Apple’s new iPhone 12 will be consisted of 4 models, and all 4 models are expected to adopt OLED. The general lineup of the iPhone 12 is the 5.4 inch iPhone 12 and the 6.1 inch iPhone 12 Max, and the pro lineup is the 6.1 inch iPhone Pro and the 6.7 inch iPhone Pro Max.
Recently, rumors are floating that BOE will supply OLED of 5.4 inch and 6.1 inch general models, and Samsung Display will supply OLED of 6.1 inch and 6.7 inch pro models. Due to the news that Chinese OLED panel manufacturer BOE is supplying OLEDs to Apple, the interest of OLED-related companies such as light-emitting material companies and component companies is growing day by day.
According to UBI Research, BOE is developing 5.4 inch and 6.1 inch OLEDs, but has not received any calls from Apple. In the current situation, Samsung Display plans to supply 5.4 inch, 6.1 inch, and 6.7 inch OLEDs, and LG Display and BOE are developing 6.1 inch OLEDs.
The BOE hasn’t gotten a clear call yet, but there’s plenty of time left for the mass production of the iPhone 12, so there’s plenty of room for the BOE to get a call from Apple. While the production of the iPhone 12 is likely to be delayed by about a month due to the corona incident, it usually takes 4 ~ 5 months from the OLED panel test to the mass production of the set, so there is enough time.
Related information can also be found in the recent report of ‘change in OLED market by coronavirus’, published by UBI Research.