South Korean media The Elec reported on Thursday (27th) that display manufacturer TCL Huaxing has set up a team to evaluate and verify its production line, with the goal of entering the OLED screen supply chain of Apple's iPhone.
Apple's iPhone 12/13 series is supplied by Samsung, LG and BOE, with the largest order volume from Korean suppliers such as Samsung and LG, and BOE only supplies Apple with a small amount of 6.1-inch standard OLED. After BOE, now another Chinese manufacturer plans to break into Apple's OLED supply chain.
Sources pointed out that TCL Huaxing and Apple are still in the early stages of negotiations, the two companies first reviewed the OLED screen produced by the T4 factory in Wuhan, Hubei Province, and if it meets Apple's requirements, TCL Huaxing is planning to invest in a demonstration line.
TCL Huaxing's T4 plant can manufacture six generations of flexible OLEDs with a panel size of 1500x1850mm, and the plant has a monthly production capacity of 45,000 (glass) substrates after the plant is put into operation in three phases.
The Elec report pointed out that Apple's decision to include TCL Huaxing in its supply chain is relatively unlikely, because BOE can already produce screens with the same specifications, and BOE has a monthly production capacity of 144,000 pieces, much higher than TCL Huaxing. At the same time, Apple can also use BOE as a lever to force Samsung and LG to reduce prices.
Source: Juheng.com
Cover image source: Paixin.com
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