It is reported that Apple plans to review the iPhone 14 OLED screen panel sent by BOE this week. If it passes smoothly, BOE is expected to return to the iPhone screen supply chain list.
To be honest, there are almost every year rumors of "BOE for iPhone screens", but until the first half of this year, it was confirmed that BOE will provide part of the screen panel supply for Apple's iPhone 13. To this end, it is said that BOE has also prepared a special production line for Apple.
The results were not long-lived. In February, Apple suspended BOE's screen production supply because the latter changed the circuit width of the thin-film transistor TFT on the iPhone13 supply screen without permission, which would make the screen thicker and easier to manufacture. The purpose of BOE is obviously to ensure production capacity, but it has angered Apple and triggered a shutdown storm.
In an effort to make up for this misfortune, BOE previously sent a team to Apple's headquarters to explain and request to continue to receive screen orders for the iPhone 14. From the current latest situation, it seems to have been forgiven by Apple.
At present, BOE has resumed the supply of screen panels for the iPhone 13. But in view of this incident, even if the follow-up through the apple iPhone 14 OLED screen review, may also supply up to 5 million pieces of iPhone 14 screen panel, nearly 6 times less than the previous 30 million pieces, BOE can also be regarded as its own reckless to pay a very painful price.
For its part, Apple has been unhappy with the screen monopoly positions of the two Korean giants, LGD and Samsung Display. Inside the current iPhone, the screen panel has long become the most expensive core component, surpassing the Soc chip, but the latter Apple has its own research, and the screen must rely on Samsung and LG, so in order to get rid of this situation, Apple is constantly looking for third-party suppliers.
After experiencing the failure of the support of Japanese screen manufacturers, the rapid progress of domestic screen manufacturers in recent years has gradually received the attention of Apple. If BOE can enter the iPhone supplier list for a long time, in addition to directly obtaining a large number of orders and revenues, it can quickly enhance its position in the industry, whether it is for it or for the entire domestic screen has a very high reputation bonus, because this means that the domestic screen has finally won the high-end recognition of Apple's iPhone.
However, back to reality, it is undeniable that domestic screens still have a huge gap with Samsung LG and the like. Because even if BOE works so hard, it has only found a breakthrough in Apple's standard version, and the supply of iPhone 14 Pro and Pro Max flagship screens is still divided by Samsung and LG, of which Samsung occupies the majority, and LG completes.
Therefore, I hope that in the future, domestic screens can continue to maintain progress and reach the international top level as soon as possible.