When iPhone 11 and 12 sales weren’t going as well as expected, Apple was reportedly trying to appease Samsung with which it has fixed contracts for many millions of OLED display panels by expressing interest to order OLED screens for future iPads and Macs with the organic light-emitting diodes display technology.
The phase 3 production line at its B12 factory in China will start being equipped in April for making OLED screens panels for phones, tablets, laptops and cars. The production is aimed to be on the 8.5-Gen method with larger substrates and if BOE succeeds in pulling it off, on the dual-stack method.
Such an expansion could only be possible if BOE has some big clients lined up with introductory interest to buy, and Apple is the main candidate here as it already has a working relationship with BOE on iPhone panels, and may now be planning to diversify its iPad and Mac display suppliers as well.
