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Apple discovered the changes in February 2022 and had already asked BOE to stop production. As a direct result of this incident, it is said that BOE has not received orders for Apple’s iPhone 14 OLED screens.
BOE has dispatched C-level executives (CTO or CEO) to lead an undisclosed number of employees to Apple’s Cupertino headquarters to coordinate the matter and explain their reasons for changing Apple’s original design, according to people familiar with the matter who spoke on condition of anonymity. .
Apple’s response is unclear, but the BOE team is said to have asked Apple to approve its production of iPhone 14 OLED screens, and the company has yet to receive a clear response from Apple.
It is reported that Apple intends to order 30 million iPhone 14 OLED screens from BOE, but the company is now more likely to choose between Samsung Display and LG Display. Apple is said to want to supply more than 150 million OLED screens for the iPhone 14 series, up from the 140 million it originally planned to order.
However, the iPhone 14 screen is not expected to start production until June at the earliest. Among them, Samsung is expected to produce screens for the 6.1-inch and 6.7-inch iPhone 14 Pro models, while LG is expected to supply screens for the 6.7-inch iPhone 14 Pro Max.
BOE’s two factories in China, which make organic light-emitting diode panels for the iPhone 12 and iPhone 13, account for 10% of all iPhone screen supply in 2021, but the company has always planned a massive expansion to replace LG Display as the One of the main suppliers of Apple iPhone screens.
In addition to making unauthorized changes to Apple’s designs, BOE is also facing a shortage of display driver chips, one of the most in short supply components in the world.
The global chip shortage is caused by a variety of factors. These factors include increased demand for chips during the pandemic, pandemic-related production disruptions and growing demand for chips from automakers as cars rely on more and more microprocessor units.
The biggest problem in the chip supply shortage crisis is not CPU and GPU shortages, but a shortage of more mundane chips, such as display drivers and power management systems. These relatively low-tech chips are used in a slew of devices, including Apple’s. (small)