As part of Apple's plan to reduce its reliance on Samsung, the company wants to diversify its OLED supply chain by taking the Chinese OLED maker BOE into the mix. Up until now, Apple has relied solely on Samsung and LG, with the former taking the bulk of orders.
However, Apple's iPhone 15 production isn't going to plan as BOE panels are yet to meet the quality requirements. Reportedly, BOE's OLED production has inconsistent yields and there's a prominent light leakage around the cutout for the Dynamic Island.
Still, the report coming from TheElec suggests that BOE isn't completely out of the mix. It seems like the Chinese manufacturer is making progress, but it won't make it on time for the initial OLED order, so it will participate in later batches. As a result, Samsung will have to pick up the slack and will start production a month earlier than planned.
of course this is just a strategy to negotiate lower prices. people are going to buy the phones anyway and can't tell the difference. This also ensures that early reviewers get the good Samsung and LG panels and the plebs that follow get BOE
excluded is just a marketing or chosen vocabulary that has a negative impact to the subject but actually they r the ones who can t pressure boe for the desired prices !
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