BOE is one of the manufacturers responsible for supplying OLED panels for the 6.1-inch iPhone 13 model. But since February, the company has not produced iPhone OLED panels for Apple. That’s why.
According to The Elec report, there are two reasons. First, there is a shortage of integrated circuits for display drives. LX Semicon supplies BOE, which supplies more LG Display, people familiar with the matter said.
In April, I already pointed out this problem. Apple hoped Chinese display maker BOE could produce up to 40 million iPhone displays in 2022, but a shortage of display driver chips has cut the target to 30 million.
Also, the most likely reason why BOE didn’t make any other OLED panels for the 6.1-inch iPhone 13 is that “the panel manufacturer probably changed the design of the OLED panels, such as increasing the circuit width of the thin film panel . The sources added that this was discovered by Apple.”
While this caused the iPhone OLED maker to halt production, it is unlikely that Apple will drop BOE from its panel supply chain.
It’s more beneficial for Apple to keep BOE as a supplier to put pressure on Samsung Display and LG Display to cut prices on their OLED panels.
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The sources said that despite the drop in production, the BOE B11 plant, which produces OLED panels for the iPhone, is still operating in Sichuan.
It’s also unclear how this BOE-caused issue will affect its goal of producing OLED panels for the iPhone 15 Pro, as Samsung is considered the sole supplier of panels for the iPhone 14 Pro. It is important to note that BOE has shipped 15 million to 16 million units of OLED panels for the iPhone in 2021, while it planned to ship up to 60 million units this year, which is not going to happen.
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