Apple may use BOE OLED displays because of Japan's export restrictions on Korea

09 July 2019
Japan is restricting the export of certain chemicals that are key to the production of displays and semiconductors.

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Tef, 10 Jul 2019Yawn.......Sleep well...

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    • Anonymous
    • nm8
    • 10 Jul 2019

    Kangal, 10 Jul 2019Oh yeah, you're right. Sharp's stuff is pretty great. I fo... moreDamn... would've loved to see Pioneer come back to making TVs. Kinda off topic lol. But their Kuro stuff was amazing back in the day, both from a design and a performance perspective.

      Anonymous, 10 Jul 2019IGZO is from Sharp. Sharp is not part of JDi... Sony, Tos... moreOh yeah, you're right.
      Sharp's stuff is pretty great. I forgot that they rejected the JDI offer ages ago, alongside other prospective partners like Pioneer and TDK, probably for the better of their own businesses.

      Still, it's unusual to see BOE (and its shell companies) come out of nowhere and into one of the leading positions in the OLED market. I feel like there really was ill-gotten gains, so this comes at the expense of LG, JDI/JOLED, and even Sharp. There's some other players in Taiwan and Germany, but nothing substantial has transpired from these companies.

      PS: Not sure if IGZO is dead, the prototypes seemed promising, feels like even StandardOLED is dead and the winning technology is indeed AM-OLED.

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        • Anonymous
        • LQu
        • 10 Jul 2019

        Kangal, 10 Jul 2019Japan Display is a union of several large companies, and Ye... moreIGZO is from Sharp.
        Sharp is not part of JDi...
        Sony, Toshiba and Hitachi are.

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          • Drocx
          • nx2
          • 10 Jul 2019

          This explains why the ipad pros 2018 gets display burn in.

            Kangal, 10 Jul 2019Japan Display is a union of several large companies, and Ye... moreChinese stealing trade secrets, what a surprise.

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              • Anonymous
              • nm8
              • 10 Jul 2019

              Kangal, 10 Jul 2019Japan Display is a union of several large companies, and Ye... moreNah Japan ain't broke. Not by a long shot. They just haven't been investing in consumer-based things for years now, they'd rather invest in their own country and its infrastructure. Totally understandable, if you ask me. They've got great companies that are world renowned and respectable, time to focus (even more) to the country itself. Shinkansen etc etc.

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                • Norikun
                • s%%
                • 10 Jul 2019

                BOE cannot support all the demands from Apple. They can only support China volume with current production. If it continues maybe next year they can but not this year when Apple will launch products in September.

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                  • MICHEL
                  • rpH
                  • 10 Jul 2019

                  Joe Dickson, 10 Jul 2019Apple using inferior displays? Never! lolCome on Apple is using OLED panels made BOE company ,that's a great company known as the best panel provider..

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                    • Tef
                    • mXb
                    • 10 Jul 2019

                    Chinese Checker, 10 Jul 2019And my sarcasm on how people react to anything from Chinese... moreYawn.......

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                      • OSasmatteroffact
                      • u7V
                      • 10 Jul 2019

                      so Apple has used such display in their product this whole time? Thank God I never bought any iPad and Macbook for this whole time

                        Apple using inferior displays? Never! lol

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                          • Anonymous
                          • 4S2
                          • 10 Jul 2019

                          Out of Control, 10 Jul 2019'The Japanese make the best displays'. Nice joke. Not a joke but a fact.

                            Anonymous, 10 Jul 2019This dispute between Japan and South Korea has been going o... moreAnd my sarcasm on how people react to anything from Chinese company was lost in political correctness...
                            I know this all has been due to sanctions by S Korea on Japan due to their involvement in WW2, which Japan thinks are unfair cuz it has been around 75 yrs since the war...

                              Kangal, 10 Jul 2019Japan Display is a union of several large companies, and Ye... morearen't some Samsung workers quietly selling their technology

                              because some workers were brought to court or punished in Korea and BOE was not the only one but there were 4 companies

                                Japan Display is a union of several large companies, and Yes, they make pretty fancy stuff from those high-end IPS, IGZO, to OLED panels. Their biggest issue seems to be manufacturing rate, and investor funding (Japan Government is kinda broke).

                                Samsung Display leads the market here for OLED.
                                LG Display was poised to be Number 2, but they lost some major investments and are struggling now, leaving Samsung as the monopoly.

                                BOE has seemingly arisen from nowhere. But there have been some arrests, and a injection/lawsuit coming to either broker a license deal or ban BOE Displays. It was found that some of the crucial trade-secrets/IP from Samsung were stolen, and implemented at BOE factories. So that would be fun to see how these arise.

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                                  • Anonymous
                                  • 4f$
                                  • 10 Jul 2019

                                  Chinese Checker, 09 Jul 2019Seems fair but I think of a conspiracy: What if China plan... moreThis dispute between Japan and South Korea has been going on for years. Doesn't have anything to do with China. If anything, the Japanese govt probably saw this as a golden opportunity to bolster up their own OLED display companies and chip away at Samsung's monopoly.

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                                    • Anonymous
                                    • 2T0
                                    • 10 Jul 2019

                                    DantE O2, 09 Jul 2019i like apple innovations, they buy!How illiterate are you

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                                      • Anonymous
                                      • nm8
                                      • 10 Jul 2019

                                      Out of Control, 10 Jul 2019'The Japanese make the best displays'. Nice joke. Hush.

                                        Anonymous, 09 Jul 2019Apple could invest in either JD, Sharp or Panasonic, or eve... more'The Japanese make the best displays'. Nice joke.