The trade war between Japan and South Korea pushed Apple to use OLED screen panels from Chinese manufacturers, BOE.
Restricting Japanese exports to South Korea may cause Apple to worry. It may disrupt the production of OLED panels in the country, affecting both Samsung and LG. Clearly this is bad news for the plan to use OLED screens on all Apple iPhone 2019.
There have been rumors that Apple is negotiating with China's BOE manufacturer to reduce dependence on Samsung (the company has produced screens for iPhone XS). It is known that Japan Display Inc will provide small OLED panels for the next Apple Watch, but the Japanese company has no capacity to produce large OLED panels. Therefore, Apple plans to turn to cooperation with BOE.
BOE is the main supplier of OLED displays for Huawei Mate 20 Pro and has created a folding screen for Mate X. In addition, BOE has been the screen for Apple's iPad and MacBook (LCD).
A source said two new BOE production facilities are being prepared for operation: B11 fab by the end of this year and B12 by 2020. These facilities will focus on producing flexible OLED displays. .
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