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.
CLSA says that Huawei's recently announced P30 series use BOE's panels - according to our information, though, only the P30 Pro uses BOE panels - the P30 uses SDC's AMOLEDs.
Posted: Mar 27,2019 by Ron Mertens