Apart from China and the United States, Japan and South Korea are also engaged in a trade crisis at the moment. This has already reportedly affected the production of Samsung's upcoming Galaxy Note 1
Apple was currently sourcing the entire OLED panel requirements for the iPhone X / XS lineup from Samsung. The latter is the leader of the OLED display market, with almost no competition in sight. Apple even paid Samsung a hefty penalty for not buying as many OLED panels as it had first promised. But in an attempt to save the supply chain from any disturbances caused by the trade war between South Korea and Japan, Apple appears to source OLED panels from China's BOE.
Although this is not the first time we hear plans for Apple to buy OLED panels from a vendor other than Samsung, the task is harder than it seems. Apple has been trying to source OLED panels from LG Display and other vendors over the last couple of years now. But, apart from Samsung, there is no other company currently capable of mass-producing quality OLED panels that meet Apple's requirements. This has been a major problem that has prevented Apple from diversifying the OLED panel supply chain.
The company tends to rely on several vendors for key iPhone components to diversify the supply chain. However, due to Samsung's monopoly on OLED panels, it has not been possible to do so. Although Apple is ready to source OLED panels for iPEs from BOE, the latter must first make sure it meets the Cupertino company's requirements.
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