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.
Earlier this month BOE's chairman stated that the company shipped almost 60 million AMOLED displays in 2021, with plans to produce over 100 million OLEDs 2022. It will be interesting to see if BOE can meet these goals.