OLED Display: Samsung vs. BOE
BOE is busy expanding its business areas after entering Apple’s supply chain. BOE’s move will inevitably affect Samsung Display and LG Display. BOE set up Fab B11 in Menyang exclusively for Apple and launched efforts to expand its OLED panel supply to the U.S. client. Fab B11 is currently manufacturing samples of iPhone 13 panels. BOE is also targeting Apple‘s VR / AR devices. (CN Beta, Business Korea, My Drivers)
Samsung Display will not be the supplier of the small-sized, bendable panels intended to feature in Huawei’s next foldable smartphone, dubbed “MateX2”. Huawei has decided to make a change and will obtain its foldable panels from BOE. The Huawei Mate X2 opens and closes like a book. When open, it presents a tablet-sized 8.03” display with a 4.5” external screen. (Laoyaoba, Pocket Now, Phone Arena, Sam Mobile)