Chinese AMOLED display manufacturer, BOE, is gradually gaining more grounds in the AMOLED display market. The company recently became the largest display supplier for Huawei Mate 20 Pro, eliminating LG. According to industry sources, China’s leading AMOLED display manufacturer BOE has surpassed LG and is catching up with Samsung. The company also plans to invest $6.85 million in its third production line for the 6th generation flexible AMOLED panels.
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In the third quarter of 2018, BOE’s 6.39-inch QHD+ AMOLED yield was only 10%. It increased to 30% in the fourth quarter and may exceed 50% by the end of this year. As of the end of 2018, BOE would need to spend about $80 to make a 6.39-inch AMOLED panel, while Samsung would need only $60 to make the same panels. However, according to information from Display Supply Chain Consultants (DSCC), the world’s leading display agency, the increasing yields and other factors will help BOE reduce production costs to catch up with Samsung. BOE shipped one million units in the fourth quarter which is much more than the 30,000 units it shipped same time last year.
