BOE is trying to lure Samsung with lower-priced Galaxy S27 series OLED panels | Infinium-tech

An interesting report emerged from Korea last week, claiming that BOE is actively trying to enter Samsung’s supply chain as a secondary display supplier for the Galaxy S27 series. A new report from ZDNET Korea More details have been shared on the matter, including BOE’s offer to Samsung and the potential implications of the deal.

Samsung’s Mobile Experience (MX) division has sought information from BOE regarding OLED panel development for the Galaxy S27 and has been evaluating samples for over a month. According to unnamed industry insiders, BOE is on track to meet Galaxy S27 OLED panel requirements, with no major technical difficulties in BOE’s way.

More importantly, BOE has reportedly launched its OLED panels at a price $5 lower (per unit) than Samsung displays. From a financial perspective, the move will be favorable for Samsung MX, but at the same time, there are concerns that the move to BOE panels will disrupt Samsung Electronics’ OLED ecosystem, including the profitability of the display division and its component suppliers.

As a reminder, Samsung is already purchasing OLED panels from outside companies like TCL CSOT for its Galaxy A57, but the Galaxy S series has never used non-Samsung panels.

Source (in Korean)