China's BOE Planning 100M+ iPhone Comeback

Chinese show shaper BOE is aggressively ramping up its OLED accumulation capableness for aboriginal iPhone models arsenic portion of a program to recapture a large relation successful Apple's proviso chain.


In May 2022, Apple halted BOE's inclusion successful the ‌iPhone‌ 13's proviso concatenation aft detecting unauthorized plan modifications. The situation began erstwhile BOE, facing constituent shortages and output issues, expanded the circuit width of thin-film transistors successful its panels without Apple's approval. When Apple discovered this, Apple instructed BOE to halt production.

Since then, BOE has gradually sought to instrumentality to Apple's bully graces. The institution was aboriginal granted support to resume supplying OLED panels for the ‌iPhone‌ 14, albeit successful constricted quantities. According to information published successful UBI Research's latest China Display Trend Report (via ZDNet Korea), the Chinese supplier intends to play a large relation successful ‌iPhone‌ accumulation successful the aboriginal and turn its stock of Apple's highly competitory show proviso chain.

BOE has concentrated its ‌iPhone‌ sheet accumulation capableness astatine its B11 fabrication works successful Chengdu, Sichuan Province. The installation has been nether continuous enlargement and present includes 26 Apple-only OLED module lines. Of these, 11 are reported to beryllium successful wide production, portion an further 3 are utilized solely for development. With each enactment susceptible of producing 350,000 panels per month, BOE's output capableness for ‌iPhone‌ displays present totals astir 8 cardinal units per month. At a 90% utilization complaint and an 85% yield, this equates to an yearly output of astatine slightest 100 cardinal panels.

Today, Apple sources the bulk of its OLED panels for iPhones from South Korea-based Samsung Display and LG Display. The reintroduction of BOE into Apple's main ‌iPhone‌ accumulation plans is expected to enactment terms unit connected Samsung Display and LG Display, giving Apple overmuch much dialog powerfulness connected portion prices. BOE is besides readying to constrictive the spread with Samsung and LG successful presumption of sheet brightness, efficiency, and semipermanent durability.

BOE's beingness successful Apple's sheet proviso concatenation inactive remains contingent upon gathering strict prime and reliability standards. BOE has been gradually expanding its proviso stock implicit successive ‌iPhone‌ generations, but its information successful the archetypal shipments of caller ‌iPhone‌ models remains limited. For the iPhone 16 lineup, BOE did not play a important relation during the aboriginal stages of the motorboat cycle, and a akin result is expected for the iPhone 17. As a result, a large summation successful supplier stock whitethorn not hap until the iPhone 18 adjacent year.
This article, "China's BOE Planning 100M+ iPhone Comeback" archetypal appeared connected MacRumors.com

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