Recently, according to media reports, the impact of the chip shortage, Apple screen supplier Fang (BOE) in the production of OLED panels encountered the problem of insufficient supply of upstream accessories, resulting in a decline in iPhone phone screen production capacity. According to sources, the chip shortage will have a substantial impact on the OLED panel production of the party (BOE) in February 2022 or March 2022. Apple has ordered as many as 10 million OLED panels from Fang in the first half of 2022, and it is unclear whether the shortage will affect the supply of iPhones.
Fang receives display driver ICs from LX Semicon for Apple’s iPhone display panels, but LX Semicon’s production volume has not met its target. Due to the shortage of capacity at the foundry, LX Semicon will supply display driver ICs to LG Display first, and Fang’s OLED panel production is expected to be reduced by about 2 million to 3 million units from this month to next month. Currently, both parties involved are making official statements on the matter, expecting that the party will be able to resume production capacity as soon as possible and that the iPhone will not be affected too much as a result.