG didn’t just find the key to meet the quality needs of OLED screens that Apple uses in the iPhone lineup, forcing the Cupertino-based company to rely virtually on Samsung, to a lesser extent on LG and BOE.
Apple has been working for several years with the BOE company to reduce dependence on Samsung, at least within OLED panels and thus be able to diversify the suppliers who currently manufacture this component for the iPhone range. As reported by The Elect, BOE has put the batteries in.
From this support, they claim that BOE is converting 3 of its factories into facilities capable of make OLED panels for apple. So far, BOE has been the third-largest manufacturer of OLED displays for the iPhone line, that’s an even lower amount than LG offered, accounting for 10% of all displays in the iPhone line in 2021.
Thanks to this extension, by 2023, BOE will be able to increase its production of OLED screens for the iPhone range, becoming the second supplier of screens of th is type.
By 2023, BOE will have sufficient capacity to manufacture 144,000 screens per month, compared to 96,000 currently. Samsung’s current production is 140,000 screens per month, which in theory would make BOE the top producer, however, Samsung is working in improving its facilities to expand its production capacity.
The problem for LG is twofold, since Apple is the only OLED display customer which manufactures, since Samsung and BOE manufacture their screens for the majority of smartphone manufacturers on the market.
If this expansion is ultimately confirmed, the Korean company would most likely be forced to close this division, which would join the failed experiment in the world of telephony which confirmed the closure at the beginning of the year.
