A few days ago, the media reported that Apple’s iPhone 1.5 billion has entered the stage of mass production, and it is preparing for the September conference. It is estimated that the stock will reach 80 million in the fourth quarter of this year. Chain sources pointed out that Chinese panel makers may lose orders from Apple.
It is reported that Apple's iPhone 15 has three major screen suppliers, namely Samsung, LGD and BOE. Samsung's technology meets Apple's requirements. In 2022, the iPhone 14 Pro adopts the smart island design, and the OLED screen is supplied by Samsung. Meet Apple's requirements.
This year's iPhone 15 will adopt the smart island design, which requires LGD and BOE to also provide hole-digging OLED screens. According to sources, LGD's OLED screens failed to meet the requirements at the beginning, but quickly improved the design under Apple's pressure. , Now the OLED screen provided by LGD has met Apple's requirements.
Chinese panel manufacturer BOE’s OLED panels have light leakage problems at the cutout of Smart Island. They have worked hard to improve at Apple’s request, but the technology is still slightly behind Apple’s requirements, which may cause Apple to go back on its word and distribute orders to Samsung and LGD.
However, such news may not be completely true. Last year, it was reported that BOE’s OLED panels failed to meet Apple’s requirements, causing Apple to significantly reduce orders for BOE. It shows that the outside rumors are wrong. This is because BOE's technological improvement speed is very fast, and it can quickly meet Apple's technical requirements in the later stage.
Apple's orders are extremely important to suppliers. The previous OFILM performance showed that after losing Apple's orders, it led to a sharp drop in performance, with revenue falling by 40% and net profit plummeting by 90%. Ultra-domestic mobile phones, OFILM fell into a trough after losing orders from Apple.
BOE will become a supplier of Apple in 2021. It is said that it will supply tens of millions of OLED screens for Apple in 2021, which will promote BOE to achieve the highest profit in history in 2021, highlighting that Apple can indeed give suppliers This is why BOE has been seeking to become an Apple supplier since it mass-produced OLED panels in 2017.
Apple has extremely high technical requirements for suppliers. Being able to become an Apple supplier means that the company's technical level is already quite high, so it will attract more mobile phone companies to place orders with BOE. This is why many industry chain companies strive to become Apple's Important reasons for suppliers.
However, CCTV once warned that it is not a good thing to rely too much on Apple's orders, because Apple has always been constantly adjusting suppliers, and suppliers have to invest heavily in new technologies. If they do not innovate, they are easily kicked out of the supply chain by Apple; If the new technology does not meet Apple's requirements, it will be abandoned by Apple, and the huge investment will be in vain. This is a huge risk of becoming an Apple supplier. Therefore, CCTV suggests that supply chain companies should establish their own core technology advantages and let Apple And other companies are asking for supply chain companies, rather than supply chain companies asking for Apple to adopt.
It can be said that this rumor is undoubtedly another important warning for domestic supply chain companies. Supplying accessories for Apple can certainly bring huge profits, but Apple is always asking suppliers to provide new technologies. The risk is only borne by the supplier, and Apple will only adopt it when it is sure that the technology is mature enough. Supply chain companies should remain vigilant when cooperating with Apple.