Samsung Display has removed BOE from its OLED display suppliers as it shifted its reliance on Visionox and Tianma.
Samsung is looking forward to diversifying the panel suppliers by assigning OLED display supply to Chinese brands named Visionox and Tianma. According to the report from TheElec, the Korean tech brand will source OLED displays from Chinese brands over BOE.
The reason behind this decision is to diversify the supply chain, and another reason is a result of legal disputes, leading Samsung Elec to favor Samsung Display by boycotting BOE. According to the report, the company’s smartphone OLED demand for 2024 was estimated at 163.2 million units.
CSOT, Visionox, and Tianma are the other suppliers as the company ditched BOE to supply any displays. Samsung will attach OLED displays to its high-end Galaxy devices supplied by Samsung Display. Whereas the Chinese retailers will provide panels for mid-range Galaxy devices, such as devices belonging to the Galaxy M series.
Noticeably, Samsung and BOE had patent exchange views in the US and China,, and as a result, the legal battles souredrelations,s, which affected BOE’s OLED supply chain to Samsung. The supply decreased from 1.1 million units in 2022 to 600,000 units in 2023 and a zero unit this year.
Samsung Display ranks first globally in OLED display shipment with an estimated shipment of 327 million units this year. Its clients include leading smartphone brands; for instance, Samsung, Apple, Xiaomi, Oppo, Vivo, Google, Sony, and many others.
