BOE nearly dropped from iPhone OLED panels supply chain due to design changes

BOE practically dropped from iPhone OLED panels provide chain attributable to design adjustments

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BOE is among the producers accountable for supplying OLED panels for the 6.1-inch mannequin of the iPhone 13. However ever since February, the corporate hasn’t made iPhone OLED panels for Apple. Right here’s why.

In keeping with a report by The Elec, there are two causes. The primary one was the scarcity of show drive ICs. LX Semicon provides to BOE, which is supplying extra to LG Show, mentioned sources acquainted with the matter.

In April, 9to5Mac already identified this problem. Apple had hoped that Chinese language show producer BOE would have the ability to make as many as 40M iPhone shows in 2022, however a scarcity of show driver chips noticed the purpose decreased to 30M.

As well as, the almost certainly motive why BOE hasn’t made some other OLED panels for the 6.1-inch iPhone 13 is that “the panel maker seemingly modified the design of the OLED panels, equivalent to increasing the circuit width of the thin-film transistor, and this was found by Apple, the sources added.”

Though this brought on the iPhone OLED maker to halt manufacturing, it’s unlikely that Apple will exclude BOE from its panel provide chain.

It’s extra advantageous for Apple to maintain BOE as a provider to strain Samsung Show and LG Show to chop their OLED panel unit costs.

Regardless of the dip in manufacturing quantity, the sources mentioned BOE’s B11 manufacturing facility, which manufactures OLED panels for iPhones, at Sichuan was nonetheless working.

It’s additionally unclear how this problem attributable to BOE will affect its purpose to supply the iPhone 15 Professional OLED panels, as Samsung is claimed to be the one provider for the iPhone 14 Professional panels. It’s essential to notice that BOE provided 15 million to 16 million models of OLED panels for iPhones in 2021, whereas it was planning to produce as much as 60 million models this yr – which isn’t going to occur.

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