It is an open secret that LG has not just found the key to meet the quality needs of OLED displays that Apple uses in the iPhone range, forcing the Cupertino-based company to practically rely on Samsung, to a lesser extent on LG and BOE.
Apple has been working with the BOE company for several years to reduce Samsung-dependency, at least within the OLED panels and thus be able to diversify the suppliers that currently manufacture this component for the iPhone range. As stated by The Elect, BOE has put the batteries.
From this medium they affirm that BOE is converting 3 of its factories into facilities capable of make OLED panels for Apple. Until now, BOE was the third manufacturer of OLED screens for the iPhone range, it is an amount even lower than that offered by LG, representing 10% of all screens in the iPhone range in 2021.
Thanks to this expansion, by 2023, BOE will be able to increase its production of OLED screens for the iPhone range, becoming the second supplier of displays of this type.
By 2023, BOE will have sufficient capacity to manufacture 144.000 screens per month, compared to the 96.000 it currently manufactures. Samsung's current production is 140.000 screens per month, which in theory would make BOE the first producer, however, Samsung is working in improving its facilities to expand its production capacity.
The problem for LG is twofold, since Apple is the only OLED display customer that manufactures, since both Samsung and BOE manufacture their screens for the majority of smartphone manufacturers on the market.
If this expansion is finally confirmed, the Korean company would most likely be forced to close this division, which would join the failed experience in the world of telephony that confirmed the closure at the beginning of the year.