In order to ensure the security of the supply chain and improve its bargaining power, Apple usually finds multiple supply chains for joint supply. For example, screen manufacturers usually find Samsung and LG to ship together. And now, the domestic screen manufacturer BOE has successfully entered the Apple iPhone screen supply chain through unremitting efforts.
According to the latest data released by the research institute Luotu Technology, the upstream and downstream information of the industry chain recently showed that BOE has officially passed Apple's screen certification and will start to supply Apple with iPhone 12 OLED screen panels within December.
Previously, because BOE repeatedly reported that it could not pass Apple certification, all parties in the industry chain predicted that it would be certified in the first half of 2021 at the earliest. Unexpectedly, BOE caught up with the last train of 2020 and passed Apple certification in December. , Began to supply iPhone screen panels.
According to the analysis of the chief analyst of Luotu Technology's mobile phone industry chain, with the addition of BOE, Apple's iPhone flexible AMOLED panel supplier has been saturated, and Apple will no longer continue to look for new suppliers.
In addition, it is reported that the Chongqing B12 production line, as BOE's third flexible OLED factory, will be put into mass production in the second half of next year. By then, BOE's flexible OLED production capacity will be greatly increased, with a monthly output of 144,000 pieces. The vice president of BOE has said that the global flexible OLED market is expected to reach 49.7 billion US dollars in 2024, and BOE hopes to account for 40%.
South Korean media reported that Samsung will still take over half of Apple’s approximately 180 million OLED mobile phones next year, supplying approximately 130-140 million OLED mobile phone panels to Apple, and LGD and BOE will share the rest. LGD hopes to win About 40 million OLED orders have doubled this year, and BOE is expected to take over the remaining 10 million OLED orders.
The market is generally expected that Apple next year’s iPhone 13 will continue the design of this year’s iPhone 12, fully adopting OLED panels, and launching four models, two of which will use LTPO (low temperature polycrystalline oxide) screens, which is expected to further enhance the battery life and display Resolution, and currently Samsung and LGD have the ability to produce LTPO.BOE has repeatedly reported the supply of OLED panels for Apple’s iPhone, but it has always been blocked by the yield rate. Korean media believe that BOE will reapply in the first half of next year.
Yecheng was originally a BOE touch module supplier, and Yecheng does not comment on market rumors. However, Yecheng recently revealed that there will be three major kinetic energy expected next year, namely laptops, tablets and other IT demand, MiniLED laptops, OLED high-end models of ultrasonic screen fingerprint penetration rate increase, also let the market more imagination next year.
After Apple’s full adoption of OLED panels for iPhone 12 this year, Taiwan’s touch module factory and Chenhong’s TPK-KY (3673-TW) mobile phone business have fallen sharply. Although supported by strong demand for laptops and tablets, they are The operation of Shuangxiong is still lower than the same period last year. However, as BOE returns to the Apple Chain next year, the industry is expected to benefit simultaneously. Chen Hong will also be able to support its operations under the fermentation of nano silver (SNW) applications.
Both Yecheng and Chenhong are optimistic that next year's momentum will come from tablets and laptops. They have production line investment plans to meet customer needs. Yecheng plans to expand the production line of flat panel touch modules in Chengdu. It is expected to be completed and put into production in the first half of next year. Chenhong plans to expand The liquid crystal panel module (LCM) production line will increase its production capacity in the first quarter of next year by four times compared with this year, and will gradually contribute to revenue.
