It is rumored that BOE supplies first-tier brands around the world, including Apple

On November 10, news, BOE stated on the investor interaction platform that BOE’s overall flexible AMOLED shipments continued to increase, with shipments of approximately 40 million units in the first three quarters of 2021, which continued to maintain substantial growth year-on-year, and continued to maintain good conditions after entering the third quarter. .

At the same time, BOE revealed that BOE has already begun to provide high-end flexible AMOLED products for many global top-tier brands, and will continue to develop more product series for brand customers. In the future, with the increase in customer demand and the smooth climb of the flexible AMOLED production line, product shipments are expected to continue to grow rapidly.

It is rumored that BOE supplies first-tier brands around the world, including Apple

(Picture source BOE official website)

Why OLED technology is so important

As we all know, the liquid structure of the OLED screen can ensure the anti-aging performance of the screen, and has the property of wide viewing angle, which can realize the same screen in a large area without distortion. This feature makes the OLED screen can be made into a curved screen.

Moreover, the color gamut, saturation, and vividness of the OLED screen are excellent, and the visual perception is good. In addition, the characteristics of the local light emission can be controlled so that it can realize the function of screen Display, and the power consumption is relatively low.

In recent years, OLED has been widely regarded as the next-generation mainstream display technology to replace LCD (liquid crystal). Unlike LCD technology, OLED has no backlight and each pixel can emit light independently. OLED can achieve pure black and infinite contrast. Therefore, OLED has image quality and design advantages that LCD cannot match.

At present, OLED display technology is widely used in smart phones, VR, wearable devices, televisions, tablets, smart cars and other fields, and the overall market prospects are good. According to relevant data, in 2020, global OLED shipments will reach 900 million, which will be 2.5 times that of 2015, with a compound annual growth rate of 20%.

Moreover, most mobile phones currently on the market use OLED displays.

BOE enters the OLED field strongly

Samsung has always been the leader in the field of OLED displays, with annual sales of up to 2.94 billion US dollars, occupying 96.5% of the market share, while LG, which ranked second, only occupied 3.3% of the market. In terms of market share, domestic manufacturer Hehui Optoelectronics ranks third, but its market share is only 0.1%.

Therefore, most of the screens used by the previous mobile phone manufacturers are provided by Samsung, and Apple is no exception.

In recent years, BOE, a well-known domestic semiconductor display industry leader, has risen strongly. In 2019, after BOE’s global Electronic LCD panels surpassed Samsung, BOE strongly stated that its future development direction will focus on advanced OLED flexible panels. OLED field grabs a place.

After that, BOE has continuously improved its manufacturing level, increased its investment in research and development, opened the window to independently research and develop technologies, improved its own OLED production capacity, and began to “attack” high-end products.

After that, BOE’s technology in mobile phone displays gradually rivaled or even surpassed Samsung. Well-known domestic mobile phone manufacturers such as Huawei, Xiaomi, OPPO, etc. began to switch to BOE, using mobile phone displays developed by BOE, and the usage is increasing.

This year, there are more and more news on the market that Apple will use the OLED screen provided by BOE.

Earlier, some people in the industry said that BOE is currently supplying OLED panels for the iPhone 12. In the first half of this year, the company supplied approximately 6 million OLED panels for the iPhone 12. As of October this year, the company is expected to supply 10 million OLED panels.

In September of this year, it was reported that BOE had obtained limited certification and risk mass production license for Apple iPhone13, and the two parties agreed to make up for the shortcomings within a certain period of time before obtaining official approval.

Finally, one month later, BOE held a low-key internal shipment ceremony for iPhone13 OLED panels. BOE’s Mianyang B11 factory has officially put into production and delivered the first batch of panels to Apple! It is expected that the end of this year, BOE will supply 15 million OLED screens for iPhone 12/13 this year.

Concluding remarks

Nowadays, in the field of display screens, various high and new technologies continue to develop and alternate. The previous monopoly of the market by Japan and South Korea has collapsed with the strong rise of BOE. Now, BOE’s successful acquisition of Apple’s order means that Chinese companies are in panel technology. China has already caught up with the international level. From a small point of view, China’s technological level in other fields will not be empty words to catch up with the international level.

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