Apple purchases OLED screens for its smartphones from several suppliers. Samsung Display is expected to produce 110 million OLED panels for Apple in 2021, LG 50 million, BOE 9 million. Samsung Display is getting the majority of Apple’s orders due to the fact that Apple is using higher-end displays in its iPhones this year that support 120Hz refresh rates. They are manufactured using LTPO technology.
BOE plans to launch new OLED panel production lines in October, the source said. The second and third stages will be launched in March and October 2022, respectively. The two new factories are designed for both LTPS and LTPO production.
Now the world leader in OLED panels is Samsung Display, which has two lines designed for Gen 6 substrates.
The new manufacturing capacity is expected to bring BOE to par with Samsung Display, which produces 140,000 substrates per month, and outstrips LG, which has 45,000 substrates per month.
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