According to the latest report, the difficulty of the shortage of driver ICs in the production of iPhone panels by BOE. This problem may be completely solved next month.
Moreover, BOE will also supply 30 million OLED screens to Apple this year, which is a doubling of the supply of 15 million last year. Although it is a little far from the set target of 40 million yuan, it has made a lot of progress compared to last year’s 15 million to 20 million yuan. It is reported that the iPhone 14 is also in the scope of supply this year.
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In addition to BOE, LG and Samsung are also screen suppliers for the iPhone 14 series. The industry chain has previously revealed that the iPhone 14 Pro and 14 Pro Max are exclusively supplied by Samsung.
Previously, market research agency Omdia predicted that BOE’s OLED market share will exceed 10% for the first time in 2022. According to Omdia’s forecast, Samsung Display’s OLED market share will fall to 65% in 2022, while BOE’s market share will exceed 10% for the first time.
In 2020, Samsung Display’s market share in small and medium-sized OLEDs is 73.1%, with LG Display and BOE ranking second and third with 12.3% and 8.7%, respectively.
