Chinese display manufacturer BOE has secured production capacity of roughly 100 million OLED panels annually for Apple's iPhones, according to industry sources. While BOE still lags behind South Korean giants Samsung Display (SDC) and LG Display (LGD) in technology, its rapid expansion is expected to undermine the bargaining power of the Korean suppliers in future negotiations with Apple
As the global race to develop next-generation semiconductor technologies accelerates, the United States and Japan are investing heavily in extreme ultraviolet (EUV) lithography equipment through public-private partnerships. In contrast, South Korea, constrained by limited budgets, is lagging in deploying cutting-edge tools, raising concerns that it may lose ground in the race for semiconductor supremacy
