In last August Patently Apple posted a report that "The Ongoing Rumor of China's BOE Technology entering Apple's Supply Chain for Future OLED Displays for iPhones Continues." Today a new supply chain states that China-based flat panel maker BOE Technology has been shifting its focus to the development OLED panels and is likely to wage a "Game of Chicken" in the race for capacity against Samsung Display in 2020-2021, according to a Korea-based Money Today financial report.
Digitimes covering Money Today's report states that "Most panel suppliers are eyeing OLED panel orders to be released by Apple in 2020, said the report, noting that the US-based vendor is expected to launch three OLED-based iPhone devices in 2020, with total shipments of these devices likely to surpass 200 million units.
Industry observers in Korea believe that the share of OLED panels supplied by BOE to Apple will increase significantly from 2020 as long as the yield rate at the Chinese panel maker continue to improve, said the report.
In 2021, BOE is expected to ship 45 million OLED handset panels to Apple, followed by LG Display with 26 million units, while Samsung Display will see its shipments decline to 150 million units from 230 million units in 2019, said the report, citing data from Display Supply Chain Consultants (DSCC)" that have provided analysis and consulting for leading companies like Corning, DisplaySearch, HIS Markit, Forrester Research, Samsung, NPD Group, DisplayBank and many others.
BOE is currently a major supplier of OLED displays for Huawei.