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Apple is reportedly looking to move up to 30 million iPhone 14 OLED screen orders away from BOE, following the company’s changes to Apple’s specifications.
BOE allegedly changed the circuit width of the thin-film transistors (TFTs) on its iPhone 13, and was nabbed by Apple in February 2022. Apple stopped production and now BOE stands to lose all orders owed to it. get for iPhone 14.
According to The elect, unspecified sources say BOE has sent a C-level executive – so possibly the CTO, or possibly even the CEO – to Apple headquarters. He or she, along with an unknown number of employees, presented their case as to why they changed the design.
It’s unclear how Apple reacted, but The elect says that the BOE team has asked the company to approve its production of OLED panels for iPhone 14. He has not received a clear answer.
The elect estimates that BOE would have received 30 million orders without this incident. He believes that Apple is now more likely to place orders between Samsung Display and LG Display instead.
However, production on iPhone 14 screens isn’t expected to begin until June at the earliest.
The elect has a mixed track record on Apple-related stories. While it has a decent one on supply chain issues, like this, it has a noticeably poorer one on specific Apple plans or making inferences from the data it gleans at within the supply chain.