Apple suddenly "changed its face", domestic BOE was "eliminated" from the supply chain, and CCTV advice was useless?

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Apple's industry chain has attracted many suppliers to participate in cooperation, such as BOE will become one of the suppliers of iPhone13 screen panels in 2021, and South Korea's Samsung and LG are on a par.

The share of orders is getting higher and higher, but entering the Apple industry chain may not be smooth. Apple suddenly changed its face, and the domestic screen giant BOE was "eliminated" from the supply chain by Apple.

BOE and Apple cooperate well, why are they excluded? CCTV advice is useless? In the face of Apple's frequent adjustment of suppliers, what should be the warning?

BoE was "eliminated" from the supply chain by Apple

The cooperation between BOE and Apple on the screen panel is not surprising at all, and boe entered the iPhone 13 supply chain last year as many people expected. On the one hand, BOE is the world's largest supplier of screen panels, on the other hand, Apple and BOE cooperation, can better with Samsung Electronics, LG price pressure, improve profits.

Not to mention that BOE's screen technology is indeed not bad, and BOE's screen technology can be found in the high-end models of major mobile phone manufacturers. And after cooperating with Apple, BOE's screen shipments have obviously risen a lot.

There are also foreign media sources that BOE has reached an iPhone14 supply agreement with Apple, and is expected to provide 50 million 6.1-inch OLED screens. But Apple suddenly "changed its face", and BOE was "eliminated" from the supply chain by Apple.

According to the news, Apple found that BOE changed the design of OLED panels and expanded the electrical route width of thin-film transistors without authorization, so it asked BOE to stop production and supply. Take it out of the iPhone13 supply chain.

Seeing this, it is estimated that many people will wonder how IT CAN BE PRODUCED WITHOUT AUTHORIZATION IF BOE changes the design so big. Whether this is a change in design, as the news rumors say, or a way for Apple to adjust its supply chain in order to better reduce prices.

Judging only from the existing messages, it may not be possible to explain these detailed issues. After all, Apple and BOE officials did not respond to this matter, but in connection with Apple's frequent adjustment of the supply chain and the removal of suppliers, it is indeed possible to do unexpected things.

Just like Apple terminated the cooperation of lens module supplier O-film, it was originally a good cooperation, until the moment the news came out, it did not react.

Is BOE also going to follow the old path of OFILM? Not necessarily. Just changing the design is not enough to give up cooperation, with BOE's current supply volume in the Apple industry chain, it is impossible to say that it is impossible to give up and give up.

It is more likely that the suppliers of the iPhone13 will be eliminated in the short term, the supply will be suspended, and the BOE will restore the original quality inspection standards, and it may also return to the production and supply state. After all, with BOE in place, Apple can better negotiate prices with Samsung Electronics and LG. If you let the Korean screen supplier be the only one, it is obviously not Apple's style.

Although BOE is unlikely to lose access to Apple's supply chain, Apple's frequent "face-changing" behavior also verifies the importance of CCTV advice. CCTV has called for getting rid of Apple dependence and advised domestic manufacturers to carry out multi-field layout.

But there are still suppliers constantly sending out similar news, from OFILM to BOE, CCTV advice is useless? Apple's supply link has been adjusted in succession, as long as Apple has a better choice, who can guarantee that Apple will not leave. Therefore, in the face of Apple's frequent adjustment of supplier behavior, what warning should be made?

Apple frequently adjusts suppliers, what should be the warning?

Apple's industrial chain is huge, and with its huge profits, it has attracted many manufacturers to participate in cooperation. From the perspective of achieving profitability, working with Apple is not too much of a problem. During the cooperation between BOE and Apple, OLED screen shipments have risen significantly, and it is planned that the shipment of OLED screens this year will exceed 100 million.

However, this time, the news that Apple eliminated the BOE supply chain revealed that BOE's shipments continued to decline in February this year. According to the first quarter financial report released by BOE, the net profit attributable to the shareholders of the parent company was 4.389 billion yuan, down 16.57% year-on-year.

If you reduce shipments of iPhone 13 from February, in such a time interval, it is difficult to believe that BOE's net profit decline is related to Apple's "change of face".

It is not easy to judge this point, after all, there are many factors that affect the financial report. But everything may not be so coincidental, the key is what to warn Apple after frequent adjustments to the supply chain.

Taking OFILM as an example, after the company was terminated by Apple, it quickly prepared to set up a new business unit and actively explore new fields and industries. There is no betting on a domain scenario.

This shows that OFILM has been warned, that is, can not pin all their hopes on a single manufacturer, customers, the best way is to follow the advice of CCTV, multi-point layout, get rid of Apple dependence.

Apple still knows that choosing multiple suppliers to cooperate can reduce the risk of dependence, so domestic manufacturers can also find more customer cooperation, participate in a more comprehensive market layout, and cast a wide net as much as possible in the track that can be developed.

Fortunately, BOE and domestic manufacturers have close cooperation, before the supply of iPhone 13, BOE is already an industry giant. It can be seen that BOE has the ability to cope with the current situation.

summary

Apple suddenly changed its face, and the news in the industry that BOE was eliminated from the supply chain. But at present, BOE may not lose Apple's supply opportunities, more likely is to make some product adjustments, Apple still needs BOE to compete with South Korean screen giants. It's just that this incident also lets us know the importance of multi-domain layout.

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