【情报来源】
原网址:
https://9to5mac.com/2022/05/20/apple-display-supplier-boe/
【情报内容】(国外新闻/情报请附上简单翻译)
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.
重点翻译:
在日前被发现京东方在未经苹果同意的情况下擅自修改iphone萤幕的设计
藉以达到降低成本提高获利
苹果已经立即停止所有该公司对iPhone 13萤幕的订单
京东方高层也紧急赴美说明以避免下个月要投产的iPhone萤幕订单被取消
而除了偷料事件之外
另外还有两个原因可能造成苹果不愿再与京东方合作的结果:
1.京东方手上库存的芯片数量不足
2.京东方的品管不佳,不良品过多
14pro系列的萤幕由三星提供这点应该是废话...
【介绍及心得】
嗯...
总之这结果一点都不意外
不如说前年底到底是怎么通过苹果认证的我还比较好奇