On February 15th, according to foreign media reports, Apple is discussing with the Chinese technology group BOE to supply the next generation of display screens for the future iPhone.
Apple's factory in China
According to people familiar with the matter, Apple has been testing BOE's active-matrix OLED screens for several months, but has not yet decided whether to add Chinese companies to the supplier list. The consultation is still in its early stages, and it is impossible for BOE to offer the next iPhone, but it may be a model of 2018 or later.
Founded in 1993, BOE is the world's largest LCD panel maker by market value. It is building two AMOLED plants in Sichuan Province, spending nearly 100 billion yuan ($14.5 billion).
If you choose BOE, it will become the first known supplier to provide screens to Apple except South Korea and Japan. In order to adopt clearer and more energy-efficient technologies for the next generation iPhone and catch up with rivals Samsung and Huawei, Apple is exploring alternatives to address the global shortage of OLED displays.
Apple declined to comment, BOE declined to comment on the conversation with customers.
BOE
The display is one of the most expensive components in a smartphone, and OLED screens are more difficult to produce. The world's four largest smartphone display suppliers are: Samsung Display Co., Ltd., Sharp, LG Display, and Japan Display.
A person familiar with the matter said that Apple and Samsung will have exclusive OLED supply transactions in 2017. However, this does not guarantee that Samsung will be able to provide enough display to meet the needs of the iPhone, especially given that Samsung needs to equip its new upcoming flagship. Analysts estimate that in the fourth quarter of 2017, Apple expects to sell as many as 90 million iPhones. (Zhou Lin)
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