Don't look at a small Apple mobile phone, the various parts on the body can basically be said to come from all over the world. But the same is a huge supply chain, and Asmail without the Neon gas of Ukraine is helpless, Apple's industrial chain is not only huge, but also the number of supply chain companies in each link is also quite a lot.
It is precisely because of such a large and numerous industrial chain that apple has given Apple the confidence to ignore the spirit of the contract. Excluding 34 Chinese companies, including OFILM, this is not the end, but a new beginning. Because, there is an accident on the SIDE of BOE, Apple suddenly "changed its face", and the thing warned by CCTV has finally happened, so what kind of trouble will this bring to BOE? In the future, does BOE hope to survive this trouble safely?
Apple suddenly changed its face and unilaterally suspended BOE's supply
On May 4 this year, according to The Elec, Apple has stopped the supply of BOE OLED screens, the reason why there will be such a sudden situation, it is a long story, due to the shortage of display driver ICs, BOE OLED panel production has been showing a downward trend since February this year. Relevant sources expect that because of the display driver IC, the production problem of BOE OLED screen panels may continue until May.
How does this work? Apple's huge orders are still there, so BOE has taken it upon itself to expand the circuit width of thin-film transistors. Then BOE's move seems to be self-defeating, Apple found that BOE changed the original design without its consent, directly informed BOE, stopped the request for its OLED panel.
Apple's move is actually a bit of a feeling of being excluded from the industrial chain by Apple, and this is actually the consequence of not listening to the warning of the central media, so what kind of trouble will it bring to BOE?
Don't listen to the warning of the central media, BOE is in trouble!
First of all, BOE's large production capacity is difficult to digest
On May 9, the Financial Associated Press reported that according to industry news, BOE launched the new 6th generation OLED production line in Chengdu and Mianyang in the first quarter of this year, and also plans to start the third small and medium-sized OLED industry line newly built in Chongqing in the second half of this year.
It can be seen from this that BOE's OLED production capacity this year is still relatively large, and now, Apple has suspended the supply of BOE's OLED screen, without Apple's big customer and large orders, I am afraid that BOE's large production capacity will be difficult to digest, and at that time, BOE's funds for building OLED production lines will not be wasted, and there will be no small negative impact on BOE's economic interests.
Second, BOE's profits have fallen, and it may be worse now
On April 27 this year, BOE announced the financial report for the first quarter of 2022, 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, and net profit was 4.389 billion yuan, but it was down 16.57% year-on-year. From this data, it can be seen that BOE can say that the profit is not as good as the loss.
Originally, BOE's profits have declined, and now, the loss of Apple, a large customer, is afraid that there will be a certain degree of worse for BOE's economic gains.
Finally, it affects the competitiveness of BOE's market
On April 12 this year, BOE said in an investor survey on the same day that its sixth-generation flexible AMOLED production line in Chongqing will achieve mass production in 2023. This sixth-generation OLED screen panel, its own scientific and technological attributes, advanced attributes should not be weak.
Nowadays, when Apple terminates the order cooperation and the economic benefits may be damaged, it may be difficult for BOE to have more money to develop and build this more advanced sixth-generation OLED screen panel, so that it may not affect the market competitiveness of BOE.
I have to say that Apple suddenly changed its face, which has an impact on the OBstinate BOE, which is actually not small, so in the future, BOE hopes to solve this trouble?
Does BOE hope to survive this trouble?
First of all, the BOE market has great influence
In fact, this can be said in other words, IF BOE wants to solve this trouble, the current way is only to win back Apple's heart, then, does BOE hope to be able to regain Apple orders? In fact, there are. On April 28 of this year, according to the latest report of CINNO Research.
In the first quarter of 2022, the global market shipped about 152 million AMOLED smartphone panels, down 8% year-on-year and 28.4% sequentially. However, in such an OLED screen panel off-season, BOE OLED screen panel shipments can still increase by 62.9% year-on-year, still get 11.2% of the market share, and still achieve the world's second, domestic first good results.
These data all show that BOE itself still has a strong market influence and market recognition, on Apple's consistent excellence, in the face of authoritative market certification, BOE may not be able to solve this trouble.
Secondly, Samsung also looked for BOE to show its strong strength
As we all know, Samsung itself is an all-round player, and Samsung itself is also a giant in the field of OLED screen panels, but, according to BusinessKorea's april 6 report, BOE is developing and producing panels for Samsung Electronics' new A12 and A13 affordable smartphone series. In addition, according to relevant sources familiar with the matter, Samsung even proposed to BOE the idea of producing panels for its next-generation flagship smart phone at the end of March.
It can be seen from this that even oled screen giant Samsung itself is looking for BOE, which shows the strength of BOE itself in the field of OLED screen panels. With such a strong strength. BOE may not be able to regain Apple's order.
summary
Apple suddenly changed its face, CCTV's warning finally came true, Apple dependence really can't be tried, and BOE, which insists on going its own way, is now eating bitter fruit. Of course, if BOE wants to survive this crisis, the best convenient way is to get back Apple orders, which should be possible for BOE. Hopefully, in the future, the fruit chain can become boe's fine wine, rather than a pack of arsenic.