UPDATED. 2024-03-28 05:14 (목)
BOE facing troubling in iPhone OLED production from chip shortage
BOE facing troubling in iPhone OLED production from chip shortage
  • Gijong Lee
  • 승인 2022.02.18 09:39
  • 댓글 0
이 기사를 공유합니다

Chinese firm likely to fail to meet shipment target
Image: Apple
Image: Apple

Chinese display giant BOE is facing production problems in OLED panels for iPhones due to the ongoing global chip shortage, TheElec has learned.

The shortage will affect production this month and next month, sources said.

BOE procures display driver ICs for the panels from South Korean chip firm LX Semicon.

But LX Semicon’s production volume is falling short of the planned amount, sources said.

The South Korean firm, due to the lack of production capacity from foundries, is supplying its display driver ICs first to LG Display, its other customer besides BOE, they said.

The Chinese display giant is expected to lower the OLED panel unit production volume up to next month by around 2 million units ts to 3 million units from the issue.

Apple is expected to have ordered up to 10 million units of OLED panels for iPhones to BOE for the first half of 2022.

The Chinese display giant internally had aimed to ship over 40 million units of OLED panels for iPhones this year, another group of people familiar with the matter said.

It is unlikely that they will meet this target now and its ultimate shipment numbers will more close to 30 million units by the end of the year.

Still, BOE is expected to widen its share in Apple’s OLED panel supply chain as it will be supplying 6.06-inch low-temperature polycrystalline silicon (LTPS) thin-film transistor (TFT) OLED panels for the upcoming iPhone 14 series.

Samsung Display is the dominant player in the supply chain, supplying over 60% of the OLED panels used by Cupertino for its smartphones. LG Display is the second-largest supplier.


댓글삭제
삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
댓글쓰기
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr
ND소프트