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 6-Gen AMOLED line in Fuzhou. Towards the end of 2023, BOE announced plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. BOE is also building an OLED Microdisplay fab in collaboration with OLiGHTEK.
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Samsung Display to supply most of the AMOLED displays for Apple's iPhone 17e
Apple recently launched its iPhone 17e 'budget' smartphone, with a 6.1" 1200 nits (peak) 1170x2532 LTPS AMOLED display. According to a report from Korea, Apple ordered around 20 million OLED displays for the 17e, and Samsung Display will supply most of these panels.
In fact, The Elec estimates that Samsung will ship around 11 million panels, BOE 7.5 million, and LGD around 3.5 million, similar to the situation last year with the iPhone 16e.
UBI: OLED material sales reach $2.27 billion in 2025, China takes the lead as largest customer country
BOE developed its own crease-less foldable OLED display
BOE announced that it has developed a new crease-less (or zero-line) foldable OLED display, which it brands as BOE Glaze Fold. BOE says that the new technology reduces the crease visibility (and feel) by over 40%.
The visible crease has been one of the major foldable OLED adoption hurdles. Earlier this year Samsung Display was first to demonstrate a crease-less foldable OLED. Reportedly, SDC's technology will be utilized by Samsung in their 2026 foldable smartphone - and also by Apple in their 2026 foldable iPhone.
BOE's crease-less OLED was enabled by a multi-neutral-layer architecture design, that performs better than the standard single-neutral-layer display. Using a gradient modulus design, the new multi-layer architecture helps the stress to be spread out on several layers, and so reduces the peak stress and finally stops the deformation that quickly happens with folding displays.
BOE announces that it is lowering its investments in new production equipment
BOE announced to the financial authorities in China, and some institutional investors, that it plans to reduce its capital expenditures (CAPEXX) next year. 2026 will be a peak year for BOE, but next year its spending will drop "substantially".
It is expected, though, that BOE will stay on course for the first two phases of its B16 8.6-Gen flexible AMOLED line (see more on this below).
Lenovo shows a concept foldable mobile gaming console
Lenovo is demonstrating a nice new folding gaming handheld concept, the Lenovo Legion Go Fold Concept. This one uses a 11.6" foldable AMOLED display (produced by BOE), that folds-in to become a 7.7" panel when closed.
The gaming console has several screen orientation configuration, and can also be used like a laptop and be attached to a wireless keyboard. This is just a concept device, at this stage.
Avaco signs a contract with BOE to supply it with deposition transfer systems for the 2nd phase of the B16 8.6-Gen fab
Omdia details Meta's and Apple's VR and AR plans, sees dramatic growth in OLED microdisplay shipments
Omdia has released their projections for the AR and VR markets, with some very interesting data. First of all, the company releases its estimates for the new devices that Apple, Meta, XREAL and Rayneo will release in 2026, 2027 and 2028:
All of these new devices, according to Omdia, will be based on OLED microdisplays, as these displays offer superb image quality, high power efficiency, and a very small footprint. While microLEDs have a big potential due to their much higher brightness (and efficiency), the technology is not ready for mass production yet.
8.6-Gen AMOLED production lines - current snapshot and future industry outlook
The OLED's industry main new target, for the past several years, has been the IT display sector, mainly tablets, laptops and monitors. While we have seen OLED displays penetrate this market many years ago, the current 6-Gen AMOLED production lines are optimized for smartphone and wearable display production.
A few years ago display makers realized that OLED production lines with larger substrates will enable lower cost production, and will enable to increase the adoption of OLEDs in such devices. When this converged with technology readiness (depositing OLED materials and TFTs on such large areas was not possible before), several companies initiated new projects, all of which use 8.6-Gen (2250 x 2600 mm) substrates. We are now at a stage where two companies (BOE and Samsung) are very close to mass production, and the first displays will start production soon.
BOE to commercialize under-the-display infrared camera technology for its LCD panels
According to industry reports, BOE has developed a technology that enables under-the-display infrared cameras to be used with LCD displays. BOE is in the final stages of developments, and plans to commercialize this technology in 2027, for its automotive panels.
Up until now, it was thought to be very challenging to place cameras behind LCD displays, as the LCD layers interfere with the light path. Now it is reported that 3M developed a special infrared transmission film, that enabled BOE To develop a complete solution. BOE has already demonstrated a prototype earlier this year at CES 2026.
