Recent news from the Korean industry indicates that Chinese panel maker BOE is actively seeking to become the secondary OLED screen supplier for Samsung’s next-generation flagship mobile phone Galaxy S27 series. According to the latest report from Korean technology media ZDNET Korea, this potential cooperation not only involves technical evaluation, but also reveals BOE’s pricing strategy in order to enter this top product line.
The report pointed out that SAMSUNG’s Mobile Communications Business Unit (MX) has already requested development information on the Galaxy S27 OLED panel from BOE and has been evaluating relevant test samples for more than a month. Informed sources from the industry revealed that BOE’s current technical progress meets the screen specifications of the Galaxy S27, and no major technical bottlenecks were encountered during the development process, which means that the product is feasible for actual mass production.
The biggest incentive for this cooperation is cost control. It is reported that the unit price offered by BOE for this batch of OLED panels is US$5 lower than the same level of panels produced by Samsung Display itself. From a corporate financial perspective, significantly reducing parts costs is undoubtedly a positive factor for the SAMSUNG MX department. However, this procurement change also caused internal concerns, because the switch to BOE panels may disrupt Samsung Electronics’ existing OLED ecosystem, and even directly impact the profit margins of its own display department and related parts suppliers.
Looking back on its past product layout, Samsung is no stranger to purchasing non-in-house screen panels. For example, the recent mid-range model Galaxy A57 used components from external companies such as TCL China Star Optoelectronics (CSOT). However, the flagship Galaxy S series has insisted on using its own panels for many years and has never used third-party products. (Source: https://zdnet.co.kr/)
