Industry chain sources say BOE is unlikely to be kicked out of the OLED panel supply chain by Apple
May 30, 2022
Core tip: May 26 news, according to foreign media reports, industry chain news said that due to unauthorized design changes, it has not been approved by Apple to start the iPhone 14.
May 26 news, according to foreign media reports, industry chain news said that due to unauthorized design changes, BOE, which has not been approved by Apple to start producing OLED panels for iPhone 14 series smartphones, is unlikely to be kicked out by Apple. OLED panel supply chain.
BOE changed the design of the OLED panel on the OLED panel produced for Apple's iPhone 13.
Sources have previously revealed that, without Apple's consent, BOE changed the design of the OLED panels it supplies for Apple's iPhone 13 by expanding the circuit width of thin-film transistors, etc., and was subsequently discovered by Apple.
Foreign media previously stated in reports that BOE’s change in the design of OLED panels may be to improve the yield rate, but this move without Apple’s permission may lead to Apple not giving BOE any orders for iPhone 14 OLED panels.
Foreign media also said in previous reports that BOE has sought permission from Apple to start producing OLED panels for the iPhone 14, but has not received a clear reply from Apple.
In terms of changing the OLED panels supplied to the iPhone 13, foreign media also mentioned in previous reports that BOE has sent a team led by an executive executive to Apple headquarters to explain to Apple about changing the circuit width of thin film transistors.
Foreign media mentioned in previous reports that Apple originally planned to give BOE an order of 30 million OLED panels, but after BOE changed the design without authorization, this part may be transferred to the two major suppliers, Samsung Display and LG Display.
It is worth noting that when it was reported that BOE’s unauthorized design changes were discovered by Apple earlier this month, foreign media also mentioned that Apple is unlikely to kick BOE out of the ranks of OLED panel suppliers and continue BOE as an OLED panel supplier. , can put pressure on the two major suppliers, Samsung Display and LG Display, to reduce the price of Apple's purchase of OLED panels.