A few days ago, it was reported that BOE would be able to provide OLED screens for Apple's next-generation iPhone and become another OLED screen supplier in the Apple supply chain.
Previously, Apple iPhone X used OLED screen, and the only supplier came from Samsung. From Apple's point of view, looking for more OLED screen suppliers to meet the diversified supply of key devices, is not completely subject to Samsung.
From the perspective of BOE, once it successfully enters the Apple OLED screen supplier industry, it will greatly enhance the global influence of Chinese panel companies. In the competition with Samsung and LGD, it will not fall.
The supply of small-size OLED panels has been in a state of shortage in recent years. Samsung has had to shut down large-size LCD panel production lines and vigorously produce small-size OLED panels, but the gap is still small.
In this context, LGD and BOE have increased the production capacity of small-size OLED panels. It is reported that LGD will provide 3 million to 5 million OLED displays for the iPhone produced this year. The small size of BOE The OLED panel production line has also been mass-produced in Chengdu in October 2017. This is China's first, the world's second mass-produced 6-generation flexible OLED panel.
Currently, BOE provides panels for iPad and MacBook, and is the world's largest supplier of large-size LCD panels.
In short, once BOE and LGD can become Apple's OLED panel suppliers, it will break Samsung's monopoly in this field, and the shortage of global small-size OLED panels will gradually be relieved.
If Apple purchases BOE, LGD's OLED panel, China's mobile phone brand is expected to get more OLED panel resources from Samsung. Previously, due to limited production capacity, Samsung can only guarantee priority supply to Apple iPhone X and Samsung mobile phone itself, Chinese mobile phone brand obtained The resources are very limited. With the increase in production capacity of Samsung, BOE, LGD, and the OLED screen supply of Apple's iPhone, Chinese brands are expected to gain more OLED panels.
Nail Technology noted that the analysis agency expects that the penetration rate of OLED panels in the smartphone market will reach 46% by 2021, and nearly half of mobile phones will be equipped with OLED panels.