It was reported earlier that due to manufacturing problems, BOE has no chance to become the first OLED screen supplier for 5g iPhones.DIGITIMES pointed out that Apple had planned to release four OLED iPhones this fall, namely 5.4 inches, 6.1 inches (two models), and 6.7 inches.Unfortunately, BOE failed to pass the quality inspection of apple.
The 5.4-inch model and one of the 6.1-inch models is considered to be the replacementiPhone11. Another 6.1-inch and 6.7-inch models are the successor to the iPhone 11 "pro" series.
After solving the quality problems, BOE is expected to supply OLED panels to apple in the fourth quarter of 2020. During this period, LG display plans to increase its capacity from 18-23 million to 23-25 million.
Samsung display expects to supply 18-20 million OLED screens for the 5.4-inch iPhone and 16-18 million / 22-24 million OLED screens for high-end 6.1 / 6.7-inch models.
Even if BOE suffers a setback, the release date of the 2020 new iPhone will not be greatly affected, as apple can rely on Samsung and LG display companies to fill the gap.
However, other factors may delay the launch of this year's iPhone product line to some extent, with rumors that some models will be available in September, and others will come in October.
It is reported that BOE will start mass production of flexible OLED panels in 2019, but the yield rate is only about 20%, which may be one of the main reasons for Apple's concern.
According to the source, JD is trying to improve the yield by combining the front-end process of B7 factory and the back-end process of B11 production line. Sichuan B7 factory has started mass production in 2017, and the subsequent yield has been increased to about 70-80%.
If all goes well, BOE is still expected to deliver about 2 million OLED panels to Apple by the end of 2020.