Rumors about Apple's purchase of BOE screens have been around for a long time. Previously, there were reports that the OLED samples produced in the BOE B11 factory failed to meet Apple's quality requirements and could not be supplied to the iPhone 12 series. However, this matter has been reversed recently. According to the "Science Innovation Board Daily" news, Apple has accepted BOE as its screen supplier to supply two models of the iPhone 12 series. If the news is true, it means Apple has recognized the quality of BOE's OLED screens.
In fact, BOE has long entered Apple's supply chain and has become the main supplier of display panels for products such as AppleWatch. It is understood that BOE invested 46.5 billion yuan in 2017 to build the B11 factory, which is located in Mianyang, Sichuan. In 2019, it successfully mass-produced the sixth generation of flexible OLED panels. In addition, BOE's B12 production line in Chongqing will also be launched in the second half of next year.
It is reported that the screen sizes supplied by BOE for the iPhone 12 series are 5.4 inches and 6. 1 inches, but BOE should not be the only supplier of these two iPhone screens, and the specific supply ratio is not yet clear. . With the release of this news, BOE's A plate has soared 4 percent recently. Some analysts believe that due to the impact of the epidemic, the shipment time of the iPhone 12 series will be delayed by one month from previous years, and BOE's orders are expected to increase in Q4.
