BOE Reportedly Failed to Deliver First Shipment of OLED Panels for 'iPhone 12'

[realeric]

That’s a great news. I don’t want to use any knockoff made in china.

 

[deconstruct60]

5.4” iPhone is the most exciting iPhone news since 2014 for me.

Oops. Sorry about that. Transcribing all those 6's in the other sizes crept into the 5. This should be pretty close to the SE 2020 ( iPhone 8 ) size.

 

[deconstruct60]

I wouldn’t be so sure the base iPhone 12 models will get the newer design language. Usually Apple keeps the past year’s design on lower models, while adding a newer design to the flagships. This assures they don’t put all their eggs in one basket.

This won't be as much a "lower" model as a smaller mode. It will be pretty close to the SE 2020 ( iPhone 8 ) in size and probably will need something "new" to separate the two as the SE 2020 is closely adhering to the iPhone 8 enclosure. Probably can't be as simple as touch ID ( SE) and FaceID ( iPhone 12 'entry').

The base iPhone 12 model is response to the folks who don't want to be on the ever bigger phone bandwagon. It isn't "lower" as the SE 2020 and whatever iPhone 11 model(s) they don't send into retirement that is left after the rollout.

the Pro prices aren't the new 'normal' phone prices. It still is probably going to be relatively high priced ( ≥ $599 ) in the context of broader market normal phone price

Personally I would love the flat edges in a 5.4 inch package, but I don’t have my hopes up.

Antenna requirements for the pragmatically 1/2 dozen radios (plus space soaked up with wireless charging receptor ) there may bring that back.

 

[plek]

Displays from BOE were also considered by Samsung for the S30, but rejected after failing quality tests.

 

[pers0n]

I guess Tim Cook will order them to chain up the workers to get it done

 

[az431]

I'd be concerned about initially poor quality control pass rate.

This news makes you wonder if third parties like Amazon drop the price on the iPhone 11 Pro in the new year (as the Xs has been running at some really decent money off until recently) that there would be a decision to make for buyers looking at iPhone 12.

The 11 Pro uses the Samsung panel as far as I know.

You would? Are you a materials or quality control engineer? Do you even know what it means to fail QC, or whether it is normal at this stage of pre-production?
[automerge]1591976127[/automerge]

This is how Apple trying to squeeze profit Might have backfired... Everyone in the industry knows BOE is not yet a reliable player in OLED market yet... just go with Korean suppliers!

I don't think "everyone in the industry" got your memo because BOE is the second largest producer of OLED panels behind Samsung, has been producing OLED panels since 2001, and is on track to double their market share by the end of this year.

There is simply zero truth to your post. Zero.

Japan’s Sharp to Withdraw from Smartphone OLED Panel Business

Japan’s Sharp will eventually withdraw from the business of manufacturing organic light-emitting diode (OLED) panels for smartphones. The company lost the comp

www.businesskorea.co.kr

BOE OLED phone panel global revenue share will hit 12% by the end of the year

BOE phone OLED panel global revenue share will hit 12% by the end of the year. The company will probably be far behind Samsung but closer to LG

www.gizchina.com

 

[Cosmosent]

BOE displays would have "tainted" the iPhone 12 product line !

In other words, this is a BIG positive !

 

[az431]

This is no surprise. In both my experience and according to hardware test sites, BOE makes the lowest quality LCDs among all primary component manufacturers.

This article is about OLED displays, not LCD.

But just for grins, post a link to one of the hardware test sites you allege states that "BOE makes the lowest quality LCDs"

 

[macfacts]

If Samsung is the only supplier, they can charge Apple any amount for the screen (until Apple doesn’t make a profit) because the iPhone is dependent on them as a supplier. 2 or more suppliers allows Apple negotiating power. As long as the quality control standards are high, it doesn’t matter who the manufacturer is. It seems like Apple is keeping the standards high given how hard it has been for other companies to make Apple OLED displays at high yield.

So people believe the iPhone is made in USA?

 

[sublunar]

You would? Are you a materials or quality control engineer? Do you even know what it means to fail QC, or whether it is normal at this stage of pre-production?

I expected your reply to go into a bit more detail as you've just implied that you are a materials or QC engineer. Or know one.

A high fail rate for production units means lower stock and higher production costs, ok if they are ramping up you can expect a bit more wastage early on. BoE already appear to have a poorer reputation than Samsung (which is fair enough as Samsung are the market leaders here) but I'll bet Apple won't be happy either way.

Thing is, would you be happy as a consumer if a BoE panel from your iPhone 12 failed? Apple would be livid.

 

[magicman32]

All I know is that I have had no issues with BOE displays on the Mate 20 Pro or P30 Pro. Thought they looked great. They were even sought after on the Mate 20 due to the “glue-gate“ issues LG had on their early batches on the Mate 20 Pro.

 

[xh116]

BOE is from my city(I do hope it work with more big companies. )
Neutrally speaking,
1, As an end user, we can just trust Apple has its own strict quality test. and if apple uses BOE display, We may get more reasonable prices. (if Apple keeps the same profit rate).
2, And because of the competition, Samsung or LG will also expedite their new technology faster to win APPLE back,
We may use new iPhone with better display. BOE will do the same.
3, So, end user will win.

 

[44267547]

Hopefully this doesn’t delay things even further because I can’t wait even more time to use a modern-looking and feeling iPhone that fits into my hand since the 5s

Even further? If anything, I’d say the iPhone might have a staggered launch this year, similar to what we saw with the iPhone X launching in November 2017. I don’t think this rumor would cause an initial delay, which with production issues, it seems like they caught this ‘early on’, not to mention, mass production usually starts in July.

 

[T-R-S]

as someone who has frontline experience working with Asian mass manufacturing QC continues to be their single biggest issue. You have to micro manage the suppliers to deliver a quality product - the bigger the stick you have the better your results and Apple can make or break a lot of smaller to medium sized suppliers

 

[Piggie]

The BOE panels were not meant for the flagship Pro models. If a company could use cheaper parts at a quality good enough, they of course they will.
Yes, they want to make the best quality phone but that quality depends on the price.

Not sure that sounds very nice.
Cheaper lower quality displays for our non flagship models.
But Apple always says it's makes the VERY best it can.

A bit contradictory.
I'd 100% agree, if it was like $10 vs $110 per screen but it's not

Samsung screen (arguably the best) $110 cost to Apple
BOE screen, not as good, according to reports = 20% cheaper
Which would be $88 cost to Apple.

Many people, these days may keep their iPhone for 2, 3, 4, 5 years even.
How many here would want a poorer screen for all those years for the sake of $22 plus Apple's mark up.

 

[Taipan]

Everyone in the industry seems to agree Samsung currently makes the very best panels on the market.

Apple wants to make the best quality phone they can, as they keep saying.

So let's cheap out and use non Samsung panels as we can get some cheaper by someone else, as long as they are "good enough"

Sorry, but I don't like that thinking, esp when you consider the GIANT markup Apple puts on all the components anyway.

Seems like you chose to ignore the actual point of the story, that Apple declined them.

 

[high heaven]

Made in China lol

 

[Piggie]

Seems like you chose to ignore the actual point of the story, that Apple declined them.

That is the headline, indeed.
But would be nice to know why exactly.
I'm sure Apple would never gone this far unless they had seen samples that were good enough quality to be acceptable for the non flagship model iPhones.
Wild guess, but perhaps it was a quality control issue and they could not guarantee enough panels were up to the agree'd standard.
It's always annoying with news stories that you just get headlines, which makes you jump to a theory.
When what we'd like to know is exactly what happened.

 

[I7guy]

So people believe the iPhone is made in USA?

Probably people believe Apple designs it’s product in the USA and has someone else manufacture them to its specifications.

 

[Val-kyrie]

This article is about OLED displays, not LCD.

But just for grins, post a link to one of the hardware test sites you allege states that "BOE makes the lowest quality LCDs"

I am happy to oblige. I already posted links about the quality of both LCD and OLED panel manufacterers here.

 

[aleni]

Oops. Sorry about that. Transcribing all those 6's in the other sizes crept into the 5. This should be pretty close to the SE 2020 ( iPhone 8 ) size.

I hate phone sizes after the introduction of the iPhone 6. I think iPhone 5 with a X like full screen will be the best iphone ever for me. I realize though that it’s hard to cramp more features and good battery life into something as small as the iPhone 5. So the iPhone 6’s size with a full screen would be great.

 

[Anaxarxes]

The transition to Arm on Mac was announced in 2007 when Steve Jobs mentioned the iOS runs on the foundation of OSX.

So, in the past 13 years, the development of OSX was living a secret life like they announced in early 2000s on transition to Intel.

The transition will not be slow. It'll be much faster than PowerPC -> Intel. All software developers have their pro software already ported to ARM (Adobe, AutoDesk etc) So there would be no reason tom start slow and ease this, so 1-2 models in 2021 and all Mac ecosystem on ARM in 2022.

 

[Dozer_Zaibatsu]

Made in China lol

I am genuinely curious why it seems to be that all electronic manufacturing HAS to be made in China? I realize OLED is intensive manufacturing, but is it so dependent on the cheap labor there? Are there hard reasons why OLED cannot be manufactured in Michigan or Tijuana or Santiago?

 

[high heaven]

I am genuinely curious why it seems to be that all electronic manufacturing HAS to be made in China? I realize OLED is intensive manufacturing, but is it so dependent on the cheap labor there? Are there hard reasons why OLED cannot be manufactured in Michigan or Tijuana or Santiago?

Because of the price and skill.

What's the minimum wage in those cities compared to China? America or Europe is clearly not ideal for manufacturing products cause labors are expensive to hire even for simple tasks.

China had been manufacturing for other companies for a long time. And now, it's hard to change the location other than China since Chinese labors are highly skilled

 

[Anaxarxes]

I am genuinely curious why it seems to be that all electronic manufacturing HAS to be made in China? I realize OLED is intensive manufacturing, but is it so dependent on the cheap labor there? Are there hard reasons why OLED cannot be manufactured in Michigan or Tijuana or Santiago?