For Apple, they are seeking more manufacturers in the supply of OLED screens, so that they can have better bargaining power, while also being able to get rid of Samsung's dominance.
According to foreign media reports, the research institute predicts that BOE, a domestic screen manufacturer that has entered the iPhone supply chain, will supply 50 million OLED screens to Apple next year.
The research institute also predicts that among the iPhone's screen suppliers, Samsung Display's goal is to supply 150 million OLED screens to Apple next year, while LG Display will supply 70 million. BOE's 50 million yuan is equivalent to 70 percent of LG's display, and the gap between supply volumes will be significantly reduced.
At present, the OLED suppliers of the new generation of iPhone are mainly Samsung and LG. Specifically, Samsung is responsible for the LTPO panels used in the iPhone 13 Pro and iPhone 13 Pro Max, while the panels produced by LG Display are used in the iPhone 13 and iPhone 13 mini. In two models.
However, the latest news from the supply chain said that BOE is launching a new production plan, and its three factories will be transformed into Apple OLED screen production plants, and they have already begun to supply OLED screens for the iPhone 12 and iPhone 13. The quantity is not very large, probably only 10 percent of the total shipment.
According to sources, Apple may allocate more screen orders to BOE in the future. By the fourth quarter of 2022, BOE will expand its current manufacturing capacity of 96,000 substrates to 144,000 per month. Apple values its hard power against Samsung.
Regarding the above situation, some organizations believe that if BOE's supply increases significantly, LG Display's share may decline and the competition will become more intense. At the same time, unlike Samsung and BOE, which have many customers, LG Display's 6th-generation flexible OLED panel production line is only Apple's customer. If it is surpassed by BOE in Apple's supply chain, LG Display's business will face risks after 2022. Bigger.
