BOE Display, founded in 1993 in Beijing China, is one of the world's leading display maker, producing both LCDs and OLEDs. BOE also produces LCD backlighting units and solar panels.
BOE has been producing small glass-based OLEDs for some time, but the company's focus is currently in flexible and foldable OLEDs. In October 2017 BOE started to produce flexible OLED displays at its first flexible OLED line, the Chengdu B7 6-Gen fab. The annual capacity of the B7 line, when complete and at 100% yields, will be 45,000 monthly 6-Gen substrates, or about 90 million smartphone OLEDs
In addition to the B7 fab in Chengdu, in October 2016 BOE announced another 6-Gen OLED fab, in Mianyang, with a similar capacity. In March 2018, BOE announced plans for a third 6-Gen OLED fab, this one in Chongqing. In December 2018, BOE announced plans for its fourth line in Fuzhou. BOE is also building an OLED Microdisplay fab in collaboration with OLiGHTEK.
BOE's latest OLED prototypes and panels
In May 2018 BOE demonstrated its latest flexible and foldable OLEDs at SID 2018. BOE's foldable prototype was a 6.2" WQHD (1440x3008, 538 PPI) panel that features a fold-radius of 1R and include a touch layer. BOE also demonstrated a foldable tablet (which they call a Phonblet, I am not sure if this term will catch), which includes a larger 7.56" foldable OLED. This panel features a resolution of 2048x1535 (338 PPI).
The latest BOE OLED news:
Reports from Korea suggest that BOE has decided to adopt LG Chem's blue host material in its AMOLED displays, replacing its current supplier, Idemitsu Kosan.
LG Chem has been focused on soluble OLED materials, and it acquired Dupont's soluble OLED IP in 2019. But in recent years it has started to develop evaporation OLED materials, and it has now secured the design win at BOE. It is understood that BOE chose LG Chem over Idemitsu as its materials offer longer lifetime and lower costs.
Apple finalizes its supply chain for the iPhone 14 AMOLED displays, starts ordering panels from BOE again
According to reports from Korea, Apple has started to sign agreements regarding the supply of OLED displays for the next iPhone model (iPhone 14). As always, the main supplier will be Samsung Display, which will supply 80 million units of its latest LTPO AMOLED display (M12 stack) to Apple.
Apple is set to release four iPhone models. The iPhone 14 (6.1-inch), 14 Plus (6.7-inch), 14 Pro (6.1-inch) and 14 Pro Max (6.7-inch).
At SID Displayweek 2022, BOE demonstrated a 95" 8K OLED TV display prototype. This was an impressive display, and reports suggested that BOE is considering to start producing such panels commercially.
According to a new report from Korea, BOE has indeed decided to initiate production of OLED TV panels. BOE plans to produce 300,000 panels in 2022, in sizes ranging from 55-inch to 95-inch.
We are happy to announce that the OLED marketplace lists a 2.69" 600x800 AMOLED display, produced by BOE.
We know many device makers have been struggling to find small-sized AMOLED displays, as most OLED makers produce either wearable OLEDs (usually up to 1.5" in size) or smartphone-type OLEDs (starting at around 5-inch). This new 2.69" AMOLED can be a great solution for many companies.
At SID Displayweek 2022, BOE demonstrated a 95" 8K OLED TV display prototype. This was an impressive display, and according to DSCC, BOE actually hopes to start producing such panels commercially.
BOE, it seems, aims to produce the display at its B5 R&D line, which has a very limited capacity. But as TVs based on this panel will be premium TVs, the limited capacity may be enough.
BOE is showing a new flexible and transparent display prototype at SID Displayweek, this is something we did not see for several years.
The display on show is a 12.5" panel that offers a transmittance of up to 45%. The brightness is 700 nits, and the pixel density is 80 PPI. BOE says it developed a unique pixel scheme to enable the transparency of this display.
BOE demonstrated its latest OLED technologies and displays at SID Displayweek 2022. The most interesting display is a 95-inch 8K HDR OLED display, produced on an Oxide-TFT panel with a white-OLED CF structure. The panel was produced using an evaporation method.
This is the first time we hear of BOE's evaporation TV program, since around 2016. The company has an active inkjet printing OLED TV project, and in December 2019 it unveiled a 55" 8K (160 PPI) printed OLED TV prototype.
BOE has been aiming to supply OLED displays for Apple for a long time, and Apple also welcomed BOE as a supplier as it wants to reduce its dependence on Samsung and LG.
CINNO Research: BOE signed a deal with Apple to supply 50 million LTPS OLED panels for the iPhone 14
BOE has been aiming to supply OLED displays for Apple for a long time. In 2020 BOE did not pass Apple's OLED quality test for the iPhone 12 , but later it it did manage to enter Apple's supply chain, only for aftermarket (refurbished models) 6.06" LTPS AMOLED displays.
According to CINNO Research, BOE recently signed a contract with Apple to supply OLED panels for the iPhone 14, which will be launch in October 2022. This will be the first time BOE is supplying OLEDs to a new Apple device. CINNO says that the contact amounts to 50 million panels, about 25% of Apple's total OLED supply. These will be 6.1" LTPS AMOLED displays.
In February 2022 it was reported that BOE failed to secure enough driver ICs, and had to reduce its AMOLED production volume. According to new reports from Korea, BOE is still facing IC supply issues, and it is estimated that it AMOLED volume will remain lower than expected at least until May.
The new report suggests that beyond the IC supply constraints, BOE is also suffering from low yields at its new B12 fab in Chongqing, lower than what it hoped for in 2022.