BOE: The company's shipment volume of 8-inch and above car display panels continues to rank first in the world; IPhone 15 Pro rendering: Forget about iPhone 14

1. BOE: The company's shipment volume of 8-inch and above car display panels continues to rank first in the world

Recently, BOE stated in an institutional survey that the company has been deeply involved in the field of in car displays for many years. According to data from a third-party consulting firm, BOE's in car display panel shipment area has jumped to the world's top in 2021, while the shipment volume of 8-inch and above in car display panels continues to remain the world's top.

BOE has launched flexible AMOLED, flexible multi screen, curved display, fully integrated display, and other in car display sub application areas such as automotive instruments, central control assemblies, entertainment system displays, head up displays, and rearview mirrors BD Cell、Mini LED、 A variety of highly representative cutting-edge technology products, including ultra large displays, have been widely applied to mainstream global automotive brands such as China, the United States, Germany, the United Kingdom, Japan, and South Korea, including both domestic and foreign traditional car companies, as well as "new car making forces" such as NIO, Xiaopeng, and Ideal.

In addition to in car display screens, BOE and its subsidiaries have signed strategic cooperation agreements with some car companies to jointly create a new ecosystem for future smart travel in the fields of intelligent cockpit display and intelligence, and work together to promote product innovation in the areas of in car display and interaction.

In terms of AMOLED business, BOE's flexible AMOLED business has developed rapidly in recent years. According to consulting firm data, the company's flexible AMOLED product shipments increased by nearly 50% year-on-year in the first quarter of 2022.

At present, BOE has developed multiple flexible AMOLED products with different forms such as folding, curling, and multi folding that can be applied to smartphones and laptops, which can meet the diverse needs of customers. BOE will gradually promote the mass production of corresponding products according to customer needs.

BOE stated that its flexible AMOLED business is one of the main growth points for future performance. With the continuous increase in shipments of flexible AMOLED products, it can continuously absorb depreciation and improve the company's performance.

In the field of smartphones, BOE's flexible AMOLED products have basically completed the introduction of mainstream global brand customers. In the future, we will mainly focus on achieving more product series coverage for customers and continuously improving the customer proportion of our company's products. At the same time, we will continue to promote the application of flexible AMOLED in new fields such as IT and automotive, and enhance the value and performance contribution of flexible AMOLED products.

In terms of Mini LED, BOE Mini LED backlight/direct display products have achieved mass production, and have launched glass based 75 inch 8K Mini LED, 34 inch glass based Mini LED MNT, 0.9mm pixel pitch Mini LED display products, etc., which have been supplied to downstream customers such as Skyworth, Konka, AOC, etc.

Regarding the trend of panel prices, BOE stated that since the second half of 2021, there has been a structural adjustment in panel prices, with TV and IT LCD product prices experiencing varying degrees of decline. Since the beginning of 2022, client demand has been affected to some extent due to external environmental uncertainties such as the Russia-Ukraine conflict and repeated domestic epidemics. The prices of LCD TV products continued to be under pressure in the second quarter, approaching historical lows and potentially clearing some of the industry's outdated production capacity. The prices of LCD IT products continued to adjust in the second quarter. With the arrival of the peak season in the second half of the year, the promotion pull, and the release of new products, demand is expected to improve.

In the future, the company will continue to maintain its competitive advantage through technological innovation, and continue to make efforts in the transformation of IoT innovation business, actively seize market opportunities, constantly explore new application markets, and strive for better business performance.

2. IPhone15 Pro rendering: Forget about iPhone14, this phone is worth waiting for

The design plans and ideas for Apple's future smartphones are no longer limited to the iPhone 14, but can be discovered from multiple aspects to see what the design ideas for future iPhones will look like. So some media outlets have also produced corresponding concept renderings based on the leaks, including rendering design drawings for the iPhone 15 Pro. In this rendering, the design concept of iPhone 15 Pro has been upgraded based on the iPhone 14 series, with significant changes in appearance and higher recognition.

There are many reports indicating that the iPhone 14 will adopt a screen punching scheme. The iPhone 15 Pro in this rendering still uses the screen punching scheme, but unlike the exclamation mark punching screen of the iPhone 14, the screen of the iPhone 15 Pro this time adopts a rectangular punching scheme, which includes multiple sensors. And it is also smaller in size. It seems that the front camera and FaceID module will not be cancelled on the iPhone and will continue to be used.

In addition to the significant design change of punching holes on the screen, the bottom of the iPhone 15 Pro has also removed the wired charging port and replaced it with a speaker and microphone at the bottom. Previously, there were reports that the iPhone 15 Pro would be equipped with a USB-C charging port, but based on the rendered design, the iPhone 15 Pro will directly cancel wired charging and ultimately rely entirely on wireless charging functionality.

If the iPhone 15 Pro relies entirely on wireless charging, then the speed requirements for wireless charging are relatively high. For example, the iPhone 15 Pro will upgrade the size of the wireless charging coil and increase the power of wireless charging to 35W. This way, the loss of wireless charging is minimized, and the corresponding wireless charging speed is faster. It is not difficult to see from the rendered image that the wireless charging coil position of iPhone 15 Pro has also moved up quite a bit, in the upper part of the body.

In addition to punching holes on the screen and canceling charging ports, the iPhone 15 Pro has a bolder move this time, increasing the number of rear cameras once again. It can be seen that in the small camera module, the iPhone 15 Pro has four camera lenses, and the LIDAR sensor is still retained. Of course, in addition to the upgrade in quantity, there are also significant changes in the hardware parameters of the lens, which will be directly upgraded from the original 12 million pixels to 48 million pixels. The combination of four camera lenses also ensures that the photography level of iPhone 15 Pro is further improved.

In addition, the iPhone 15 Pro also retains a killer skill, which is the integration of fingerprint recognition unlocking on the screen. In this way, the iPhone 15 Pro has two biometric encryption functions, FaceID and under screen fingerprint, making it more secure during use. Secondly, the processor of iPhone 15 Pro will adopt a brand new A17 bionic chip, which will have stronger performance and lower power consumption. The screen part is equipped with LTPO4.0 technology, which also makes the display effect of the 144 Hz refresh rate screen more outstanding, and greatly improves the battery life of the mobile phone.

After watching the rendering of the iPhone 15 Pro, I think I can forget about the iPhone 14. Only then is the iPhone 15 Pro worth waiting for.