BOE’s production of OLED screens for iPhone 13 has been halted since February according to a new report. According to the Korean outlet L-Eletthe circuit width design was changed without prior permission and Apple ordered its partner to stop production.
The decline in OLED panel manufacturing at BOE began with a shortage of display driver ICs, which BOE obtains from LX Semicon, a South Korean semiconductor company that also supplies LG Displays. However, the most significant reason is that the Chinese manufacturer unilaterally modified the thin film transistor, which would affect the internal architecture of the phone.
The report also added that this issue would not be a problem for the partnership between the two companies. L-Elet assumes Apple wants to keep its OLED suppliers diversified in order to reduce its reliance on Samsung and LG and have a better bargaining position. Expectations are BOE for production of screens for the upcoming iPhone 14, as its B11 factory in Sichuan is still in operation despite the lower production rate.
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