Because oled panels have always been high-cost products, few manufacturers are still afraid to use such panels in large numbers. The iPhone uses this panel to illustrate that the iPhone is indeed a powerful company. Today, the iPhone has no longer relied on South Korea's Samsung oled panel to share related technologies with three panel makers such as BOE, LG Display and JDI.
"Nihon Keizai Shimbun" quoted panel industry sources as saying that in order to reduce the dependence on Samsung OLED panels, Apple has already shared relevant technologies to three panel makers such as BOE, LG Display and JDI. BOE is expected to start production in 2019. Sichuan Mianyang Factory will supply the new iPhone for Apple in the future.
The newspaper quoted the source as saying that Apple and BOE are already in talks. Apple seems to be studying BOE's panel technology to determine the future procurement. It may start with a wearable device such as Apple Watch, and then the iPhone.
Previously, Japanese and South Korean media have reported that Apple has found LGD and JDI to negotiate OLED panel cooperation. The progress of LGD is the clearest. It may start to supply Apple's new iPhone in 2018, but it will not be heavy until 2019.
For the news that Apple came to the door to negotiate purchases, the former vice president of BOE, who is in charge of marketing, said: "The Mianyang plant is still under construction, and it will take more than a year to start mass production. At present, the company has no further information to announce."
IHS Markit estimates that the global shipment of OLED panels is expected to grow 53% to US$21.6 billion this year, and the OLED panel market for smartphones is expected to grow about three times in the next five years, in contrast to the LCD panel LCD market for mobile phones. Will decline by 14%.
"Nihon Keizai Shimbun" also reported that as the leader of China's panel industry, BOE, the B7 plant of the 6th generation panel in Chengdu is expected to start production this month and start shipping in October, which will be supplied to local Chinese mobile phone brands.
According to the report, BOE has invested RMB 93 billion to build the OLED panel factory in Mianyang. The overall planning goal is to start mass production this year. In 2019, it will produce foldable OLED panels. In 2021, it will produce OLED panels that can be rolled up.
The Nikkei reporter went to Chengdu to interview and found that the mobile phone lens of the factory visitors should be covered to avoid leakage of production secrets. The entire B7 factory has 3,000 to 4,000 employees.
BOE CEO Chen Yanshun said last year that he hopes to increase revenue from 68.8 billion yuan in 2016 to 160% to more than 180 billion yuan in 2020.
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