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A supply chain rumor claims that BOE, Samsung and LG are in a race for Future iPad orders using OLED panels

1 - OLED-IPAD

 

It's being reported today that BOE has recently converted the layout of parts of its B12 OLED panel factory so that it can manufacture OLED panels for IT products including iPads.

 

The phase 3 production line at B12 in Chongqing, China will be able to manufacture OLED panels for smartphones, IT and automobiles.

 

The change of plan hints that BOE is likely aiming to supply OLED panels for Apple’s IT products, from tablets to PCs.

 

The Chinese display giant has designed phase 3 of B12 so that it can manufacture OLED panels up to 15-inch in size, sources said.

 

Phase 3 will also be able to apply two stack tandem structure, where an OLED panel has two emission layers, they said. Most smartphone OLED panels has a single stack structure.

 

Rivals Samsung Display and LG Display are also developing Gen 8.5 (2200x2500mm) IT OLED panel technology, as making larger panels on larger substrates is more cost-effective.

 

BOE will likely join in on this race, so the Gen 6 phase 3 line at B12 could just be a pilot in preparation for this. For more on this, read the full report by The Elec.

 

More background: In August Patently Apple posted a report titled "Apple Supplier LG submitted a Regulatory Filing today outlining a US$2.8 Billion investment for a new OLED Display Plant for Apple Devices," followed by an October report titled "After the OLED display Project with Samsung for iPads was cancelled, LG is now developing the OLED panel that Apple originally demanded.

 

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