A recent supply chain report from Korea reveals that Chinese BOE will establish a new display module factory in Vietnam, in response to Apple’s growing demand for small and medium-sized OLED and LCD displays. This news comes after Reuters initially reported on BOE’s plans for a factory in northern Vietnam earlier this year. Here are the details…

Apple Supplier BOE to Open New OLED Display Plant in Northern Vietnam by 2025

The display module factory in Bac Ninh will focus on the production of various small and medium-sized display modules, such as organic light-emitting diodes (OLEDs) and liquid crystal displays (LCDs). These modules will be supplied primarily to Apple, with the factory expected to be fully operational by 2025.

The module process, which involves combining individual parts to create a functional panel, is a key part of the display manufacturing process. Once the module process is completed on a panel half-finished product, a display module that can be combined with the finished product is created.

BOE’s decision to establish a display module factory in Bac Ninh is reportedly at the request of Apple. This move will facilitate Apple’s panel supplier factory audits, as the tech giant will no longer need to visit both Vietnam and China to verify the iPhone OLED post-processing module line. Moreover, suppliers of inspection equipment required for post-processing will be able to respond more quickly if BOE builds its factory in Bac Ninh.

In the short term, BOE will primarily supply OLED displays for the iPhone SE4, which is anticipated to implement OLED technology for the first time next year. The 6.1-inch OLED display for the iPhone SE4 is projected to be offered at a competitive price of around $40, providing BOE with an opportunity to increase panel production.

The establishment of BOE’s new factory in Bac Ninh will not only streamline Apple’s panel supplier factory audits but also strengthen the supply chain for Apple’s small and medium-sized display products. As a result, both companies stand to benefit from this collaboration, which will likely contribute to the growth and advancement of display technology in the years to come.

By expanding its presence in northern Vietnam, BOE will further solidify its position as a key supplier for Apple, while simultaneously boosting the region’s economy and technological capabilities. As the factory is set to begin operations in 2025, it marks a significant milestone in the ongoing partnership between BOE and Apple, as they continue to innovate and develop cutting-edge display technologies for consumers worldwide.

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