Due to design changes, BOE was on the verge of being dropped from the supply chain iPhone OLED panels

Due to design changes, BOE was on the verge of being dropped from the supply chain iPhone OLED panels

Tech Highlights:

  • In April, 9to5Mac already pointed out this issue. Apple had hoped that Chinese display manufacturer BOE would be able to make as many as 40M iPhone displays in 2022, but a shortage of display driver chips saw the goal reduced to 30M. In addition, the most likely reason why BOE hasn’t made any other OLED panels for the 6.1-inch iPhone 13 is that “the panel maker likely changed the design of the OLED panels, such as expanding the circuit width of the thin-film transistor, and this was discovered by Apple, the sources added.”

  • BOE is one of the companies responsible for supplying OLED panels for the iPhone 13’s 6.1-inch model. However, the company has not produced iPhone OLED panels for Apple since February. This is why. There are two reasons for this, according to The Elec. The first was a scarcity of display drive ICs. According to sources familiar with the situation, LX Semicon supplies BOE, which in turn supplies more to LG Display.

Although this caused the iPhone OLED maker to halt production, it’s unlikely that Apple will exclude BOE from its panel supply chain. It is more advantageous for Apple to keep BOE as a supplier to pressure Samsung Display and LG Display to cut their OLED panel unit prices. Despite the dip in production volume, the sources said BOE’s B11 factory, which manufactures OLED panels for iPhones, at Sichuan was still operating.

It’s also unclear how this issue caused by BOE will impact its goal to produce the iPhone 15 Pro OLED panels, as Samsung is said to be the only supplier for the iPhone 14 Pro panels. It’s important to note that BOE supplied 15 million to 16 million units of OLED panels for iPhones in 2021, while it was planning to supply up to 60 million units this year – which is not going to happen. Introduced in 2007 by Steve Jobs, iPhone is Apple’s flagship iOS device and easily its most popular product around the world. The iPhone runs iOS and includes a large collection of mobile apps through the App Store.

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