BOE is quite good with LCD displays, especially for larger equipment. However, with the excess LCD production capacity and lower profit margins, BOE has increasingly shifted its focus to OLED flexible panels. The Chinese manufacturer is considered a pawn in the OLED market which boasts of heavyweights like Samsung and LG. However, BOE got the contract to produce some display panels for the Mate 20 series. Since then, more manufacturers are now looking into its cheaper OLED display. According to reports from South Korea, will supply OLED screens for next year iPhone
According to Korean media reports, BOE’s OLED screen will set off a “Chicken Game” against Samsung from 2020 to 2021. BOE’s biggest challenge to Samsung may be in Apple orders. Once the yield reaches Apple’s requirements, BOE will lock in the iPhone supplier’s place, starting as soon as 2020.
South Korean analysts even predict that in 2021, BOE will ship 45 million OLED panels for the iPhone. Of course, Samsung will still keep the bulk of iPhone orders, but its orders will drop from 230 million last year to 150 million.
Some months ago, there were reports that Apple is testing BOE’s display for its upcoming iPhones. The latest report suggests that the test result is positive. However, we can only be certain after the launch of the 2020 iPhones.