Japanese Apple intelligence website iPhone Mania quoted a report from Korean media ET News on the 15th that Chinese companies have recently begun to enter Apple's supply chain one after another. Among them, BOE and Lixun Precision's subsidiary Lijing Innovation are reported to have entered Apple's iPhone 12 series. Type of supply chain, and this may threaten the status of Korean companies.
ET News pointed out that BOE had been unable to meet the quality benchmarks required by Apple many times before and was unable to supply OLED panels to the iPhone 12 series. However, according to industry sources, Tokyo has passed the quality test at the end of December 2020 and will start Supply OLED panels for iPhone 12.
In addition, Lijing acquired Cowell E Holdings, the parent company of Cowell Electronics, the main supplier of Apple's front lens modules, thereby making Lijing the top supplier of Apple's front lens modules.
According to ET News, LGD and Samsung Display are currently sweeping 90% of the global OLED panel market with a market share. However, as BOE begins to supply OLED panels for the iPhone 12, the market share may change.
On October 2, 2020, Yoshio Tamura, the representative of Display Supply Chain Consultant (DSCC) in Asia of the Display Supply Chain Consultant Company, pointed out that BOE is expected to join the supply ranks in the OLED panel for iPhone.
Yoshio Tamura said that although it takes time to obtain Apple's certification, it is reported that BOE may start shipping the OLED panels required for the iPhone 12 series from October to December 2020.
Yoshio Tamura pointed out that even if BOE is too late to supply OLED panels for iPhone 12, it will start supplying OLED panels on the new machine in 2021. After that, OLED panels for iPhone will be supplied by Samsung Display, LGD and BOE.
And with the increase in BOE's supply and the improvement in LGD yield, Samsung Display's supply volume is expected to not increase significantly. However, because Samsung Display still has advantages in technology and yield, the estimated supply market share can still be maintained at a high level. Level, estimated to be 50%-60% in 2021 (up to 74% in 2020).
