BOE resumes the OLED panel to Apple, and who has the shame?

BOE was confirmed that it would continue to supply OLED panels to Apple. This was ripped off the shame of the domestic supply chain by all parties. However, this shame is controversial. So who has the shame?

The domestic supply chain is now quite complete. Low -end mobile phone cases have already occupied most of the market. Apple's rear glass shells and fuselage frameworks are supplied by domestic manufacturers. Through the low -end accessories market, domestic mobile phone supply is now available. Today's domestic mobile phone supply The chain has gradually penetrated upstream.

At present, domestic mobile phone supply chain can provide radio frequency IC, mobile phone chip, OLED screen, storage chip, etc. The technology of domestic mobile phone supply chains is rapidly upgraded. But it is more and more dependent on Apple, because Apple can provide them with sufficient profits, and then invest in technology research and development to improve the core competitiveness.

Ophei, who had previously controversially revealed this, was exposed to this. When Ophi Guang was supplied to Apple, the performance was good and the profit was positive. But 90 % plummeted, proved that Apple was its main source of profit.

Another domestic upstream chip company Wei Capona also proves this. Wei Capona is the largest radio frequency IC design enterprise in China. Only 4.3%, which was previously losing money. The low profit margin lies in its customers almost domestic mobile phone companies, and even the profit of the market share advantages is so low. Not even better.

Now talk about BOE, BOE entered this industry by acquiring the modern 3.5 -generation LCD panel production line in South Korea in 2003. However, it is quite difficult in the six years since then. Through the 8.5 -generation LCD panel production line that reached the world's mainstream levels that year, in 2017, it put into production in the world's most advanced 10.5 -generation LCD panel production line, and then became the world's largest LCD panel company in 2018.

In 2017, BOE also put into production OLED panels. In the past few years, it has been providing OLED panels for domestic mobile phones. However, although it has been reported to have doubled profits from time to time before it became an apple supplier. Apple supply chain, and it only provides an OLED panel to Apple, this year it earns profit is equivalent to the sum of the previous 10 years.

In contrast, BOE has become the world's largest LCD panel manufacturer to supply LCD panels for domestic TV and Samsung, and also supply OLED panels for domestic mobile phones. The profits obtained by OLED panels can be seen from the rich profits of Apple to suppliers.

Becoming Apple's supplier is also conducive to improving the bargaining power of the company. The industry knows that Apple has the highest requirements for components' technology and quality. It becomes Apple's supplier that the component of this company has reached the top level. At the same time, Apple has Apple At the bottom of the way, other domestic mobile phones cannot be too ruthless in terms of price pressure, which is conducive to increasing the profit of the enterprise.

It is not difficult to understand why the domestic supply chain strives to be a supplier of becoming an Apple. Only by becoming an Apple supplier can we get richer profits and continue to innovate and enhance competitiveness. It is because of this reason how difficult it is. Domestic supply chains are the highest goal of becoming Apple's supplier.

In general, the so -called shame cloth is not actually the supply chain, but the shame of domestic mobile phones. Domestic mobile phones always say that they are developing with domestic mobile phone supply chains. However, in fact, they can give the supply chain profit too low. Profit does not help domestic supply chain to enhance technology research and development strength, and only the suppliers of Apple can obtain more profits, and there is also a continuous innovation capital.

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