Text/Ball
In recent years, the performance of domestic screens in the market is obvious to all, whether it is innovation or production capacity, the gap with overseas screen giants has been narrowing, and the most representative domestic screen companies are BOE.
At present, the screen products produced by BOE have been recognized by many mobile phone manufacturers, such as Xiaomi, Huawei, OPPO and Glory, which basically have screens purchased from BOE.
BOE conquers Apple
It is worth mentioning that BOE is also actively expanding the group of overseas users, January 25, Zhongguancun online news, BOE successfully conquered Apple, will provide Apple with 6.1-inch panel products in 2022, mainly for iPhone14 devices.
According to the industry chain forecast, the iPhone shipments in 2022 will reach 200 million units, and the production capacity of BOE will be about 50 million pieces, grabbing 20% of the iPhone 14 panel orders.
According to the author's understanding, in the past Apple launched iPhone products, the main screen providers from Samsung and LG two major South Korean giants, of which Samsung is to win most of the orders for iPhone screens, other screen giants simply can not intervene in the Apple screen supply chain.
It is also true that because Apple has extremely high requirements for supply chain partners, it is extremely difficult for enterprises to break into the fruit chain, and Samsung and LG are the two leading companies in the screen field, and their product quality has reached the top level of the industry, so Apple has always been highly dependent on the screens of Samsung and LG.
It should be understood that unlike OFILM, which once entered the fruit chain, Samsung and LG are irreplaceable in the Apple screen supply chain, and Apple simply cannot kick them out.
To this end, Apple has been looking for new screen supply chains around the world to weaken the influence of Samsung and LG in Apple's screen supply chain, after all, Apple knows what the consequences of relying heavily on Samsung and LG will bring.
In this context, BOE's outstanding performance in the global screen field in recent years has successfully attracted Apple's attention, and finally successfully entered the Apple screen supply chain system, completely breaking the monopoly of Samsung and LG on Apple screens.
The impact of BOE entering the fruit chain
In fact, to some extent, BOE's influence into Apple's screen supply chain is very large, why say so? The reason is very simple, on the one hand, BOE entered the fruit chain, indicating that its screen products have been recognized by Apple, in other words, BOE already has the strength to compete with Samsung and LG, so that BOE's brand influence in the field of screens will be further enhanced.
In the future, more and more mobile phone brands will choose to use BOE's screen, further weakening Samsung's influence in the domestic mobile phone supply chain.
On the other hand, increase the efficiency of BOE. As we all know, many companies want to be among the Apple supply chain, the purpose is to obtain a large number of orders from Apple, once OFILM is relying on Apple, to become a leading enterprise in the field of domestic optical lenses.
After obtaining apple screen orders, BOE will inevitably further increase its own revenue capacity, in the long run, BOE can have sufficient funds for the research and development of screen technology, and constantly carry out technical iterations to further shorten the gap with Samsung screens.
All in all, the benefits of BOE entering the fruit chain can be described as very much, but it should be noted that BOE's entry into the apple industry chain is gratifying, and at the same time, it is also necessary to avoid high dependence on Apple.
Therefore, BOE also needs to develop a richer customer base to avoid the situation that Apple is the only one in the BOE customer list.
Write to the end
According to officially disclosed data, BOE expects to achieve revenue of 215 billion yuan to 220 billion yuan in 2021. If BOE successfully supplies Apple in 2022, then this revenue data will increase again.