The Asianometry Podcast

BOE Technology: Apple’s Next OLED Supplier?


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Beijing Orient Electronics or BOE Technology Group as it is now called is a publicly traded display technologies company based out of Beijing.   With $19 billion in revenue, they are the world’s second largest OLED vendor and the biggest seller of flat panel displays. They are China's most advanced display technologies company - the only one equipped to produce LCDs in the 6th generation category or above.   They are a serious challenger to Samsung and LG Display and might supply the next iPhone. In this video I want to take a look at BOE’s development and how they are challenging the current display incumbents.   Links: - The Asianometry Newsletter: https://asianometry.substack.com- Patreon: https://www.patreon.com/Asianometry

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The Asianometry PodcastBy Jon

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