What They Say
Cinno Research in China reported that BOE has done a deal to supply OLEDs for the iPhone 14 and supply could reach 59 million units (around 25% or so of the likely iPhone 14 supply). (LGD and BOE Competing with SDC for Larger Share of iPhone Business) This means a significant bite into the supply chain which has been split between Samsung and LG Display up to now. The displays will have 6.1″ diagonal, the report said.
What We Think
This would be a significant breakthrough for BOE’s small panel business. We’ll see what the gossip is at Display Week on this topic! Recently, analyst Ming-Chu Kuo said that he believes that Apple will use a new 48 megapixel camera and match the Galaxy A22 in capturing 8K video in the iPhone 14. It could also have an under-display Face ID solution next year after reducing the size of the notch this year. (BR)
