Logically, it should be the time for iPhone 13 component manufacturers to rush to ship. However, according to the report from theelec, the output of iPhone OLED panels supplied by BOE to Apple has fallen sharply since February, almost to zero. On the one hand, the reason has been mentioned before, that is, the driver IC is out of stock, and the supplier LX semiconductor of South Korea gives priority to the order of brother company LG display.
On the other hand, the report analysis is more likely to be JD We adjusted OLED The design of the panel, such as expanding the circuit width of thin film transistors, was Apple After discovery, simply stop it. It is said that Apple may have stated the problem to BOE, which should solve it as soon as possible**
However, the report believes that as a containment supplier Samsung With the effective existence of LG, Apple will not kick BOE out of [iPhone] for the bargaining power of subsequent panels( https://apple.pvxt.net/c/1251234/435400/7639?u=https%3A%2F%2Fwww.apple.com%2Fcn%2Fiphone%2F ) Supply chain.
In addition, the Sichuan B11 factory where BOE produces iPhone screens is still in operation.
It was previously reported that BOE is expected to supply more than 20 million OLED panels to apple this year and will enter the iPhone 14 industry chain.
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