BOE recently become the global leader of the TV LCD panel and now the company has shifted its focus to OLED panels.
According to the Korean media reports, BOE’s OLED screen will give a strong competition to Samsung in the next 2 years. BOE may start shipping the OLED panels to Apple in 2020. According to the South Korean analysts, BOE will ship 45 million OLED panels for the iPhone in 2021.
Samsung will still keep the bulk of iPhone orders, but the orders have dropped last year. Samsung has been the biggest OLED display supplier to Apple’s iPhone in 2017.
After going with BOE, Samsung’s grip over Apple would be reduced as Apple diverts more OLED display orders to BOE and LG display.
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BOE is also one of the major screen suppliers to Huawei, China’s largest smartphone brand. It has experienced strong growth in recent years mainly due to the popularity of Huawei smartphones.
In a separate report, Apple’s upcoming iPhone 12 series next year will use A14 chipsets, which is based on TSMC’s 5nm process, and it will begin trial production early next year and will start the mass production by the second quarter of 2020.