It is currently reported in the market that BOE will supply Apple iPhone OLED panels in 2022 approximately three times as many as in 2021, and will account for about 20% of the overall iPhone OLED panel supply chain, closely following the status of Korean factories.
In addition, there are reports that BOE expects to supply Apple with 40-50 million OLED panels in 2022.
According to data, OLED (Organic Light Emitting Diode) technology is a product born to adapt to the market’s higher-definition visual experience. This technology uses organic polymer materials as semiconductor materials in light-emitting diodes and is widely used in mobile phones, notebook computers, LCD TVs, and other fields.
At the end of last year, BOE entered the Apple panel supply chain for the first time to supply the iPhone 12 series. However, the products were only used for Apple's relatively inexpensive models and repaired and refurbished iPhones.
In October of this year, it was reported that Apple was in contact with BOE in order to develop a high-end iPhone 13 display. According to relevant media reports, as BOE’s supply of Apple’s mobile phone panels soars, among the three companies that have received iPhone13 panel orders, Samsung’s and LG’s share of displays will decrease. It is expected that the number of OLED panels supplied by Samsung Display to Apple will slightly increase from about 130 million pieces this year to 130 million to 140 million pieces next year, and the corresponding share will drop from 60% at the end of this year to about 50%; LG Display Today and Ming The share for the two years has been around 20%, but it is expected to drop by 1-2% next year.
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