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Technology Stocks : OLED Universal Display Corp
OLED 173.51+0.1%3:59 PM EDT

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From: Ravid.Ron9/24/2021 3:53:54 AM
   of 26575
 
BOE supplies OLED to iPhone 13 ... Gap still remains

Chinese display maker BOE has received conditional approval for the supply of ‘iPhone 13’ series organic light emitting diode (OLED) panels. Although domestic technology is still ahead, there is an argument that the super-gap should be maintained through investment.

According to foreign media such as the related industry and Taiwanese IT media DigiTimes on the 24th, BOE received conditional supply approval for Apple's new iPhone 13 OLED panel. If BOE meets the standards required by Apple, it can supply OLED displays for iPhone 13.

BOE is expected to supply displays to new products following the iPhone 12. BOE, which has been knocking on the door to build Apple's supply chain, succeeded in entering the market starting with the iPhone 12. Stone Partners, a market research firm, estimated that BOE will supply OLED panels for the iPhone 12 for 10 to 15 million units.

?BOE's onslaught?... "LTPO TFT technology gap"

Although the iPhone 12 display that BOE supplies to Apple is small, it has significant implications in that the target is an OLED panel. Chinese companies took the lead in the liquid crystal display (LCD) sector through an offensive in low-cost quantities, and OLEDs also quickly followed suit.

According to market researcher Omdia, Chinese companies' share of the global LCD TV panel market this year was 60.7%, surpassing Korea (11.2%), and the market share of small and medium-sized OLED panels also rose to 15%.

If China grows rapidly in the OLED sector, domestic display makers could shrink. The red light will also come on in the plan to outrun Chinese companies based on a higher level of competitiveness in OLED technology.

However, the technology gap between the two countries is still significant, suggesting that it will take more time for BOE to catch up with domestic companies. Apple installed a low-temperature polycrystalline oxide (LTPO) thin film transistor (TFT)-based OLED in the Pro/Pro Max model for the first time in the iPhone 13 series. This is a technology that enables smooth screen switching by increasing the refresh rate while reducing power consumption. It is evaluated that BOE is having difficulties in implementing the technology, unlike domestic companies.

Moon Dae-gyu, a professor of Display Materials Science and Engineering at Soonchunhyang University, said, “LTPO TFT is a new technology that has just been released.

An official from the display industry said, “Considering the time required for panel production and the timing when Apple closes the season supply, it seems difficult for BOE, which received conditional approval in mid-September, to ship products within this year. It can only be interpreted that there is a difference in technology or mass production capacity that did not enter the company,” he explained. He added, “We need to be vigilant about how BOE has advanced, but we believe that it is false to say that BOE has caught up with all domestic companies.”

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