South Korean media "ET NEWS" recently quoted industry sources as saying that China's largest display panel maker BOE is seeking OLED panels for Samsung Electronics suppliers.
The industry source said: 'BOE is looking display panel Samsung Galaxy Watch smart watches supply OLED.' Reported that the move means that two South Korean display panel maker LG Display and Samsung Display will directly challenge the BOE.
Previously, BOE who have been supplying Samsung LCD panel, never from the supply through the OLED panel. The report also said that the BOE also plans to supply OLED panel is released later this year, Huawei Mate Pro flagship smartphone.
In fact, there were foreign media reports in July this year that Huawei has reached a cooperation with BOE, and BOE will supply some screens for Huawei Mate 20 Pro. The report also said that BOE will provide Huawei with at least 1 million flexible OLED screens.
According to industry insiders, this means that Huawei's high-end flagship mobile phone Mate 20 Pro may adopt BOE's screens in the future, which means that the screen supply of high-end products of Chinese mobile phone manufacturers will no longer be subject to Samsung and other foreign companies.
BOE began producing the sixth-generation OLED panel for the first time in May this year. It is reported that due to the complicated manufacturing process, the current product yield remains at about 30%.
Currently, Samsung produces about 300,000 to 1 million smart watches every month. According to industry insiders, for BOE, this will be a very attractive business. At the same time, it can also flatten OLED panels for other Samsung products. Road, especially smartphones.
Sina Technology