[情報] 京東方可能將被移出iPhone螢幕供應商名單

iOS

132906

【情報來源】
原網址:
https://9to5mac.com/2022/05/20/apple-display-supplier-boe/

【情報內容】(國外新聞/情報請附上簡單翻譯)

The problems faced by tertiary Apple display supplier BOE appear to have gone
from bad to worse, according to a new report. The company is now in danger of
losing all orders for the iPhone 14.

Too many of the company’s displays were failing to pass quality control
checks, and BOE reportedly tried to solve this by quietly changing the specs
– without telling Apple …

Background
Chinese display manufacturer BOE was only ever third-placed in Apple’s supply
chain, behind Samsung and LG, but was still hoping to make as many as 40M
OLED screens this year for a range of iPhone models.

BOE hit two problems, however, which put this number in doubt. First, it was
struggling to buy enough display driver chips. As we noted previously, these
are one of the worst-hit components in the global chip shortage.

Second, BOE was experiencing poor yield rates – the proportion of units that
passed quality control.

Yield rates are always a challenge for Apple suppliers, as the company’s
specs are often tighter than those set by other smartphone makers. Even
Samsung Display, which has the most-advanced OLED manufacturing capabilities,
has at times had yield rates as low as 60% for iPhone displays.

Apple display supplier BOE tried to cheat
BOE was apparently experiencing such low yields that it decided to cheat, by
quietly lowering the specs on the iPhone displays it made.

Specifically, reports TheElec, it changed the circuit width of the film
transistors, presumably making them thicker, and thus easier to manufacture.
Unfortunately for BOE, that didn’t go unnoticed by Apple.

BOE tried to explain its actions, but it seems Apple was understandably
unimpressed.

Samsung remains the lead supplier, and is expected to make all of the higher-
specced displays for the iPhone 14 Pro and Pro Max models.

重點翻譯:
在日前被發現京東方在未經蘋果同意的情況下擅自修改iphone螢幕的設計
藉以達到降低成本提高獲利
蘋果已經立即停止所有該公司對iPhone 13螢幕的訂單
京東方高層也緊急赴美說明以避免下個月要投產的iPhone螢幕訂單被取消

而除了偷料事件之外
另外還有兩個原因可能造成蘋果不願再與京東方合作的結果:
1.京東方手上庫存的晶片數量不足
2.京東方的品管不佳,不良品過多

14pro系列的螢幕由三星提供這點應該是廢話...

【介紹及心得】

嗯...
總之這結果一點都不意外
不如說前年底到底是怎麼通過蘋果認證的我還比較好奇

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kouta1樓前陣子卓二才在那裡吹京東方好棒棒推爆 05/25 10:39
kouta2樓整天黑蘋果 還要蘋果幫認證某牌厲害 有夠矛盾 05/25 10:39
sjclivelo3樓做假資料過稽核 家常便飯了吧 05/25 10:42
oopsskimo4樓所以現在13 13mini的螢幕供應商是那家? 05/25 10:57
sky0075樓京東方偷吃的路數真差 05/25 11:01
kenkuo16886樓顆顆 笑死~ 05/25 11:19
xBox1Pro7樓那我手上的13是京東方嗎 05/25 11:31
ninjaxin8樓有方法可以檢查是不是京東方面板嗎? 05/25 11:36
u01112599樓cpu抽完換抽面板 05/25 11:43
kouta10樓Pro 不用抽 05/25 11:49
robin8082911樓起來!不願做Apple的奴隸 05/25 11:57
xBox1Pro12樓的人們 05/25 11:59
LouisWOLF13樓水、本代可以買 05/25 12:30
LouisWOLF14樓SoC抽完、抽ROM、再抽Display爽 05/25 12:32
kouta15樓基本上電子產品本來就會有多家供應商 05/25 12:37
shen161116樓京東方大約佔13螢幕供應的10% 05/25 12:39
shen161117樓但是要怎麼判斷螢幕的來源啊? 05/25 12:39
parislove318樓偷料?你真的有看原文嗎?京東方是加大TFT電路寬度 05/25 12:40
parislove319樓這樣易於生產 就成本來說還高一點 缺點是亮度飽和 05/25 12:40
parislove320樓度會有減損 反而壽命還會長一些 問題出在擅自更動規 05/25 12:40
parislove321樓格未告知 05/25 12:40
本人22樓原文直接說降成本喔 05/25 12:42
本人23樓成本提高應該是京東方的一面之詞 這部份要讓子彈再 05/25 12:42
本人24樓飛一會兒 05/25 12:42
本人25樓就算不是偷料好了 京東方的良率問題也超過蘋果的忍 05/25 12:43
本人26樓耐極限 05/25 12:43
parislove327樓然後1F少在那邊見獵心喜 人家拿得出高頻PWM調光面板 05/25 12:44
parislove328樓三星只供萬年240Hz低頻PWM閃瞎眼面板 就這點來說沒 05/25 12:44
parislove329樓有疑意 說出優劣就叫捧 這邏輯怪怪的 05/25 12:44
本人30樓如果你作這改動能提昇良率 那為什麼不先跟蘋果討論 05/25 12:44