BOE is one of the leading display panel manufacturers and the company has been trying to increase its shipments to Apple for the iPhones. But it appears that the company is facing issues to reach the target.
As per the report coming from The Elec, BOE is facing issues for producing OLED panels used in the iPhones because of the ongoing global chip shortage. It further adds that the products will be impacted this month and the next month.
LG Semicon, which is providing display driver ICs to BOE for the Apple iPhone screens are falling short of the target goal and because of the lack of production capacity from foundries, the company is supplying the display driver ICs to LG Display before BOE.
This means that BOE will be decreasing the OLED panel production capacity from three million units to two million units next month. Apple has reportedly ordered up to 10 million OLED panel units from BOE for the first half of 2022.
At this time, it is not known if the display production issues will impact the production or supply for the Apple iPhones but that seems to be quite unlikely given that Apple isn’t dependent on one supplier.
BOE is ramping up its production for flexible smartphone OLED panels and is converting three of its existing factories into OLED suppliers for Apple. With this move, the company is likely to overtake LG Display by 2023 and become the second-biggest supplier in the list of companies providing OLED panels for iPhones.
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