Market news, TCL senior management will approach Apple, the outside world believes that this move is aimed at trying to make its Huaxing Guangdian (CSOT) into the Apple supply chain. Currently, Huaxing’s biggest domestic rival BOE has been supplying display panels, including LCD and OLED, for Apple’s iPhone, MacBook, iPad, Apple Watch, etc.
It is reported that this time Huaxing photoelectric hope to start from the LCD-equipped entry-level iPad, MacBook and other products to establish cooperation.
In fact, Apple is very good at managing the supply chain, which includes the introduction of competitors to reduce supply risks while pulling down low prices, TCL Huaxing seems to be their still good force to hold BOE and even LG.
In addition, playing into the fruit chain is also invariably a quality endorsement, because of the huge sales and attention, Apple not only their own strict quality control standards, coupled with a large number of users to monitor, the manufacturers themselves also bring pressure and motivation.
Analysts predict that BOE will become the largest LCD panel supplier for iPad this year, while LG Display occupies the position of the first supplier of MacBook LCD panel with a 55% shipment share.
