iphone with lcd display supplier

The problems faced by tertiary Apple display supplier BOE appear to have gone from bad to worse, according to a new report. The company is now in danger of losing all orders for the iPhone 14.

Too many of the company’s displays were failing to pass quality control checks, and BOE reportedly tried to solve this by quietly changing the specs – without telling Apple …

Chinese display manufacturer BOE was only ever third-placed in Apple’s supply chain, behind Samsung and LG, but was still hoping to make as many as 40M OLED screens this year for a range of iPhone models.

BOE hit two problems, however, which put this number in doubt. First, it was struggling to buy enough display driver chips. As we noted previously, these are one of the worst-hit components in the global chip shortage.

The biggest issue is not with CPUs and GPUs, but far more mundane chips like display drivers and power management systems. These relatively low-tech chips are used in a huge number of devices, including Apple ones.

Yield rates are always a challenge for Apple suppliers, as the company’s specs are often tighter than those set by other smartphone makers. Even Samsung Display, which has the most-advanced OLED manufacturing capabilities, has at times had yield rates as low as 60% for iPhone displays.

The company was caught having changed the circuit width of the thin film transistors on the OLED panels it made for iPhone 13 earlier this year, people familiar with the matter said.

The Chinese display panel sent a C-level executive and employees to Apple’s headquarters following the incident to explain why they changed the circuit width of the transistors.

They also asked the iPhone maker to approve the production of OLED panels for iPhone 14, but didn’t receive a clear response from Apple, they also said.

Cupertino seems poised to give the order for around 30 million OLED panels it intended to give BOE before the incident to Samsung Display and LG Display instead.

Chinese display manufacturer Beijing Oriental Electronics (BOE) could lose out on 30 million display orders for the upcoming iPhone 14 after it reportedly altered the design of the iPhone 13’s display to increase yield rate, or the production of non-defective products, according to a report from The Elec (via 9to5Mac).

Apple tasked BOE with making iPhone 13 displays last October, a short-lived deal that ended earlier this month when Apple reportedly caught BOE changing the circuit width of the iPhone 13’s display’s thin-film transistors without Apple’s knowledge. (Did they really think Apple wouldn’t notice?).

This decision could continue to haunt BOE, however, as Apple may take the company off the job of making the OLED display for the iPhone 14 as well. According to The Elec, BOE sent an executive to Apple’s Cupertino headquarters to explain the incident and says it didn’t receive an order to make iPhone 14 displays. Apple is expected to announce the iPhone 14 at an event this fall, but The Elec says production for its display could start as soon as next month.

In place of BOE, The Elec expects Apple to split the 30 million display order between LG Display and Samsung Display, its two primary display providers. Samsung will likely produce the 6.1 and 6.7-inch displays for the upcoming iPhone 14 Pro, while LG is set to make the 6.7-inch display for the iPhone 14 Pro Max.

According to MacRumors, BOE previously only manufactured screens for refurbished iPhones. Apple later hired the company to supply OLED displays for the new iPhone 12 in 2020, but its first batch of panels failed to pass Apple’s rigorous quality control tests. Since the beginning of this year, BOE’s output has also been affected by a display driver chip shortage.

While Samsung will continue to supply approximately 80 per cent of iPhone displays, rumours claim that a little-known company called BOE looks set to become Apple’s second-largest OLED supplier. Not only is this a sign that Apple’s lowest-cost iPhone 12 model will likely make the leap from LCD to OLED this year, but it’s also a sign that Apple is looking to diversify which manufacturers it uses, and potentially looking to ready itself for a move into the display market itself.

You, like many of us when we first read the rumours, are probably wondering who the hell BOE is, and how it managed to score such a big deal despite its relatively unknown status. However, BOE is, in fact, the largest display manufacturer in China, supplying screens for smartphones, TVs and other electronic devices and home appliances.

The company, which was founded in Bejing in 1993 and acquired SK Hynix"s STN-LCD and OLED businesses back in 2001, is ranked second in the world when it comes to flexible OLED shipments, holding a market share of 11 per cent during the first quarter of this year. It, naturally, is still a long way behind market leader Samsung, which owned 81 per cent market share of the OLED market in the same quarter. Still, with a sizable chunk of the OLED market already under its belt, it perhaps won’t come as too much of a surprise – now, at least – that the firm already has some big-name allies.

BOE’s display technology is currently being utilised in Huawei"s most popular smartphone models, including the high-end P and Mate series, and it reportedly will manufacturer the palm-stretching screen set to appear on this year’s Huawei Mate 40.

BOE even provided the flexible OLED used in the foldable Huawei Mate X, which has proven way more reliable than Samsung’s flexible OLED efforts. Perhaps, then, it’s somewhat unsurprising that Samsung is reportedly considering using BOE screens for its future devices, likely at the expense of its own industry-dominating Samsung Display unit.

BOE’s surprising alliance with Apple isn’t the only time the two companies have worked together, either; the Chinese manufacturer already makes LCD screens for Apple"s older iPhones, and its tiny OLED panels are currently used in some Apple Watch models. It’s unclear how much BOE and Apple’s latest deal is worth, but it’s likely in the billions. According to online reports, Samsung’s deal with the iPhone maker is thought to be worth around $20 billion annually, so if BOE manages to secure 20 per cent of Apple’s display orders going forward, such a deal could be worth as much as $4bn.

Although BOE has managed to muscle its way into Apple’s exclusive list of OLED suppliers, and has invested heavily in facilities and equipment in order to meet the firm’s demands, the new partnership hasn’t got off to a flying start. According to reports, the company’s flexible OLED panels have not yet passed Apple’s final validation. This means, according to rumours, that BOE’s screens might not show up in the first batch of iPhone 12 models, and will instead start shipping on handsets at the beginning of 2021, with Apple instead set to re-increase its reliance on LG in the short term.

Scenarios like this, along with the fact that Apple is clearly looking to lessen its reliance on big-name display makers, makes us think that it won’t be long until the company ultimately stops relying on others altogether; after all, it’s no secret that Apple wants to control every aspect of its hardware development.

The display market could be Apple’s next target. Not only does the company already manufacturer screen technology in the form of its Pro Display XDR, but a recent Bloomberg report claims that Apple is “designing and producing its own device displays” and is making a “significant investment” in MicroLED panels. This technology utilises newer light-emitting compounds that make them brighter, thinner and less power-intense than the current OLED displays.

Apple’s efforts in MicroLED are reportedly in the “advanced stages”; the company has applied for more than 30 patents, and recent rumours suggest the firm is also considering investing over $330 million in a secretive MicroLED factory with the goal of bringing the technology to its future devices.

Economic Daily News, Apple will start using OLED screens from the Chinese supplier BOE in the late-2021 iPhone models, in addition to screens supplied by Samsung and LG.

BOE is the world’s largest manufacturer of LCD panels for TVs, but for some time now has also manufactured OLED screens for Huawei and other mobile phone manufacturers.

Samsung Display is once again dominating the panel shipment for iPhones, reported Ross Young from DSCC (Display Supply Chain Consultants). According to internal info, Apple procured 82% of panels from Samsung, 12% from the Korean company LG Display and the other 6% from the Chinese BOE.

The iPhone 14 Pro Max units will have only Samsung panels at the beginning, the report revealed. Apparently, LG is struggling to keep up with the demand and has “technical challenges”, and will begin providing screens as early as September.

The Chinese maker BOE is on the other end - it is capable of manufacturing in great volumes but Apple has limited the purchases to the iPhone 14 series, with no Pro in sight. Samsung’s share is similar to what it was in the iPhone 13 series when it provided 83% of all panels.

Detailed info from Young, shipments from display factories to assembling plants were 1.8 million in June, 5.35 million in July, over 10 million in August and over 16.5 million in September. This means Apple is preparing to have at least 34 million units for the first three months of iPhone 14 sales.

The Far Out event is happening in Cupertino on September 7 when we expect four phones - iPhone 14, iPhone 14 Max, iPhone 14 Pro, and iPhone 14 Pro Max. We are also going to see the new A16 chipset that will power only the Pro versions, as well as new smartwatches.

As CBN reports, after Sharp acquired the Hakusan factory of Japan Display Corporation (JDI) at the end of last month, yesterday Apple asked Sharp to increase the production of iPhone panels. So the Hakusan factory will restart within this year.

Chen Jun, chief analyst of Qunzhi Consulting, said today that Sharp will become the largest supplier of LCD (liquid crystal) screens for iPhones in the future and continue to increase its B2B business.

Apple’s latest iPhone 11 series currently uses LCD and OLED screens. The 5.8-inch iPhone 11 Pro and the 6.5-inch iPhone 11 Pro Max use OLED screens, while the 6.1-inch iPhone 11 use LCD panels.

As we have reported for many times, Apple’s next-generation iPhone 12 series will include four models. According to the current news, all four models in the series will use OLED screens.

Currently LGD, JDI and Sharp are the main LCD screen suppliers for Apple iPhones. However, LGD will supply OLED screens to Apple next year, thus exiting the list of LCD screen suppliers.

Prior to this, we also reported that the LCD screen required by Apple’s new SE series iPhone is currently exclusively supplied by its previous major LCD screen supplier, Japan Display Company (JDI). However, Sharp, which was acquired by Hon Hai Precision in 2016, subsequently also will supply LCD screens to Apple’s new iPhone SE.

Before the iPhone adopted the OLED screen, JDI was a major supplier of LCD panels for Apple smartphones. And Apple was also the main source of income for JDI. However, after Apple turned to OLED screens, JDI, which was not in time for transition, also fell into trouble. Apple has also rescued from multiple levels. In 2019, JDI still has 61% of revenue from Apple.

As reported by The Elec:BOE had manufactured only a meager amount of OLED panels for iPhones since February, TheElec has learned.The Chinese display panel maker had begun supplying OLED panels for the 6.1-inch model of the iPhone 13 series since last year.But since February, the company"s panel volume for the phone plummeted over the past four months, sources said.

According to the report, an initial dip in production was caused by a shortage of display driver ICs, however, the more pressing matter of a design change has seen Apple cut the manufacturer out of the chain, asking it to halt production.

The report says changes made to the design of the OLED panel used in the iPhone 13 were discovered by Apple. Apple"s advanced OLED display is one of the best iPhone features thanks to its extremely high level of detail and the 120Hz ProMotion display on the iPhone 13 Pro.

Apple"s iPhone 13 has proven popular with customers, with the company expected to unveil a new flagship in its usual September launch window later this year.

The problems faced by tertiary Apple display supplier BOE appear to have gone from bad to worse, according to a new report. The company is now in danger of losing all orders for the iPhone 14.

Too many of the company’s displays were failing to pass quality control checks, and BOE reportedly tried to solve this by quietly changing the specs – without telling Apple …

Chinese display manufacturer BOE was only ever third-placed in Apple’s supply chain, behind Samsung and LG, but was still hoping to make as many as 40M OLED screens this year for a range of iPhone models.

BOE hit two problems, however, which put this number in doubt. First, it was struggling to buy enough display driver chips. As we noted previously, these are one of the worst-hit components in the global chip shortage.

The biggest issue is not with CPUs and GPUs, but far more mundane chips like display drivers and power management systems. These relatively low-tech chips are used in a huge number of devices, including Apple ones.

Yield rates are always a challenge for Apple suppliers, as the company’s specs are often tighter than those set by other smartphone makers. Even Samsung Display, which has the most-advanced OLED manufacturing capabilities, has at times had yield rates as low as 60% for iPhone displays.

The company was caught having changed the circuit width of the thin film transistors on the OLED panels it made for iPhone 13 earlier this year, people familiar with the matter said.

The Chinese display panel sent a C-level executive and employees to Apple’s headquarters following the incident to explain why they changed the circuit width of the transistors.

They also asked the iPhone maker to approve the production of OLED panels for iPhone 14, but didn’t receive a clear response from Apple, they also said.

Cupertino seems poised to give the order for around 30 million OLED panels it intended to give BOE before the incident to Samsung Display and LG Display instead.

Apple confirmed BOE"s panels for the forthcoming iPhones on Thursday, and BOE intends to start mass producing them before the end of this month. The panels will be delivered in large quantities to Apple in September, the month when the Cupertino corporation typically introduces new iPhone models, as per GSM Arena.

After Apple learned that BOE had unilaterally changed some of the design elements of its iPhone 13 panels, BOE"s place in the supply chain for the iPhone 14 was questioned for a few weeks.

The Chinese display manufacturer was in trouble for a while, but it appears that the situation has changed today, and BOE will now supply Apple with its next goods.

As per insiders in the industry, Apple is expected to order 90 million display panels this year for the iPhone 14 family, of which 60 million will come from Samsung Display, 25 million from LG Display, and 5 million from BOE, as reported by GSM Arena.

For most customers, visiting a professional repair provider with certified technicians who use genuine Apple parts is the safest and most reliable way to get a repair. These providers include Apple and Apple Authorized Service Providers, and Independent Repair Providers, who have access to genuine Apple parts.* Repairs performed by untrained individuals using nongenuine parts might affect the safety of the device or functionality of the display. Apple displays are designed to fit precisely within the device. Additionally, repairs that don"t properly replace screws or cowlings might leave behind loose parts that could damage the battery, cause overheating, or result in injury.

Depending on your location, you can get your iPhone display replaced—in or out of warranty—by visiting an Apple Store or Apple Authorized Service Provider, or by shipping your iPhone to an Apple Repair Center. Genuine Apple parts are also available for out-of-warranty repairs from Independent Repair Providers or through Self Service Repair.*

The iPhone display is engineered together with iOS software for optimal performance and quality. A nongenuine display might cause compatibility or performance issues. For example, an issue might arise after an iOS software update that contains display updates.

* Independent Repair Providers have access to genuine Apple parts, tools, training, service guides, diagnostics, and resources. Repairs by Independent Repair Providers are not covered by Apple"s warranty or AppleCare plans, but might be covered by the provider"s own repair warranty. Self Service Repair provides access to genuine Apple parts, tools, and repair manuals so that customers experienced with the complexities of repairing electronic devices can perform their own out-of-warranty repair. Self Service Repair is currently available in certain countries or regions for specific iPhone models introduced in 2021 or later. To view repair manuals and order parts for eligible models, go to the Self Service Repair page.

As Apple has its contract manufacturers like Foxconn and Pegatron building the new 2022 iPhone 14 series that will be unveiled in under four weeks, there have been some issues. The company has had to deal with the chip shortage, a shortage of workers, and problems with the coating on the cameras of some units reportedly cracking. Now, you can add power rationing to the list since it is affecting production at display supplier BOE at its factory in Sichuan, a province in China.

Reuters reports that BOE says it will have to "make adjustments" and it expects that there will be "no major impact on its overall operating performance." BOE has four assembly lines turning out displays in its Sichuan factory. Two produce LCD screens while the other two churn out AMOLED displays. TF International"s reliable Apple analyst Ming-Chi Kuo points out that the company makes a small number of displays for the iPhone 13 series and older models.

BOE could also end up supplying Apple with some screens for the iPhone 14 series. If so, it means that Apple is desperate enough to find suppliers for its iPhone 14 screens that it dismissed BOE"s unilateral decision to widen the width of the thin film transistors (TFT) used on its OLED panels for the iPhone 13 models without informing Apple. For some reason, BOE was delusional enough to believe that Apple wouldn"t notice.

Apparently, BOE"s displays were failing quality-control tests and as a result, it decided to make things easier for it by widening the width of the transistors being used by the screens. Yes, BOE"s little cheat did manage to hike its yields, but it almost cost the company its hard-earned relationship with Apple when the latter figured out the scheme. Lucky for BOE, Apple did decide to give it another chance although as we said, the suits in Cupertino might have begun to feel the sweat beads of desperation first.

Apple is expected to introduce four new models next month. We should see the 6.1-inch iPhone 14, the 6.7-inch iPhone 14 Max, the 6.1-inch iPhone 14 Pro, and the 6.7-inch iPhone Pro Max. Apple is expected to use a better quality display on the Pro models than on the non-Pro models.

Besides the above example, we should see Apple differentiate the Pro and non-Pro models like never before. For example, the Pro models will be powered by the new 4nm A16 Bionic chip while the non-Pro models will be equipped with last year"s 5nm A15 Bionic. In addition, the Pro models will get the new "i cutouts" while the non-Pro models are stuck with the same old notch. And there is more. The premium iPhone 14 handsets will come with 6GB of faster LPDDR5 memory as opposed to the 6GB of slower LPDDR4X on the less-expensive models.

And there are also the usual differences in the camera department, and of course, the Pro models will have the ProMotion display that offers a variable refresh rate that redraws the display up to 120 times each second. And of course, you can expect a difference in pricing between the Pro and non-Pro iPhone 14 models.

Every iPhone LCD screen would go through 43 processes tests and elevate out 2nd first-class inspection to assure all the functions well according to our standards before logistics.

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