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:
According to a new report from Korea, LG Electronics is in talks with China-based BOE to supply OLED panels for future smartphones -and replace LGE's current supplier - it's sister company LG Display.
The report suggests two reasons for LG's talk with BOE. First is LG's drive to cut costs as its mobile phone business is losing massive amounts of money. The second reason is that LG Display cannot supply enough panels for LG Electronics as it still struggles with low production yields.
BOE demonstrated a new AMOLED display that has a unique format - a 20:1 display (1209×63 mm) with a resolution of 3840×160 and relatively small bezels.
These kind of displays can be used for electronic shelf label applications - a field traditionally catered for by e-paper or E Ink displays due to their high efficiency and non volatility. E Ink displays are highly suited for these signage applications - but OLEDs can offer much higher image quality and colors so could suit some applications.
In February 2019 Huawei launched its first foldable smartphone, the Mate X with a 8" 2200x2480 foldable AMOLED display that folds outwards. Huawei said it will launch the Mate X by the end of June, but now the company says it is now planning to release it in September.
Huawei says that it needs more time to test the device and make sure it is durable. It is also possible that the US ban on Huawei is behind this decision.
China-based BOE Display demonstrated many OLED displays at SID 2019, including new flexible, foldable, rollable and automotive AMOLED displays. Here's a video showing the company's complete SID lineup:
UBI Research says that 110 million AMOLED panels were produced and shipped in Q1 2019, a slight decrease of 0.4% from Q1 2018.
The top AMOLED producer is still of course Samsung Display, which produced 82 million units (75% market share). SDC's revenues were $5.09 billion, down from $5.86 billion in Q1 2018.
Samsung's Galaxy S10 smartphone family introduced the world's first OLED displays with round holes cut into the display to house the front cameras- which is seen as an improvement over notch-type displays.
Up until now Samsung Display was the only company that had the technology to create such displays, but now it is reported that China's BOE is gearing up to produce its own OLED displays with camera holes.
China-based BOE Display has a very ambitious OLED project, and the company unveiled new flexible and automotive OLEDs at SID 2019.
BOE demonstrated several new automotive OLED technologies including a 12.3" flexible OLED display for the main instrument panel which employs a new pixel compensation circuit technology apparently developed by BOE, which can improve the brightness uniformity of the display.
GizChina reports that senior executives at Intel said that the company is looking at laptops with foldable OLED displays, working together with LG Display, Samsung Display, BOE and Sharp. There are many challenges to overcome, and Intel estimates that such foldable laptops will not arrive before 2021.
In October 2018 Samsung Electronics said that it is developing laptops with foldable displays, while other reports suggested that that LG Display is collaborating with Lenovo to develop a 13" foldable tablet.
We have added a new OLED panel to the OLED Marketplace, a BOE 0.95" 120x240 AMOLED that has a 4-Wire SPI interface and an embedded touch layer.
Last month Huawei launched its P30 and P30 Pro smartphones (with a 6.1" 1080x2340 AMOLED on the P30 and a 6.47" 1080x2340 AMOLED on the P30 Pro). Reports from China suggested that Huawei adopted SDC AMOLED for the P30 and BOE-made panels on the P30 Pro.
According to Anandtech, who posted an extensive review of the P30 and P30, the supplier for the smaller 6.1" AMOLED on the P30 is indeed Samsung Display, but Huawei uses both LG Display and BOE as suppliesr for the large 6.47" AMOLED on the P30 Pro.