Apple’s MacBook and iPad screen provider is looking to challenge Samsung’s and LG’s OLED ctrol over the iPhone, giving Apple another supplier to take advantage of price negotiatis.
BOE Technology has been providing screens for Apple since 2015 and is the world’s leading producer of LCD displays for laptops. According to sources familiar with the matter, the company is seeking to establish itself in the supply of OLED for the iPhone, Apple Watch and all that the company plans to use with this technology.
According to a report from the Wall Street newspaper company could supply panels as early as 2020. It already manufactures them with a performance of about 70% and provides screens for the Mate RS smartphe.
This efficiency of 70% is the sine qua n of the profitability of the producti of screens. However, it is unclear if the company can maintain that if it reaches the volumes that Apple would need for the iPhone.
BOE is the ly Chinese company to offer screens to Apple. It is also ctrolled by the Beijing City Government, whose major shareholders are state-owned companies.
The date of 2020 may be too late. According to rumors, Apple would examine other technologies, including quantum dots and micro LEDs.
The success of LCD manufacturing does not guarantee the ability to produce OLED displays.
A traditial LCD is csidered transmissive – individual elements change color, but are at the mercy of matching backlight technologies for presentati. OLED displays are emissive, which means that each pixel is its own light source, the brightness can be set per pixel.
As a result, OLED technology also has significant improvements in energy efficiency compared to LCDs. For example, a black pixel does not csume energy – this also opens up other uses for an OLED screen, such as using ly a small porti of it for cstant display of time and notificatis, with minimal impact battery life.
Without backlighting, an OLED display may be thinner than competing technologies, all other factors being equal. OLED respse times can theoretically reach 0.01 millisecd, compared to 1 millisecd for modern LCDs.
The producti is more complicated than the LCD, even a grain of dust completely destroys a screen during the initial producti. The cost of building each screen always exceeds that of an LCD screen.
The impact of water is a major problem for OLED displays during producti and use. Even a small amount of water in ctact with the organic substrate of the screen can immediately damage the screen, requiring replacement.
Partly because of these factors, LG has been slow to transfer its manufacturing lines to new technology. As a result, rumors about LG’s involvement in the producti of OLED screens for the Apple iPhone took a lg time to develop.