Foreign media said in the report that the OLED panels produced by BOE for Apple iPhone have decreased significantly since February. The initial reason is the shortage of display driver chips. BOE purchases display driver chips from LX semiconductor, but BOE faces competition from LG display, which supplies more to LG display.

According to sources, the shortage of display driver chips can not explain the sharp decline in BOE’s iPhone OLED panel production, and there are other reasons.

Foreign media also said in the report that the OLED panel produced by BOE for Apple’s iPhone fell sharply. It is likely that BOE modified the design of OLED panel by expanding the circuit width of thin-film transistor, which was found by apple, which may lead to Apple requiring BOE to stop production.

However, foreign media also mentioned in the report that although BOE’s OLED panels produced for iPhone have decreased significantly, their B11 factory, which produces OLED panels for iPhone, is still in operation.

In addition, foreign media also mentioned in the report that apple is unlikely to exclude BOE from the list of OLED panel suppliers. BOE continues to be Apple’s supplier and can put pressure on Samsung display and LG display to reduce their OLED panel prices.