Apple mobile phones, Apple tablets, and other apple products, don't look like other brands seem to be similar, but the various parts inside are like Asmer's lithography machines, which are basically likely to come from all over the world. All of this is due to Apple's huge global industrial supply chain.
Perhaps because the supply chain is too large, the scale is too large, so that Apple is more and more willful, more and more empty of everything, the spirit of the contract has directly become a blank paper in Apple, under Apple's wayward operation, it is full of unfortunate recruitment enterprises wailing everywhere. However, Apple still ignores it, is selfish, and only cares about its own excellence.
After Apple eliminated 34 Chinese companies and excluded OFILM, BOE, which knew that there were tigers in the mountains and favored tigers, finally faced the consequences of ignoring CCTV's appeal, yes, Apple attacked BOE. So, in the days to come, is there still a possibility that BOE will win back Apple's heart? BOE still seems not to have given up the Apple order, why is BOE so obsessed on the fruit chain?
Continuing to culling, Apple attacked BOE
As early as 2020, BOE has entered Apple's product supply chain, in 2021, OFILM has also won the iPhone 12 and iPhone 13 OLED screen supply orders, on April 27 this year, BOE even signed a cooperation agreement with Apple on OLED screens, from this moment on, BOE officially joined the supply chain of Apple's standard version of the iPhone 14 OLED panel.
Judging from this development trend, the development of BOE seems to be very good, but I did not expect that there would be new changes. On May 4 this year, according to The Elec, due to the sharp decline in the production capacity of OLED screen panels provided by BOE for Apple since February this year.
The reason for the decline in production capacity is said to be due to the shortage of display drive integrated circuits, so in order to restore the production capacity of its OLED screen panels as soon as possible, BOE changed the design of the original OLED panel by expanding the circuit width of thin-film transistors. However, such an operation is not allowed by Apple.
Later, it was said that Apple also discovered the changes to the BOE OLED panel and seemed to be unable to accept it. So directly stopped the supply of OLED panels on the SIDE of BOE, Apple's behavior, some relevant media believe that it may be a bit of a BOE to remove the iPhone 13 supply chain, or even completely eliminate the feeling. There is some truth to this speculation.
However, BOE does not seem to give up, it is reported that BOE is currently working on a solution that Apple can accept and meet Apple's demand for OLED screens. It seems that the falling flowers are intentional, and the flowing water is merciless. So, is it possible for BOE to win back the Apple industry chain?
Is there a possibility that BOE will win back the fruit chain?
First, strong market influence
In fact, BOE still has the possibility of winning back the Apple industry chain. On April 28 this year, according to CINNO Research's latest statistical report, although the global smartphone screen panel shipments in the first quarter of 2022 were only 152 million pieces, down 8% year-on-year and 28.4% month-on-month.
However, in the global market in the first quarter of this year, BOE's smartphone panel shipments can still increase by 62.9% year-on-year, and the global market share reached 11.2% for the first time, breaking through 10%, ranking second in the world and ranking first in China. It is not difficult to see from this that the market recognition and market influence of BOE itself is still relatively huge, in other words, BOE's own strength is still strong, under the strong strength, it may not be possible to win the favor of apples that strive for excellence, and there may not be a possibility of winning back the fruit chain.
Second, the unpleasantness of trade between Japan and South Korea
On July 1, 2019, Japan's Ministry of Economy, Trade and Industry publicly announced that Japan will limit shipments of three key semiconductor raw materials to South Korea, namely photoresist, fluoropolyimide, and hydrogen fluoride. It is said that some of the raw materials for the production of OLED panels in South Korea are imported from Japan. In order to prevent problems in the supply of OLED panels.
Apple naturally also has to look for suppliers that can replace South Korea, in general, South Korea is not safe, as the world's second strongest OLED screen BOE, may not have the possibility of winning back the fruit chain.
For the apple industry chain, after the loss of the mainland CCTV before OFILM, it is also a call for mainland enterprises to get rid of apple dependence, so why does BOE now want to become such a "retrograde"?
Why BOE wants to win back Apple's orders
First of all, BOE is worried that the large increase in production capacity cannot be digested
On April 26 this year, BOE held a conference call, at which BOE said that the target for flexible OLED shipments in 2022 is more than 100 million pieces. BOE will set such a goal, indicating that BOE should already be deploying and even expanding its own production capacity.
Nowadays, Apple suddenly excluded BOE from the industrial chain, and suddenly sang such a play to BOE, the reason why BOE wants to win back Apple orders may be worried that it will not be able to find a place to digest after the production capacity increases.
Second, BOE's profits fell
On April 27 this year, BOE announced the first quarter of the financial report, according to this financial report, BOE achieved total revenue of 50.476 billion yuan in the first quarter of this year, an increase of 0.4% year-on-year, which was originally so-so, but in terms of net profit, BOE achieved a net profit of 4.389 billion yuan, down 16.57% year-on-year. Revenue rose slightly, profits fell sharply, and the economic situation in BOE did not seem optimistic.
At the moment of declining profits, BOE will naturally want to undertake more Apple orders, in order to obtain stronger banknote capabilities and promote boe's carriage forward.
summary
Eliminating 34 Chinese companies is not enough, Apple has acted again, and BOE has finally followed in the footsteps of OFILM. I still hope that BOE can get rid of Apple dependence as soon as possible, after all, relying on Apple is not a long-term solution for development.