On June 27th, according to South Korean media, BOE has the production capacity to produce 100 million iPhone OLED (organic light-emitting diode) panels annually.

BOE's monthly iPhone OLED panel shipments (data source: ubi research)

According to a report by market research firm UBI Research on the 27th, BOE currently has 26 module production lines specifically for Apple, of which 11 lines have entered mass production and the other 3 lines are dedicated module lines for development.

UBI Research states that if BOE dedicates its production core facility B11 line to iPhone production, with a 90% operating rate and 85% yield standard, it can produce 8 to 9 million panels per month, with an annual output of approximately 100 million OLED panels.

In the first half of this year, BOE's iPhone panel shipments were approximately 21 million pieces, an increase of 13% compared to the same period last year's 18.6 million pieces. It is expected that the shipment of iPhone panels will reach 24 million pieces in the second half of the year, and the annual shipment of iPhone panels is expected to reach 45 million pcs.

Meanwhile, BOE is expanding its production capacity for iPhone panels, and if it can successfully supply the iPhone 17 series, its shipment volume may further increase. However, it is expected that similar to the iPhone 16, the initial supply of new products will still face certain difficulties.

UBI Research researcher Jin Junhao said, "With BOE's increasing market share in the iPhone panel market, unit price negotiations between Samsung, LG, and Apple will also be significantly affected in the future. At that time, how Samsung and LG maintain their partnership with Apple will become the focus of attention

Gestant Display Technology Co.,Ltd. could provide a series of LCD,OLED and PCBA products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.

Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.

Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.

He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.

Gestant Display's products are widely used in Smart wear，Smart home，Outdoor photography，IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .