apple lcd display supplier

Apple is always looking to diversify its suppliers; this helps to improve existing technologies and make them less expensive. This time, TCL’s subsidiary CSOT wants to enter Apple’s LCD supply chain for upcoming Macs and iPads.

The publication says that CSOT is a “fierce competitor” to BOE in the global LCD market, but the company is ahead of CSOT in LCD panels for notebooks, tablets, and monitors as well as with the OLED technology for smartphones.

BOE, as you probably know, has for years been a third supplier of displays for Apple’s older LCD iPhones, but only started making OLED panels for Apple as of the iPhone 12. It was on track to pick up orders for 30-40M iPhones this year. It will also be responsible for around five million units of iPhone 14 OLED panels.

Not only that, but BOE is also supplying LCD panels to Apple for MacBooks and iPads. Analyst firm Omdia says the Chinese company will be the largest supplier of LCD panels for iPad this year.

CSOT also formed a team during the first half of the year to review building an OLED production line aimed at iPhones. CSOT’s expansion plan will, besides BOE, also threaten South Korean display maker LG Display, which leads the supply of LCD panels to Apple for high-end devices.

LG Display is expected to supply 14.8 million LCD panels to Apple for MacBooks this year, according to Omdia, making its share in this specific supply chain 55%. Having another competitor in the supply chain like CSOT could add pressure on LG Display to cut unit prices.

apple lcd display supplier

The problems faced by tertiary Apple display supplier BOE appear to have gone from bad to worse, according to a new report. The company is now in danger of losing all orders for the iPhone 14.

Too many of the company’s displays were failing to pass quality control checks, and BOE reportedly tried to solve this by quietly changing the specs – without telling Apple …

Chinese display manufacturer BOE was only ever third-placed in Apple’s supply chain, behind Samsung and LG, but was still hoping to make as many as 40M OLED screens this year for a range of iPhone models.

BOE hit two problems, however, which put this number in doubt. First, it was struggling to buy enough display driver chips. As we noted previously, these are one of the worst-hit components in the global chip shortage.

The biggest issue is not with CPUs and GPUs, but far more mundane chips like display drivers and power management systems. These relatively low-tech chips are used in a huge number of devices, including Apple ones.

Yield rates are always a challenge for Apple suppliers, as the company’s specs are often tighter than those set by other smartphone makers. Even Samsung Display, which has the most-advanced OLED manufacturing capabilities, has at times had yield rates as low as 60% for iPhone displays.

The Chinese display panel sent a C-level executive and employees to Apple’s headquarters following the incident to explain why they changed the circuit width of the transistors.

They also asked the iPhone maker to approve the production of OLED panels for iPhone 14, but didn’t receive a clear response from Apple, they also said.

Cupertino seems poised to give the order for around 30 million OLED panels it intended to give BOE before the incident to Samsung Display and LG Display instead.

apple lcd display supplier

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apple lcd display supplier

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.

apple lcd display supplier

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 even provided the flexible OLED used in the foldable Huawei Mate X, which has proven way more reliable than Samsung’s flexible OLED efforts. Perhaps, then, it’s somewhat unsurprising that Samsung is reportedly considering using BOE screens for its future devices, likely at the expense of its own industry-dominating Samsung Display unit.

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 lcd display supplier

After it switched its iPhones to OLED displays completely, Apple may be planning to apply the technology to its devices with larger screens, such as MacBooks, iPads, or monitors. Both LG and Samsung are reportedly working on displays for the first OLED iPads that are rumored to be launched in 2024, based on the current 6-Gen OLED panel production method.

LG is slightly ahead in the OLED MacBook panels" development as it has more experience with larger OLED screens and is a pioneer of the frugal dual-stack OLED technology that Apple allegedly prefers. LG and Samsung, however, will indeed use the current 6-Gen display technology for Apple"s first OLED iPads, reports Korean media today, while they are hard at work on developing 8.5-Gen OLEDs for larger laptop screens like those on Apple"s MacBooks.

The 8.5-Gen substrate sheets are larger and more economical to cut screens with display diagonals larger than 10 inches from. Samsung has started the development of its two-track 8.5-Gen OLED technology last year, and LG has apparently followed with a half-cut horizontal deposition tryout in December, with the aim to win Apple"s approval and wiggle into the future OLED MacBooks supply chain. There is, however, a third option that Apple may pursue now, larger 8.5-Gen OLED panels made by BOE.

The screen maker has reportedly approached the Japanese from Canon Tokki for the development of the evaporator technique needed, and plans to start mass production of 8.5-Gen OLED displays on its B16 line in Chengdu by the end of 2024. Thus, starting in 2025, Apple may be able to choose from three 8.5-Gen screen suppliers - LG, Samsung, and BOE - for its future MacBooks, iPads, or maybe even monitors with OLED display technology.

apple lcd display supplier

Apple is always looking to diversify its suppliers; this helps to improve existing technologies and make them less expensive. This time, TCL’s subsidiary CSOT wants to enter Apple’s LCD supply chain for upcoming Macs and iPads.

The publication says that CSOT is a “fierce competitor” to BOE in the global LCD market, but the company is ahead of CSOT in LCD panels for notebooks, tablets, and monitors as well as with the OLED technology for smartphones.

BOE, as you probably know, has for years been a third supplier of displays for Apple’s older LCD iPhones, but only started making OLED panels for Apple as of the iPhone 12. It was on track to pick up orders for 30-40M iPhones this year. It will also be responsible for around five million units of iPhone 14 OLED panels.

Not only that, but BOE is also supplying LCD panels to Apple for MacBooks and iPads. Analyst firm Omdia says the Chinese company will be the largest supplier of LCD panels for iPad this year.

CSOT also formed a team during the first half of the year to review building an OLED production line aimed at iPhones. CSOT’s expansion plan will, besides BOE, also threaten South Korean display maker LG Display, which leads the supply of LCD panels to Apple for high-end devices.

LG Display is expected to supply 14.8 million LCD panels to Apple for MacBooks this year, according to Omdia, making its share in this specific supply chain 55%. Having another competitor in the supply chain like CSOT could add pressure on LG Display to cut unit prices.

apple lcd display supplier

As I had hinted, Apple ended uptapping BOE Technologyfor their iPhone 13 OLED screens.BOE will initially split orders for the 6.1-inch iPhone 13 displays with Samsung Display, with the Chinese company"s share accounting for up to 20% of the total, sources said. Under the most optimistic scenario, BOE aims to grab 40% of orders for this model from the South Korean display giant, the people added.

Taiwanese and Japanese display makers have lost market share to the Chinese. Right now, the OLED space is between the South Korean players - LG and Samsung - and BOE.

With $19 billion in revenue, they are the world’s second largest OLED vendor and the biggest seller of flat panel displays. They are China"s most advanced display technologies company - the only one equipped to produce LCDs in the 6th generation category or above.

They are a serious challenger to Samsung and LG Display and might supply the next iPhone. In this video I want to take a look at BOE’s development and how they are challenging the current display incumbents.

BOE started off far behind in the display industry, and sought foreign technology transfers to catch up. They reached out to various companies in the display industry, offering their cheap labor in a joint venture.

BOE got a good foothold in the market from this joint venture. But the display field is a competitive one, and BOE feared someone else coming in with a better thing. They sought to differentiate their offerings from the rest of the industry by breaking into and commercializing the latest in display technology.

Compared to their predecessors, TFT-LCDs are capable of delivering better contrast ratios and refresh rates. Today, they are widely used in televisions, laptops displays, monitors, and mobile phones.

The TFT-LCD product is at its heart a semiconductor like those made by TSMC and Intel. Which means being subjected to the same brutal up and down business cycles every 1.5 to 2 years that frequently overwhelm other semiconductor sectors. Building up supply capacity is extremely capital-intensive and takes years of lead time. And margins are tight - BOE makes less than 15% gross margin.

Vendors can easily swap out one display for another and thus constantly pit suppliers against each other on the basis of price and features. There always is another competitor willing to cut into your share, so accumulating scale, IP walls, and feature differentiation is crucial.

Today, the industry is extremely mature with multiple vendors all competing against each other. Many of these vendors - AUO, LG Display, Samsung Display, Innolux, and Sharp - have "big brothers" backing their P&L, making the industry kind of like a tech proxy war.

Now cut off from its profit-making siblings Hyundai Motors and Hyundai Heavy Industry, Hynix needed to lose weight and pay back its debt while preserving its core semiconductor businesses. Thus Hynix progressively sold its display technologies subsidiaries to BOE to get that money.

First, the STN-LCD and OLED businesses in 2001. These were not that strategically important. STN-LCD was an older technology even then. More power-efficient and cheaper to manufacture than TFT-LCD, but with the drawback of lower image quality and slower response times. OLED screens for their part were still at the prototype stage at the time.

A year later, Hynix sold its valuable TFT-LCD display arm to BOE for $350 million. Crucially, the sale included Hynix"s comprehensive intellectual property and patents for its 4th and 5th-generation TFT-LCD technologies. Hynix had been doing TFT-LCD research in the US for years by then so this was excellent stuff.

These acquisitions, criticized at the time, would turn out to be a seminal moment in Chinese display technology history. A classic story of excellent timing. They immediately vaulted BOE into being the 13th largest company in China - up from 41st a few years earlier.

As expected, BOE absorbed Hynix"s display technologies and capacity to rapidly catch up to the market incumbents. Backed by the Beijing city government"s financial firepower, the company invested over a billion dollars to build its first cutting edge LCD factory.

TPV"s upstream and downstream experience helped BOE turn a rare profit in 2003. By 2006, it was China"s leading TFT-LCD maker and ninth largest in the world. As the stars of Chinese tech companies like Xiaomi and Huawei have risen, BOE as a core displays supplier has also risen alongside them.

BOE"s core business lines are in display technology. They run factories in nine cities, including their leading edge 10.5 generation TFT-LCD production lines in the cities of Beijing and Hefei, Anhui.

They are especially prolific in the OLED space, with the third most patents in OLED technologies behind Samsung Display and LG Display. The whole ranking is dominated by East Asian companies, with Kodak the only American on the list.

The company is also making moves into the IoT and health spaces. IoT items like intelligent windows and smart TVs, kind of makes sense. But medical? I know, it seems a little weird that a display company should expand into hospitals and medical research.

In 2019, the whole company turned a negative net loss of $181 million USD before "exceptional gains and losses". The company"s core displays division - called Interface Devices on its annual report - lost $237 million USD. Its gross margin was just 13%, hardly better than your average fast food restaurant.

BOE is certainly a semiconductor national champion to be proud of, but it achieved this status only through a great deal of struggle. And it seems to me that the company is trying a whole lot of things in order to grow beyond its core TFT-LCD business. They have bet a whole lot on OLED being that thing.

While BOE has provided OLED panels for some of Huawei"s flagship Mate phones, its market share still lags behind Samsung and LG Display. The same dynamics that kept BOE out of the TFT-LCD market also apply to OLEDs. This is critical as it seems inevitable that OLED will be the dominant display technology going forward.

Perhaps that will change with the rumors that BOE"s OLED screens have finally passed Apple"s quality control checks. Joining the ranks of Apple"s iPhone suppliers can help send the company forward towards getting the same type dominance in OLED panels that it now has in other display markets.

apple lcd display supplier

TCL’s subsidiary CSOT wants to become one of Apple’s LCD display suppliers for future Mac and iPad models, according to the news serviced by South Korea-based The Elec.

According to sources, TCL president Li Dongsheng will visit Apple Park very soon. The boss of the Chinese electronics manufacturer, Cupertinolu, aims to make an LCD panel supply contract for iPads and MacBooks.

CSOT operates in the global LCD market as a firm competitor of BOE. However, BOE is ahead in supplying LCD panels for laptops, tablets and monitors. It also has an edge over CSOT in OLED panel orders used in smartphones.

CSOT had assembled a team in the first half of the year to build an OLED production line for iPhones. If TCL manages to reach an agreement with Apple, CSOT could begin manufacturing LCD panels for new MacBooks and iPads in 2023 or 2024.

apple lcd display supplier

As CBN reports, after Sharp acquired the Hakusan factory of Japan Display Corporation (JDI) at the end of last month, yesterday Apple asked Sharp to increase the production of iPhone panels. So the Hakusan factory will restart within this year.

Chen Jun, chief analyst of Qunzhi Consulting, said today that Sharp will become the largest supplier of LCD (liquid crystal) screens for iPhones in the future and continue to increase its B2B business.

Apple’s latest iPhone 11 series currently uses LCD and OLED screens. The 5.8-inch iPhone 11 Pro and the 6.5-inch iPhone 11 Pro Max use OLED screens, while the 6.1-inch iPhone 11 use LCD panels.

As we have reported for many times, Apple’s next-generation iPhone 12 series will include four models. According to the current news, all four models in the series will use OLED screens.

Currently LGD, JDI and Sharp are the main LCD screen suppliers for Apple iPhones. However, LGD will supply OLED screens to Apple next year, thus exiting the list of LCD screen suppliers.

Prior to this, we also reported that the LCD screen required by Apple’s new SE series iPhone is currently exclusively supplied by its previous major LCD screen supplier, Japan Display Company (JDI). However, Sharp, which was acquired by Hon Hai Precision in 2016, subsequently also will supply LCD screens to Apple’s new iPhone SE.

Before the iPhone adopted the OLED screen, JDI was a major supplier of LCD panels for Apple smartphones. And Apple was also the main source of income for JDI. However, after Apple turned to OLED screens, JDI, which was not in time for transition, also fell into trouble. Apple has also rescued from multiple levels. In 2019, JDI still has 61% of revenue from Apple.

apple lcd display supplier

The Apple Studio Display (stylized and marketed as Studio Display) is a 27-inch flat panel computer monitor developed and sold by Apple Inc.Mac Studio desktop and was released on March 18, 2022. It is Apple"s consumer display, sitting below the Pro Display XDR.

The Studio Display is the first Apple-branded consumer display released since the Apple Thunderbolt Display, which was released in 2011 and discontinued in 2016.LG to design the Thunderbolt 3-enabled UltraFine line, consisting of a 21.5-inch 4K and a 27-inch 5K display.

The Studio Display features a 27-inch, 5K LED-backlit panel, with 5120×2880 resolution at 218 pixels per inch and 600 nits of brightness, an increase from the 500 nits panel used in the LG UltraFine and 27-inch iMac.P3 wide color and True Tone technology.HDR content.spatial audio and Dolby Atmos, and a three-microphone array that supports "Hey Siri".Thunderbolt 3 port that supports DisplayPort 1.4 with Display Stream Compression (DSC) 1.2 and provides up to 96 W of host charging for connected laptops, and three downstream 10 Gbit/s USB-C ports.

The Studio Display includes an Apple A13 Bionic system on a chip to power audio and webcam processing. The built-in webcam supports Center Stage, introduced with the iPad Pro (5th generation), which pinpoints the positions of the users and automatically tracks the camera view accordingly to perspectively center them.iPhone 11.

The Studio Display comes with three mounting options: a tilt-adjustable stand, a tilt- and height-adjustable stand similar to the Pro Display XDR, and a VESA mount. The mounts are built into the display and are not user interchangeable, but can be reconfigured by an Apple Store or authorized service provider after purchase."nano-texture" glass finish to reduce glare.

The Studio Display works with other systems supporting DisplayPort, including Windows-based systems, but only supported Macs have access to features beyond display, speakers and webcam.Boot Camp are supported with version 6.1.17.

apple lcd display supplier

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