Chinese display manufacturer, BOE, has been doing quite well in the OLED flexible display market. Since Huawei’s patronage of this company a few years ago, the “game” has changed for BOE. The “big boys” in the flexible OLED display market remain Samsung and LG. If BOE hopes to play in the league of the top manufacturers, then it must up its work and it is doing just that. According to reports, BOE recently proposed an international standard for “Flexible Display Devices Part 2: Basic Ratings and Characteristics”.
The proposal has now been approved by IEC TC110 (International Electrotechnical Commission Electronic Display Technical Committee). BOE claims that after the release of the standard, it will fill the gap in international standards for flexible displays.
According to reports, this international standard will stipulate the basic ratings and characteristics of flexible display devices. This will include device type, structure, working mode, limit value, electro-optical characteristics, mechanical characteristics, etc. The formulation of this international standard will officially commence soon. Furthermore, relevant experts and scholars from South Korea, Japan, the United States, Germany, and other countries will jointly participate in the development of the standard.
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In addition to standard formulation, BOE has also achieved mass production of the first 6th generation flexible AMOLED production line in China. Since then, it has launched a variety of flexible folding products including internal and external folding displays.
BOE has been trying to get into Apple’s supply chain
BOE has been doing all it can to join Apple’s display supply chain. Considering that Huawei is no longer placing orders, BOE has to look for other customers. However, the Chinese manufacturer only managed to enter the iPhone 12 supply chain recently.
According to data from industry sources and Omdia Research, Samsung will keep its place as the number one supplier of OLED panels. The Korean firm will amass around 65.1% of total OLED orders. However, we may see LG Mobile and BOE increasing their shares as well. LG Display may bring in 29.6% of all panels while BOE will fill in 5.3% of orders. Apple is expected to source 169 million OLED panels in total for its new iPhones and 110 million of those will be supplied by Samsung which leaves 50 million for LG and 9 million for BOE.
For the upcoming iPhone 13, BOE has lost out again. Apple will have to stick with just Samsung and LG for the iPhone 13. However, it is possible that BOE will get some orders for replacement units.
