apple lcd panel manufacturer made in china
As Apple mainly relies on Samsung and LG to manufacture its OLED panels for the iPhone, another Chinese factory wants a piece of Cupertino’s company money. As reported by
CSOT, together with Apple, first review the OLED panel produced from its T4 factory at Wuhan, China, sources said. The factory is designed to house three phases for a total capacity of 45,000 substrates per month. Two phases are currently live.
As of now, the Chinese company had supplied OLED panels for Samsung’s Galaxy M models in 2021. CSOT will also supply OLED panels for Galaxy A73 this year, The Elecreports.
The publication notes that it won’t be an easy path for CSOT, as China’s largest display panel maker BOE had failed “multiple times in Cupertino’s evaluation processes before finally being able to supply OLED panels to the iPhone maker.”
As 9to5Mac reported earlier this week, BOE, which currently manufactures OLED panels for iPhone 12 and iPhone 13 – and will do the same for this year’s iPhone 14 – will try to supply displays for iPhone 15 Pro as well.
Although Apple has a very high standard on its supply chains, having more options is good. As The Elec notes, “Cupertino can also already use BOE to pressure Samsung Display and LG Display into lowering their unit prices. BOE’s OLED production capacity will also expand to 144,000 substrates per month by the end of this year or early next year, triple that of the maximum capacity at CSOT’s T4 factory.”
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.
Appleis 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.
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.
Chinese display manufacturer Beijing Oriental Electronics (BOE) could lose out on 30 million display orders for the upcoming iPhone 14 after it reportedly altered the design of the iPhone 13’s display to increase yield rate, or the production of non-defective products, according to a report from The Elec (via 9to5Mac).
Apple tasked BOE with making iPhone 13 displays last October, a short-lived deal that ended earlier this month when Apple reportedly caught BOE changing the circuit width of the iPhone 13’s display’s thin-film transistors without Apple’s knowledge. (Did they really think Apple wouldn’t notice?).
This decision could continue to haunt BOE, however, as Apple may take the company off the job of making the OLED display for the iPhone 14 as well. According to The Elec, BOE sent an executive to Apple’s Cupertino headquarters to explain the incident and says it didn’t receive an order to make iPhone 14 displays. Apple is expected to announce the iPhone 14 at an event this fall, but The Elec says production for its display could start as soon as next month.
In place of BOE, The Elec expects Apple to split the 30 million display order between LG Display and Samsung Display, its two primary display providers. Samsung will likely produce the 6.1 and 6.7-inch displays for the upcoming iPhone 14 Pro, while LG is set to make the 6.7-inch display for the iPhone 14 Pro Max.
According to MacRumors, BOE previously only manufactured screens for refurbished iPhones. Apple later hired the company to supply OLED displays for the new iPhone 12 in 2020, but its first batch of panels failed to pass Apple’s rigorous quality control tests. Since the beginning of this year, BOE’s output has also been affected by a display driver chip shortage.
While Samsung will continue to supply approximately 80 per cent of iPhone displays, rumours claim that a little-known company called BOE looks set to become Apple’s second-largest OLED supplier. Not only is this a sign that Apple’s lowest-cost iPhone 12 model will likely make the leap from LCD to OLED this year, but it’s also a sign that Apple is looking to diversify which manufacturers it uses, and potentially looking to ready itself for a move into the display market itself.
You, like many of us when we first read the rumours, are probably wondering who the hell BOE is, and how it managed to score such a big deal despite its relatively unknown status. However, BOE is, in fact, the largest display manufacturer in China, supplying screens for smartphones, TVs and other electronic devices and home appliances.
The company, which was founded in Bejing in 1993 and acquired SK Hynix"s STN-LCD and OLED businesses back in 2001, is ranked second in the world when it comes to flexible OLED shipments, holding a market share of 11 per cent during the first quarter of this year. It, naturally, is still a long way behind market leader Samsung, which owned 81 per cent market share of the OLED market in the same quarter. Still, with a sizable chunk of the OLED market already under its belt, it perhaps won’t come as too much of a surprise – now, at least – that the firm already has some big-name allies.
BOE’s display technology is currently being utilised in Huawei"s most popular smartphone models, including the high-end P and Mate series, and it reportedly will manufacturer the palm-stretching screen set to appear on this year’s Huawei Mate 40.
BOE’s surprising alliance with Apple isn’t the only time the two companies have worked together, either; the Chinese manufacturer already makes LCD screens for Apple"s older iPhones, and its tiny OLED panels are currently used in some Apple Watch models. It’s unclear how much BOE and Apple’s latest deal is worth, but it’s likely in the billions. According to online reports, Samsung’s deal with the iPhone maker is thought to be worth around $20 billion annually, so if BOE manages to secure 20 per cent of Apple’s display orders going forward, such a deal could be worth as much as $4bn.
Although BOE has managed to muscle its way into Apple’s exclusive list of OLED suppliers, and has invested heavily in facilities and equipment in order to meet the firm’s demands, the new partnership hasn’t got off to a flying start. According to reports, the company’s flexible OLED panels have not yet passed Apple’s final validation. This means, according to rumours, that BOE’s screens might not show up in the first batch of iPhone 12 models, and will instead start shipping on handsets at the beginning of 2021, with Apple instead set to re-increase its reliance on LG in the short term.
Scenarios like this, along with the fact that Apple is clearly looking to lessen its reliance on big-name display makers, makes us think that it won’t be long until the company ultimately stops relying on others altogether; after all, it’s no secret that Apple wants to control every aspect of its hardware development.
The display market could be Apple’s next target. Not only does the company already manufacturer screen technology in the form of its Pro Display XDR, but a recent Bloomberg report claims that Apple is “designing and producing its own device displays” and is making a “significant investment” in MicroLED panels. This technology utilises newer light-emitting compounds that make them brighter, thinner and less power-intense than the current OLED displays.
Apple’s efforts in MicroLED are reportedly in the “advanced stages”; the company has applied for more than 30 patents, and recent rumours suggest the firm is also considering investing over $330 million in a secretive MicroLED factory with the goal of bringing the technology to its future devices.
Apple has reportedly sealed the deal with BOE for manufacturing screens for its upcoming line-up of flagship smartphones in the iPhone 14 series. It has been reported that the deal has been signed at a whopping USD 7.75 million. According to the contract, BOE will be manufacturing 25 per cent of the OLED displays for the iPhone 14 series.
BOE will only produce 6.1-inch panels under the contract. This means that the vanilla models in the iPhone 14 line-up will use displays by BOE, while the iPhone 14 Max and Pro Max models will likely stick to screens manufactured by LG and Samsung. This is the first time that the Chinese brand, known for its expertise in manufacturing displays, will be making displays for iPhones.
The company has been making waves in the tech market ever since it started making OLED panels in 2021. BOE has reported a 60 per cent hike in its production in 2021. Owing to its rapid growth, the brand has consolidated its position as the top display manufacturer in China.
Even as Apple fans are awaiting any official development on the upcoming iPhone models, several reports have hinted at the tech giant’s progress with the M3 Apple Silicon Chip. According to noted tech journalist Mark Gurman, the Cupertino-based tech giant is already working on an iMac with the latest M3 chip along with around nine other new mac models.
Gurman in his latest newsletter said that Apple is working on iMac with M3 chip, however, he has not disclosed any specific details. Besides, he has also indicated that the M3 version for the desktop is also in the works. Other than iMac, the tech expert says that Apple could also be working on an iMac Pro with M3 chip.
India is likely to export mobile phones worth about $9 billion in FY23, up from $5.8 billion in the year before, as manufacturers step up production and outward shipments.
Rumors about Apple ditching Samsung as a display supplier have been around for years now. Actually, it was believed that Chinese-based BOE would step up and make the OLED screens for 2020’s iPhone 12 series, but the company failed to deliver its first shipment to Apple due to quality control problems and validation issues.
The exact share of BOE-made OLED screens in the iPhone 12 family remains unclear but the company reportedly upped its game and managed to deliver some OLED panels for the iPhone 13 base models.
Up until now, the more advanced variable refresh rate OLED panels (iPhone 13 Pro and 13 Pro Max) have been all manufactured by Samsung and LG (mostly Samsung). The LTPO tech allows the phone to lower its refresh rate when displaying static images, conserving energy, while bumping it up when scrolling or viewing moving scenes.
The iPhone 15 Pro and Pro Max are expected to come with the same 120Hz variable refresh rate panels seen in the upper range of the iPhone 13 series. Apparently, BOE won’t make the cut to deliver the LTPO screen for the iPhone 14 flagships but the Chinese company will continue to supply panels for the lower-tier models.
LTPO is a fancy acronym for Low-Temperature Polycrystalline Oxide, and it describes the materials used to manufacture the display panel and its little pixels. Up until the LTPO tech became available, phones and other gadgets all used LTPS technology. That’s another acronym - Low-Temperature Polycrystalline Silicon, and as you can see, the difference is tiny.
You might remember the story of Chinese glass manufacturer BOE. The company wanted to be an iPhone supplier so badly and it started working its way up the ladder. First, it supplied replacement OLED panels for units in need of new glass. That gave Apple the confidence to allow BOE to supply some iPhone 12 units and supposedly the company was given the opportunity to supply Apple with up to 40 million displays for a variety of iPhone models.
BOE was hoping to supply Apple with 30 million OLED panels for the 6.1-inch iPhone 14.. But the company decided to make unilateral changes to the panel"s specs without informing Apple. BOE reportedly changed the width of the thin-film transistors used on the panels without getting Tim Cook-or anyone from Apple-to sign off on it. We will discuss the probable reason why this was done in a few paragraphs.
The glass manufacturer"s actions could have left the company booted so far out of Apple"s supply chain that Apple probably wouldn"t even allow BOE to supply the glass for its $19 Polishing Cloth. Yes, we know that there is no glass used on that product which is kind of our point.
But in this day and age of supply chain shortages, Apple decided to forgive if not forget. According to ITHome (via AppleInsider) BOE"s panels supposedly received certification by Apple last week and volume production (or mass production if you prefer that better) of the panels will begin before the end of this month. Apple should start receiving the shipments in September, the same month when the new iPhone 14 series is expected to be introduced.
Of the 90 million panels for the iPhone 14 series that Apple has allegedly ordered, 60 million should arrive from Samsung Display, and 25 million should arrive from LG Display. That leaves BOE to deliver 5 million displays to Apple. That is a low number considering how many units of the iPhone 14 Apple plans on building. But it seems that Apple is giving BOE an audition to see if it can be trusted as a potential source of screens for future iPhone units.
And in typical Apple fashion, keeping BOE hanging around is actually advantageous to Apple. It keeps both Samsung and LG honest when it comes to pricing since both of those companies see that there is still another possible OLED supplier lurking in the background ready to give Apple a better deal on iPhone displays.
You might want to know why BOE screwed with the specs for the iPhone 14 panels that it was building. Apparently, the company was reporting low yields which means that a large number of the panels it was building could not pass QC or quality control tests. By making the width of the film transistors thicker, the panels became easier to produce and the yield rate was moving higher.
Unfortunately for BOE, Apple discovered the ruse and could not be hoodwinked. This makes us wonder what the Chinese manufacturer"s end game was, or even if it had one. Apple was sure to discover the change eventually. When Apple did discover what had occurred, BOE sent what was described as a "C-level" executive to Cupertino in an attempt to explain what had happened and to ask for Apple"s forgiveness, which it apparently did receive.
BOE may not be providing Apple with as many OLED panels as it would have liked, and it is being watched very closely. However, BOE is still in the game and may get to produce more panels next year when Apple releases what could very well be a redesigned iPhone 15 line.
The upcoming Apple iPhone 14 series is expected to include a 6.1-inch iPhone 14, a 6.7-inch iPhone 14 Max, a 6.1-inch iPhone 14 Pro, and the top-of-the-line iPhone 14 Pro Max.
TAIPEI/BEIJING/SEOUL -- Apple is in the final stages of certifying advanced screens from top Chinese display maker BOE Technology Group for iPhones next year, as the U.S. tech giant attempts to cut costs and reduce its reliance on South Korea"s Samsung Electronics.
The iPhone maker is "aggressively testing" BOE"s flexible organic light-emitting diode, or OLED, displays, sources told the Nikkei Asian Review, raising the possibility that Apple could source this advanced display technology from China for the first time. Apple will decide by the end of this year whether to take on BOE as a supplier of its single most expensive component, they said.
Selecting a Chinese company would be a surprising move, given the company has warned of the impact of the U.S.-China trade war on its business. Many of Apple"s major products, including the iPhone, are produced in China.
Apple is planning to reevaluate the samples of new OLED panels manufactured by Chinese display-making giant Beijing Oriental Electronics or BOE, the media has reported. The Chinese display-making major had reportedly lost millions of iPhone 14 OLED panel orders in the wake of an unauthorised manufacturing change.
According to a report by TheElec, the iPhone maker will start evaluating the BOE"s OLED samples for iPhone 14. The Chinese display panel maker is hoping to receive approval from the iPhone maker within the month, TheElec report added citing sources. Depending on the go-ahead by Apple, China"s BOE would begin mass manufacturing of OLED panels in July-August, aimed at the standard model in the upcoming iPhone 14 series that is slated to be unveiled this fall.
It should be noted that BOE is slightly behind display giants South Korea"s Samsung Display and LG Display that is likely to start mass production of panels for the iPhone 14 series near the end of this month.
Earlier in May, reports said that Chinese BOE which struck a deal with Apple to supply OLED panels for the iPhone 14 series stands to lose the order of about 30 million OLED screens for the 2022 iPhones. That"s because BOE without authorisation changed the design of the circuit width of the iPhone 13"s OLED panels earlier this year to increase the yield rate, which resulted in Apple asking BOE to halt the production of the panels, TheElec had reported.
The China-based display-making giant currently, makes panels for the baseline iPhone 13. The higher-end displays that require more advanced technology, are being produced by Samsung. According to previous reports, for the 6.68-inch iPhone 14 Pro Max, Apple will be procuring OLED panels from Samsung Display and LG Display. Apple is planning to apply hole-display technology in the Pro lineup of the iPhone 14 series.
Aug 16 (Reuters) - Apple Inc"s (AAPL.O) suppliers are in talks to produce Apple Watch and MacBook in Vietnam for the first time, Nikkei Asia reported on Tuesday, citing people familiar with the matter.
Apple"s Chinese supplier Luxshare Precision Industry (002475.SZ) and Taiwan-based Foxconn (2317.TW) have started test production of Apple Watch in northern Vietnam, the report added.
Apple has asked suppliers to set up a test production line in Vietnam for the MacBook, the report said, adding that progress in moving mass production to the country has been slow partly due to pandemic-related disruptions but also because notebook computer production involves a larger supply chain.
Apple has been shifting some areas of iPhone production from China to other markets, including India, where it started manufacturing iPhone 13 earlier this year, and is also planning to assemble iPad tablets. read more
India, the world"s second-biggest smartphone market, along with countries such as Mexico and Vietnam, is becoming increasingly important to contract manufacturers supplying American brands, as they try to diversify production away from China.
Last week, Taiwanese contract manufacturer Foxconn gave a cautious outlook for the current quarter after posting results that exceeded expectations, citing slowing smartphone demand after a pandemic-fuelled boom. read more
Like other global manufacturers, Foxconn - formally called Hon Hai Precision Industry Co Ltd - has dealt with a severe shortage of chips that hurt production, as bottlenecks from the pandemic lingered and the Ukraine war further strained logistical channels.
According to latest reports, in order to cut costs and reduce reliance on parts supplied by South Korea’s Samsung Electronics, Apple commissioned China’s top display manufacturer BOE Technology Groupto test the latest cutting-edge iPhone screens. It is reported that Apple is interested in the BOE’s flexible OLED screen. BOE’s certification tests for the new screen have entered the final stage. Apple will decide whether to use the company’s products before the end of this year.
Reports dating back to February have noted that BOE is qualified as a supplier of flexible OLED panels for Apple, and is expected to become the third supplier of flexible OLED panels after Samsung Display and LG Display. However, according to Apple’s internal regulations, even if the manufacturer obtains the qualification of the supplier, it will not be able to ship its products to Apple immediately. BOE must first pass Apple’s quality certification in order to become a supplier.
BOE is the largest panel manufacturer in China. With more than ten years in business, BOE has become the world’s largest supplier of LCD panels, with the largest market share in the world for LCD panels, encompassing all sizes. The company is the current leader among China’s high-end manufacturing enterprises.