The Korea Times reported that Apple is planning to increase production of its new iPhone and iPad models and needs to purchase more small and medium-sized OLED panels. News, public opinion on Samsung, LGD, BOE supply situation again triggered hot discussion.
According to supply chain sources, LGD began to restart its E6-3 production line at its E6 plant in Paju, South Korea, in the third quarter to meet Apple's flexible OLED supply demand; Recently, boe will expand the production of flexible OLED module line in Mianyang, Sichuan province. According to industry insiders, the expanded production capacity is expected to provide apple with more than 60 million flexible phone screens.
In 2021, Apple expects to buy 172 million flexible OLED panels from Samsung Display, Lg Display and BOE, according to a new forecast from global market research firm Omdia. These include:
IPhone 12 Flexible OLED Display: 66 million pieces (5.4, 6.1 and 6.7 inches)
IPhone 13 Flexible OLED Display: 106 million pieces (5.4, 6.1 and 6.7 inches)
According to Apple's latest plans, that number is up slightly from its initial forecast of 169 million tablets.
In fact, since last year's iPhone 12 series, apple's comprehensive change of flexible OLED panel, the panel on the purchase of the apple by adding more suppliers to ensure the supply of product is reasonable strategy, released in apple 2021 global suppliers list, in addition to samsung, LGD, boe has also become the apple suppliers. In addition to continuing the supply of iPhone 12 series, boe has purchased apple's dedicated devices worth hundreds of millions of dollars and continues to supply flexible OLED displays for iPhone 13 series, according to third-party sources. Boe is expected to supply the LTPO version of Apple's iPhone in the future as well as enter the supply chain of OLED iPad series.
As we all know, Apple has been very strict in selecting suppliers. The fact that top manufacturers like Apple choose Chinese flexible screen suppliers also shows that Chinese panel companies have been leading the world in the global display field. According to Business Korea, China ranked first with 40 percent of display sales in the first quarter of this year, followed by South Korea with 33 percent. Foresee not hard, future our country is in the strength that shows a field and position will get further consolidate, consumer is looking forward to "13 sweet" while, also can look forward to China to show strength to make famous world confidently greatly.
