In early July , information appeared about Apple’s intention to give orders for the production of OLED panels for smartphones of Chinese BOE Technology. This data is now confirmed by the Nikkei Asian Review. According to the publication, Apple and BOE are at the final stage of negotiations. BOE could become a supplier of displays for the iPhone 2020.
This will allow the American corporation to reduce its dependence on the “sworn partner”, as well as save on components. It is alleged that Apple is aggressively testing BOE’s flexible panels to make the final decision.
For the Chinese flexible OLED panel industry, this could be of great help. According to NAR, market players receive billions in investments, including from the government. How this relates to US policy with respect to China is not specified.
According to analysts, the OLED panel market expects explosive growth. In 2019, the market size is estimated at about $ 30 billion compared to $ 25 billion in 2018.