The spirit of the contract is originally the most basic and basic among enterprises. However, over the years, Apple does not seem to have learned, in the past year, Apple is directly eliminated the mainland of a total of 34 Chinese companies. However, the temptation to join the fruit chain seems too great.
In the case of of-least-film's previous experience, there are still many companies that have come forward to succeed. For example, BOE is a "brave" who joined the fruit chain. However, even if it is a "brave", it does not prevent BOE from eating its own fruits today. Apple released the news that it may cancel BOE's tens of billions of orders, so will Apple eventually cancel? If Apple really turns its considerations into reality, will of-film's history be staged in BOE?
Apple or cancel BOE tens of billions of orders
Since Apple found out that BOE replaced the original screen without its consent, it seems to be very mindful, and immediately asked BOE to suspend the supply of Apple's iPhone 13. However, is this the dust settled? In fact, it is not, on May 20, 2022, according to Apple Insider, after BOE secretly modified the screen panel specifications.
Apple seems to be a little mindful even with the iPhone 14, which is currently said to be planning to divert screen orders for up to 30 million iPhone 14s from BOE. In other words, Apple may be intent on canceling BOE's order for 30 million iPhone 14 screens worth tens of billions.
But, in any case, apple has not yet made a decision to cancel at all, then, we may as well guess that in the future. Will Apple really make the cancellation of BOE's current tens of billions of orders a reality?
Will Apple cancel BOE's tens of billions of orders in the future?
First of all, it is imminent to Apple's autumn conference
In fact, Apple should be unlikely to cancel BOE's tens of billions of orders in the future, and BOE's tens of billions of orders are mainly for Apple's iPhone 14 models to supply smart phone screens. And the current appearance time of this mobile phone, there are also some shadows at present. On May 21, 2022, according to relevant insiders, Apple will hold an autumn new product conference on September 13 this year, and it is said that at this conference, Apple's iPhone 14 series will be officially released globally.
It's now May, and it's even about to be June. It is only a little over three months before September. If Apple cancels BOE's 30 million iPhone 14 screen orders, I am afraid that such a huge number of orders will be difficult for Apple to quickly find the next home, so due to the situation, Apple may not cancel BOE's tens of billions of orders in the end.
Secondly, BOE is strong
In terms of smart phone screens, BOE's strength is also very strong, on April 28, 2022, the international data research agency CINNO Research released a latest report, the first quarter of 2022 in the global market AMOLED smartphone panel shipments of about 152 million pieces, down 8% year-on-year, down as much as 28.4% month-on-month.
However, in such a not-so-optimistic development environment, BOE's shipments of AMOLED smartphone panels in the first quarter of this year can still increase by 62.9% year-on-year, occupying 11.2% of the global market share, ranking second in the world and ranking first in China.
From this data, it can be seen how recognized the global market is for BOE's smart phone screen products, and how superior the quality of BOE's smart phone screen products themselves is. Therefore, Apple should not cancel BOE's tens of billions of orders.
Finally, the development of the JD board has continued to improve
On February 14, 2022, BOE accepted investor research on the same day, in this survey, BOE revealed that by 2023, the sixth-generation flexible AMOLED production line located in Chongqing, mainland China, will soon be in mass production. This OLED mobile phone screen looks like it will indeed be more advanced, and it has been carried out to the sixth generation.
In the case that BOE does not stand still in the mobile phone screen panel but continues to make progress, Apple may not cancel BOE's tens of billions of orders in the future.
But, to be honest, while Apple is unlikely to cancel, apple's lack of contract spirit is probably a bit risky. So, if Apple really cancels BOE's tens of billions of orders, will BOE become the next OFILM?
Will the history of OFILM be staged in BOE?
First of all, BOE did not bet on Apple
In fact, if Apple finally eliminates BOE, BOE will not become the next OFILM. On April 11, 2022, OnePlus held a press conference and launched a new model, the OnePlus Ace. The mobile phone screen of this new model is exclusively supplied by JD.com.
On May 11, 2022, at CES 2022, ASUS released the world's first 17.3-inch foldable OLED laptop Zenbook 17 Fold, equipped with a screen exclusively supplied by BOE. It can be seen from this that although BOE has joined the fruit chain, it has not invested all of its production capacity on Apple, and in the case of multi-party supply, the history of OFILM should not be staged on BOE.
Second, BOE expands its own business
On May 17, 2022, Hangzhou Zhilian Digital Cloud Technology Co., Ltd. was officially established, mainly engaged in software development, data processing and so on. According to the information of the enterprise investigation, the company is behind the BOE holding shares. BOE, a screen, is now marching into data, into software development, which should be BOE expanding its own business.
In this way, BOE itself should have a number of funds to enter, even if apple excluded the industrial chain, it is estimated that it will not cause too much impact.
summary
Apple is considering whether to shift BOE's iPhone 14 screen orders, for now, while unlikely, though the impact on Apple seems small. However, everything is not necessarily without a case. Therefore, CCTV's call to pay attention to getting rid of apple dependence, and relying on apples, is both fine wine and arsenic.