BOE OLED panel officially 舊樂passed Apple iPhone 14 c哥請ertification

According to the upstream and d問高ownstream information 紙我of the industry chain, last week做章, Chinese panel maker BOE's討行 AMOLED panel has passed服微 Apple's iPhone 14 certifi民月cation.

Last Thursday, BOE rec高不eived a notice from Apple about the ce著服rtification of iPhone 14 AMOLED場劇 panels, which will be put into ma林校ss production earlier in Ju什市ly and start shipping in volume in Sept路知ember. This certific刀術ation pass is earlier than the previ很好ous iPhone 12 and 13 series date你站s in that year.

BOE had shipped 6.1-inch panels for 睡喝iPhone 12 in December 202術短0 and iPhone 13 in October 2021. Ju友快dging from the past shippi喝樹ng history, it is expected th體吧at in the year of certifi們森cation, that is, 2022, the iPhone 14 d服弟irection of AMOLED panels shipped at花女 least 5 million pieces.

Apple may be released o她討n September 13 iPhone現是 14 series will have four model紅農s, namely iPhone 14, 1他白4 Max (also may be Plus),懂門 14 Pro and 14 Max Pro. Among th我商em, BOE will supply the 她計iPhone 14 standard model of 紙懂6.1-inch LTPSOLED panel. Appl物小e iPhone 14 AMOLED panel infor土習mation

Information source: RUNTO (RUNTO鐵高) collated

In 2022, Apple will purchase a農志 total of about 90 million+草煙 flexible AMOLED panels for iPho制新ne 14, with Samsung Display (SDC)跳舞 supplying 60 million, LGD sup熱新plying 25 million, and BOE suppl熱能ying more than 5 millio服工n, according to industry 朋可estimates.

Due to the uncertainty這朋 of the global economy, 月會Apple may be reducing the product呢黃ion plan of iPhone. 2022, together with訊相 the old iPhone 12 a鐵要nd 13 models already 師店on the market, Apple wi訊爸ll purchase about 210 million fle用雨xible AMOLED panels from Samsung可一 Display, LGD and BOE,暗什 the volume structure of 自請the three suppliers is about費又 65 : 24 : 11.

According to RUNTO data, in 2021, BO員白E shipped more than 16 million 國讀OLED cell phone panels to Ap子去ple, and the share of OLED i謝坐Phone in Apple has reached about 1人山0%. 2022, due to the supp女愛ly shortage of display driver唱視 chips, BOE's shipments to i內亮Phone 13 were affected. In the 南睡first half of the year, BOE shippe要公d about 9.5 million AMOLED panel內知s to Apple, a 66% year-over-year incre麗關ase despite lower than 亮西expected. According to the current s技雜upply pattern forecast,校場 for the whole year, B玩不OE's AMOLED panel shipments to Ap和北ple will increase by about 4睡煙0%.

In addition, Chinese AM看區OLED panel makers Hu土們axing Optoelectronics (CSOT) and V電靜isionox (Visionox) are also actively化草 sending samples to Apple.

The next target is LTPO OLED product開雜 development

Globally, consumer electronics are 家微under increasing inflatio拍土nary pressure and overall purcha區下sing demand continues to be飛日 sluggish, but consumers who are les校要s price sensitive are still willing t員商o choose to buy higher-關們end iPhone models.

Therefore, BOE aims to co場線mplete the development of Appl少舞e-oriented LTPO OLED pr朋影oducts by 2022.

The LTPO OLED panel for iPhone 13在舊 was exclusively supplied by Sam道綠sung Display, and Samsung will con書飛tinue to maintain its technologi這煙cal and production advantages in 2022.農對 But Apple wants to reduce its d麗長ependence on Samsung and does not 女內want the proportion to inc身放rease further instead.

In this year's iPhone 著答14 series, Samsung Display will suppl師我y 6.1-inch and 6.7-inch LTPO produc我輛ts. According to the plan, LGD wil很亮l also supply 6.7-inch LTPO pa做綠nel, which will be the first time分場 LGD to Apple batch supply LTPO backp到一lane AMOLED flexible還話 panel. According to the industry c家用hain upstream and downstream infor匠歌mation, LGD's LTPO OLE黃飛D panel certification pro裡那gress has been delayed; and Samsung 拍朋display capacity is also li聽錯mited.

Last year, BOE OLED panel shipment友這s exceeded 60 million照新 pieces, an increase of 65% Accordi見時ng to RUNTO data, in 2021, BO從我E flexible OLED panel shi討鄉pments exceeded 60 mil火醫lion pieces, an incr冷關ease of more than 65% year-資喝on-year. Among them, OLE錢著D panels for smartphones shipped abou事木t 55 million pieces.

At the end of last year, BOE has下家 achieved OLED panel老話 import for almost all mainstrea著嗎m cell phone brands in the world, inc銀吧luding Apple, Samsung, H道子uawei, Oppo, Vivo, and Gl笑來ory.

On July 4, Huawei held a new confer舞務ence and released its nova樂司10 Pro flagship produ司多ct. Its use of BOE 6.78-inch rin議村g screen flexible OLED pan東廠el, can be adapted to mult資快i-frequency refresh rate 可區mode, the highest com雜民patible with 120Hz variable speed 金人high brush, while with 300Hz touch s動線creen sampling rate. I東微n this panel, BOE re好鐵duces the harm of blue ligh得遠t by relocating the peak position 民商of harmful blue light in the OLED s區人pectrum, thus realizing the advantage o費議f flexible OLED panels fo離愛r healthy eye protection.