Chinese display manufacturer BOE is reportedly set to construct a new display module factory in Bac Ninh, Vietnam to meet the rising demand for small and medium-sized OLED and LCD screens from Apple. The new facility, expected to be fully operational by 2025, will focus on producing a variety of small and medium-sized display modules such as organic light-emitting diodes (OLEDs) and liquid crystal displays (LCDs).
The module process is a crucial step in display production and involves assembling separate components to create a working panel. Once completed, the panel can then be combined with the final product.
The report suggests that Apple requested that BOE construct a display module plant in Bac Ninh province to simplify panel supplier factory audits. It is also expected that, by setting up manufacturing facilities in the region, suppliers of post-processing inspection equipment will be able to respond more quickly.
Initially, BOE is expected to supply OLED displays for the upcoming iPhone SE4, which is slated for release next year. The new generation of the iPhone SE is expected to feature a 6.1-inch OLED display, which is expected to sell for around USD 40, presenting BOE with an opportunity to expand its panel production.
The new facility in Bac Ninh province is expected to streamline the supply chain for small- and medium-sized display devices for Apple, as well as streamlining factory audits of Apple’s panel suppliers. The cooperation between the two companies will enable the development and evolution of display technology in the years to come, benefitting both companies.