BOE, the domestic panel maker, is investing heavily in opening and refining an OLED module production line for Apple-only products, which appears to be a necessary preparation for BOE to secure apple orders and become an iPhone supplier. BOE has been trying to secure screen orders from Apple in an effort to become the third Apple product panel supplier after Samsung and LG.
ACCORDING TO ETNEWS, BOE HAS INVESTED IN NEW PLANTS AND EQUIPMENT FOR THE OLED PRODUCTION LINE, AND IS EXPECTED TO BUILD 10 NEW PRODUCTION LINES FOR APPLE AT THE B11 OLED PLANT IN SICHUAN, WHICH WILL ALSO PROVIDE AN ENTIRE ASSEMBLY LINE FROM PANEL TO MODULE.
BOE has communicated with Apple several times before, and it is clear that the new production line is designed to meet Apple’s strict quality control standards. Apple also has a long-standing vision of BOE as a third OLED supplier.
However, despite the investment in new production equipment, this does not mean that BOE has taken orders for iPhone OLED. Multiple industry sources responded to the report by saying that Apple had recently asked BOE to make the necessary preparations for the supply of OLED.
If BOE does eventually meet Apple’s expectations, it is unlikely to enter the supply chain of the iPhone OLED panel any time soon, with sources suggesting that BOE could start supplying OLED to Apple by mid-2021.