BOE Gets Go-Ahead for iPhone 14 OLED Production
Cailian Press learned on July 7 from BOE insiders that its AMOLED panel has passed Apple’s iPhone 14 certification, but the specific production time and shipment volume have not yet been finalized.
There have been many reports about whether BOE’s OLED panel could pass Apple’s certification. South Korean media once reported that BOE had been kicked out of Apple’s supply chain. However, BOE responded that “the annual production target of OLED panels has not changed, and the development of related businesses has progressed in an orderly manner.”
Runto, a third-party organization focusing on semiconductor display industry research, released a report on July 6, saying that on June 30, BOE received a notice from Apple that its AMOLED panel had passed the certification. BOE will put the panels into mass production ahead of schedule in July and will start mass shipments in September.
Runto said that BOE shipped the 6.1-inch panel for iPhone 12 in December 2020 and for iPhone 13 in October 2021. Judging from history, it is estimated that at least 5 million AMOLED panels for the iPhone 14 will be shipped in 2022.
In September this year, Apple will release its new iPhone 14 series. According to previous reports, there are four versions of the iPhone 14, and Apple has stocked 90 million units.
Runto said that Apple will purchase more than 90 million flexible OLED panels, 60 million of which will come from Samsung Display, 25 million from LG Display, and other from BOE.
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According to Runto’s data, in 2021, BOE shipped more than 16 million OLED mobile phone panels to Apple, accounting for 10% of all panels Apple purchased. In 2022, due to the shortage of display driver chips, the shipment of BOE panels for iPhone 13 decreased. In the first half of this year, BOE shipped about 9.5 million AMOLED panels to Apple, increased by 66% year-on-year, although it was lower than expected.
Other Chinese AMOLED panel manufacturers, such as CSOT and Visionox, are also actively sending samples to Apple.
