China's BOE set to become Apple's second-largest OLED screen supplier in 2021

Posted:
in General Discussion
Sources in the supply chain say that BOE will provide 45 million OLED display panels for the iPhone, making it second only to Samsung, and exceeding LG.

OLED screens like this on the iPhone 11 Pro are costly and having multiple suppliers should reduce the expense
OLED screens like this on the iPhone 11 Pro are costly and having multiple suppliers should reduce the expense


Apple is reportedly planning to order OLED screens from China's BOE during 2020. It's not clear whether those will be an initial test run or actually used in the 2020 "iPhone 12." However, Apple is then believed to ramp up to buying 45 million panels in time to use for 2021's iPhone.

According to RPRNA, reports in the South Korean media say that the order will make BOE the second largest supplier of OLED screens for the iPhone. The publication claims Samsung will continue to make most of the panels, with LG Display dropping to third place.

RPRNA has no clear track record in reporting Apple-related rumors. Monday's claim lines up with previous reports of BOE's ambitions to become an iPhone OLED manufacturer.

BOE is not confining itself to Apple, though, having also become a supplier for Huawei. Apple has also been looking to diversify which manufacturers it uses. It originally used only Samsung for OLED displays but, partly to avoid dependence on a sole supplier, and partly with the aim of competition reducing costs, Apple added LG Display in 2018.

This may also be why Apple has reportedly been investing in the ailing Japan Display company, which was a leading LCD manufacturer but has been slow to pivot to OLED.

Separately, the RPRNA report also repeats the information that "iPhone 12" will use "Apple's A14" processor which is believed to go into trial production early in 2020.

Comments

  • Reply 1 of 10
    wood1208wood1208 Posts: 2,522member
    Well done Chinese government supporting home grown industries to win in global market unlike USA.
    lkrupp
  • Reply 2 of 10
    lkrupplkrupp Posts: 9,304member
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.
    We did this to ourselves by demanding the lowest prices on everything. When your competitor moves their manufacturing to China you have no choice but to move to China too. Why? Because the population doesn’t care about wages, working conditions, etc. All the people care about is the price. Put two white dress shirts on a table, one made by union garment makers in America, the other made in a sweat shop in some backwater Chinese factory with basically the same fabric. The one made in the USA is priced at $95.00, the one made in China priced at $49.00. Which one will you buy?
    cornchipwatto_cobra
  • Reply 3 of 10
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.

    I can’t even tell what the point of this comment is considering the other two manufacturers are Korean and not US companies. 



    cornchipwatto_cobra
  • Reply 4 of 10
    sflocalsflocal Posts: 5,661member
    And yet when our US government does anything remotely similar, people cry, whine, and complain screaming “protectionism”, unfair tax subsidies, etc...
    d_2watto_cobra
  • Reply 5 of 10
    "Separately, the RPRNA report also repeats the information that "iPhone 12" will use "Apple's A14" processor "

    Shocking news
    watto_cobra
  • Reply 6 of 10
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.

    What did the Chinese government do?
    Trump has us thinking that industry moved to China because they cheated.  That's only true if making things better, faster and cheaper is now called "cheating".

    muthuk_vanalingam
  • Reply 7 of 10
    lkrupp said:
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.
    We did this to ourselves by demanding the lowest prices on everything. When your competitor moves their manufacturing to China you have no choice but to move to China too. Why? Because the population doesn’t care about wages, working conditions, etc. All the people care about is the price. Put two white dress shirts on a table, one made by union garment makers in America, the other made in a sweat shop in some backwater Chinese factory with basically the same fabric. The one made in the USA is priced at $95.00, the one made in China priced at $49.00. Which one will you buy?

    I was an industrial cost accountant in the 70's & 80's and watched helplessly as American workers shut down steel plants demanding  Cadillac health plans, cadilllac retirement plans, exhorbitant wages and 13 week vacations.  (While equally greedy management did foolish things but never modernized any plants).  When steel making moved to Japan (despite the protective tariffs), we said the same things about them -- the same excuses.

    The rules haven't changed and they won't:   If you want the business you have to do it better, faster & cheaper than the other guy -- and that takes government, stockholders, vendors, management and employees all pulling together do it better, faster and cheaper -- every day..
    muthuk_vanalingamwatto_cobra
  • Reply 8 of 10
    netroxnetrox Posts: 1,025member
    lkrupp said:
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.
    We did this to ourselves by demanding the lowest prices on everything. When your competitor moves their manufacturing to China you have no choice but to move to China too. Why? Because the population doesn’t care about wages, working conditions, etc. All the people care about is the price. Put two white dress shirts on a table, one made by union garment makers in America, the other made in a sweat shop in some backwater Chinese factory with basically the same fabric. The one made in the USA is priced at $95.00, the one made in China priced at $49.00. Which one will you buy?
    While price of labor in China is definitely cheaper and contribute to lower prices, China simply have more manpower to churn out more products than America. We just don't have enough Americans to be able to churn out millions of devices in a short time. What would take America two years to finish would take only a couple of months in China.
    jdb8167
  • Reply 9 of 10
    GeorgeBMacGeorgeBMac Posts: 9,869member
    netrox said:
    lkrupp said:
    wood1208 said:
    Well done Chinese government supporting home grown industries to win in global market unlike USA.
    We did this to ourselves by demanding the lowest prices on everything. When your competitor moves their manufacturing to China you have no choice but to move to China too. Why? Because the population doesn’t care about wages, working conditions, etc. All the people care about is the price. Put two white dress shirts on a table, one made by union garment makers in America, the other made in a sweat shop in some backwater Chinese factory with basically the same fabric. The one made in the USA is priced at $95.00, the one made in China priced at $49.00. Which one will you buy?
    While price of labor in China is definitely cheaper and contribute to lower prices, China simply have more manpower to churn out more products than America. We just don't have enough Americans to be able to churn out millions of devices in a short time. What would take America two years to finish would take only a couple of months in China.

    It's more than simply man power.   It's also the ability to support the manufacturing environment -- when a special part is needed you can get one quickly and cheaply.

    I grew up in Pittsburgh while the steel industry here was the mightiest in the world -- and those mighty mills lined the Mon River mile after mile.   But, back then the trails that I run on today were railroads that continuously fed raw materials to those mills and the whole region was filled with specialty machine shops and other little industries that supported those mills.

    It was a whole region wide ecosystem with the mills as its heart.   But each depended on the other:  the heart couldn't survive without the lungs, stomach, liver, etc...

    Many manufacturers have said that China has that ecosystem in place and that is part of what makes them so competitive. 

    And, part of that ecosystem is education:  China simply has a better educated workforce.  What sets China apart cannot be simplified down to one single thing.  Its a lot of moving parts all working smoothly together.
    muthuk_vanalingam
  • Reply 10 of 10
    LG was incapable of providing Apple with quality and volume.

    I can’t help think LG missed a huge opportunity, and BOE + Apple is the result.

    Blame China, the USA, or the Easter Bunny, but the bottom line is Apple needed a reliable OLED provider and they found one.
    GeorgeBMacmuthuk_vanalingam
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