Apple iPhone models will use more BOE OLED panels

According to The Elec report, BOE is launching a new production plan, and its three factories will be transformed into Apple OLED screen production plants. Some studies have pointed out that BOE has been responsible for providing Apple with OLED screens for iPhone 12 and iPhone 13, but the number is not large, accounting for only 10% of total shipments. With Apple’s wider use of OLED screens on iPhone models, BOE’s shipments to Apple will increase significantly by 2023, and may even surpass LG.

According to related reports, by the fourth quarter of 2022, BOE will expand its current manufacturing capacity of 96,000 substrates to 144,000 per month. If the production quality of the display can be maintained, it will receive a large number of orders from Apple for a long time. The current monthly scale of Samsung is 140,000 substrates per month, which means that BOE will pose a threat to Samsung. In fact, there were reports in 2019 that BOE hopes to surpass Samsung and become Apple’s largest OLED panel supplier. If this momentum continues, it is likely to eventually achieve this goal.