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Apple's OLED panel supply chain for iPhone is changing. China-based BOE Technology is exploring the possibility of providing Samsung's exclusive Apple OLED panel, the Wall Street Journal reported on Tuesday (May 22nd).
The Samsung OLED panel is mainly used for a new product 'iPhone X'. BOE, however, is stepping up its offensive to use its OLED in the next new product. BOE is a state-owned company in China and has already delivered the Apple computer panels and Apple iPad, but it's not even so close to the central panel of Apple , the panel of the iPhone.
If the panel is successfully delivered, it will demonstrate China's technological and production capacity and serve as a starting point to catch up with Korea and Japan, the leaders in the field of panels.
A senior researcher at IHS Marquette, Data Analyst David Sidon Display, said: "A few years ago, people were looking at China, I did not think it would be possible, but BOE is a good example of # 39; invert. "
BOE has experienced rapid growth in the display sector, with a little-known name in the United States. According to IHS Marquette, BOE has ranked first among the major suppliers of LCD panels last year.
For Apple, if only technology and productivity are proven, there is no reason to buy BOE products.
In this situation, the advantage of the BOE is that the Chinese state-owned enterprises, which benefited from the BOE, Company The BOE is the main shareholder of the government, and if Apple chooses BOE as a supplier, it could benefit from Preferential treatment in China. "If Apple guarantees the quality of technology from its Chinese suppliers, the Chinese government will be supportive of Apple," said Dan Wang, an badyst with Chinese researcher Gabe Kaldraganomics. "
This may be the distance The US government is concerned about trade tensions between the United States and China, claiming that" the Chinese government is giving their companies an unfair advantage. "
The WSJ pointed out that in fact, the rapid growth of the BOE is due to the active support of the Chinese government to the industry.Four of the five state-of-the-art display plants under construction by BOE in China have supported most of the investments
However, BOE generously invests in the recruitment of talented talent.The WSJ fears that the BOE will aggressively recruit talented talent both domestically and internationally, it is becoming increasingly difficult to find competent talent in Korea, Taiwan and Japan.
Since the Chinese government put pressure on the industry, OLED panels. For example, BOE has First hit At Apple's door around 2011, but Apple only accepted BOE's products in 2015, four years later, and placed BOE among the top 200 vendors unveiled this year.
Industry observers say that even though Apple has adopted OLED panels from the iPhone X launched last year, the BOE sees OLED panels available from 2020. [19659002HoweveritseemsthattheBOEwillsooncatchthefirstrunnersAfterafewmonthsoftestingBOEalreadyproducesOLEDpanelsinitsChengduSichuanplantanditsproductionvolumeisabout70%whichallowsforstablembadproductionBOEalreadysuppliesOLEDpanelstoHuaweiTechnologyofChina
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