Nov 29, 2017: China-based BOE is making all efforts to bag a contract from Apple. It is reported that BOE is developing large-scale production lines exclusively for Apple, and BOE’s executives have shared an exclusive business plan to Apple, in a bid to win a contract after Apple tests its displays. BOE wants to use its B11 line at Sichuan, and B12 line, as production lines exclusively for Apple, and informed Apple about its plan.
Some time back it was reported that Apple was in talks with China’s BOE, and was testing BOE’s active-matrix OLED screens, but yet o decide if it would like to the Chinese company to its list of OLED suppliers.
From B11 line, BOE will would produce 70% of flexible OLEDs and 30% of foldable panels. It plans to produce 50% of flexible OLE and 50% foldable panel from B12 line. BOE’s B7 line in Chengdu also produces flexible OLED. US Patent Office has published that Apple is filing for another foldable iPhone.
BOE plans to invest $7.04 billion (46.5 billion Yuan) into B11 plant. It has already started ordering major equipment for front-end processes since June 2017.
BOE’s recent activities are worrying its South Korean rivals like Samsung. Apple is currently receiving flexible OLEDs for iPhones from Samsung Display. To lessen its dependence on Samsung Display, Apple is exploring other suppliers as well. While LG Display is mostly its second choice, BOE is also emerging as a competitor. BOE has carried out R&D on in-foldable OLED and out-foldable OLED, and has introduced prototypes for both.