BOE Must Have A Place In Apple's Supply Chain In The Future
By BOE LCD supplierSeptember 11th, 2020179 views
Apple has been trying to build a diversified OLED panel supply chain for iPhone, and in addition to the existing Samsung and LG, it was also expected to include another panel supplier for the new iPhone in 2020. Because the OLED panels of BOE are used by Huawei, Xiaomi, OPPO and other mobile phone brands, there is a good chance of being selected, but the pneumonia epidemic disrupted the production plans of most smart phone brands, so Apple finally chose a conservative measure, that is, to maintain Samsung and LGD to supply OLED panels for the new iPhone phone for the time being.
Market participants said that the increasingly fierce trade dispute between China and the United States, Apple began to adopt a two-location strategy, that is, iPhone, for selling the Chinese market is supplied by the Chinese supply chain, while iPhone, sold in other regions is supplied by suppliers from other regions to reduce risk. The most obvious example is Apple's support of Lixun OEM to reduce its dependence on Hon Hai. With this trend, it is only a matter of time before BOE enters Apple's supply chain.
