According to information learned by Display Supply Chain Consultants (DSCC), an authoritative information organization in the global display field, Samsung is negotiating with BOE to supply OLED panels for Samsung Galaxy smartphones. If it goes smoothly, an agreement will be reached as early as June.
Specifically, BOE will provide a 6.67-inch OLED screen for the S21 + (tentative designation) in the S21 series next year and a 6.67-inch FHD + OLED screen for the A91 mobile phone expected to be launched in the fourth quarter of this year.
Samsung Galaxy series phones have been buying panels from Samsung Display (SDI). DSCC believes this situation will soon change for the following reasons:
1. Samsung hopes to reduce panel prices and costs, especially considering its biggest competitors: Huawei, Apple and other manufacturers plan to purchase products from BOE or other suppliers.
2. Samsung hopes to diversify the supply chain to prevent disruptions in the supply chain caused by unexpected situations such as natural disasters
3. SDI can increase the price of external panels
4. Many brands such as OPPO, vivo, Xiaomi and other manufacturers want to buy more products from SDI. Relatively speaking, SDI can provide more reliable output and advanced technology.
5. BOE and Qualcomm reached an agreement on the ultrasonic fingerprint used by Samsung Galaxy
6. BOE has previously provided OLED panels for Samsung's smart watches
BOE has made significant progress in equipment technology and output, and has more and more flexible OLED production capacity. In the near future, BOE will not be the exclusive supplier of any mobile phone of Samsung, and will use multiple parties to purchase. DSCC also received news that in the near future, another supplier may also break into Samsung's supply chain, such as Huaxing Optoelectronics, which is related to SDI in the field of LCD TV panels.
