According to the latest news, BOE is investing heavily in opening and improving an OLED module production line only for Apple products. This seems to be a necessary preparation for BOE to obtain orders from Apple and become a supplier of the new generation of iPhones.
Previous news from the industry chain stated that Apple plans to order OLED displays from China’s BOE in 2020, and this order will make BOE the second largest OLED display supplier for the iPhone.
Apple has been looking to diversify its manufacturer sources. Apple initially only used Samsung to produce OLED displays, but in order to avoid dependence on a single supplier and to reduce costs, Apple added LG as its supplier in 2018.
This may also be why Apple has been investing in ailing Japan Display, which was once a leading LCD manufacturer but has been slow to switch to OLED manufacturing.
It is reported that BOE has invested in new factories and equipment for OLED production lines and is expected to build 10 new production lines at the B11 OLED factory in Sichuan exclusively for Apple. Not only that, the factory will also provide the entire assembly from panels to modules. Wire.