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

BOE Flexible AMOLED prototype photo

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).

BOE also demonstrated ultra-thin (0.03 mm) flexible OLEDs, large 12.3" FHD (167 PPI) automotive-grade OLEDs, and its first ink-jet printed OLED and a new 0.39" FHD OLED microdisplay.



Company Address: 
No.10 Jiuxianqiao RD
Beijing
Beijing Shi 100015
China

The latest BOE OLED news:

BOE unveils new OLED displays at SID 2019

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.

Intel is looking into foldable OLED laptops, will not arrive before 2021

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.

AnandTech: Huawei uses panels from LGD and BOE in the P30 Pro

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.

Huawei Mate P30 Pro photo

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.

DSCC: AMOLED revenues to reach over $52 billion in 2023

DSCC says that OLED market revenues will grow from $26.5 billion in 2018 to $28.7 billion in 2019 and over $52 billion by 2023. The largest application will remain smartphone displays, but several other applications will generate over $1 billion in 2023 - TVs, tablets, notebooks and monitors. By area of production, TV displays will surpass smartphone displays in 2021.

AMOLED shipments by application (2017-2023, DSCC)

Samsung is still (and will remain so) the dominant AMOLED display producer, even though its market share will drop from 97% in Q1 2018 to 81% in Q4 2019. In Q1 2019 Visionox surpassed LGD to become the 2nd largest AMOLED producer (but most of Visionox's panels are low-end 5.5-inch panels). DSCC expects LGD to regain its number 2 position in the second half of 2019. BOE is the third player and will remain so following its supply agreement with Huawei.

CLSA updates on BOE's AMOLED production plans for 2019

Market analysts from CLSA say that in 2018 BOE shipped 2.7 million flexible OLED displays to Huawei, its main customer. These were produced at BOE's Chengdu B7 6-Gen OLED fab, which has reached yields of over 75% (DSCC estimates that BOE's yields are around 50%).

CLSA says that BOE will soon start ramping the second phase of its B7 line, and the company expects to ship 30-50 million AMOLED panels in 2019. CLSA says that this is a highly aggressive target - and they believe actual shipments will only be 12.9 million in 2019.

Huawei to adopt Samsung's AMOLEDs in its upcoming P30 smartphone

Huawei adopted AMOLED displays in its P20 and P20 Pro smartphones, using panels produced by both BOE and LG Display. According to reports from China, the smartphone maker decided to adopt SDC's AMOLEDs in its updated smartphones, the P30 and P30 pro which will be launched soon.

Huawei Mate 20 Pro photo

We already reported that Samsung aims to increase its OLED production and to be more aggressive with its pricing. It seems as if this effort bears fruit. In addition it could be that Huawei was not satisfied with some of the LGD display quality issues being reported by P20 users.

ETNews: BOE to start producing Y-OCTA AMOLEDs in its B11 fab in Miyangyang

ETNews reports that BOE has developed a new technology that integrates a touch layer inside a flexible OLED display (on touch) - a similar technology to Samsung's Y-OCTA. BOE is reportedly aiming to integrate the technology to its B11 production line in Miyangyang.Samsung Y-OCTA vs add-on touch (IHS)

Y-OCTA panels are thinner than Samsung's previous flexible Add-On Touch panels - and the optical features are also better as the touch layer is below the polarizer. Samsung estimates that Y-OCTA also cuts production costs by around 30%.

Kopin: BOE to start trial production of its OLED microdisplays soon

In March 2017 OLED maker BOE Technology and OLED Microdisplay maker OLiGHTEK announced a new $170 million joint-venture to produce OLED microdisplays for the consumer VR and AR markets. US-based microdisplay-maker Kopin signed agreements with OLiGHTEK and with BOE's JV with OLiGHTEK for the production of its OLED microdisplays.

In August 2018 Korean ET News said that BOE is getting ready to start trial production in the new fab in early 2019. During Kopin's recent conference call, the company's CEO said that BOE's factory is "actually finished". All the equipment has been installed and the company is running first test runs and the first production samples should be produced in a few days, hopefully.

Huawei launches its foldable Mate X 5G smartphone

Huawei launched its first foldable smartphone, the Mate X with a glorious 8" 2200x2480 foldable AMOLED display that folds outwards. When closed, the phone operates as it has two displays - a 6.6" 1148x2480 on the front and a smaller 6.38" 2480x892 display on the back (which makes room for the cameras).

The Mate X specifications include 5G connectivity, a Kirin 980 octa-core chipset, 8 GB of RAM, 512 GB of storage, a NM memory slot and a quad camera setup with Leica optics.

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