BOE

According to renowned leak expert Ice Universe, BOE is in discussions with Samsung about supplying OLED panels for the entry-level Galaxy S27. BOE has offered a price that is $5 (€4.6) lower than Samsung Display. Samsung Electronics has already sent BOE a request for information and is evaluating samples. This indicates that the Chinese manufacturer is being seriously considered as a potential supplier. BOE's strategy is clear. Chinese smartphone manufacturers are reducing their orders, so BOE is using aggressive pricing to make up for lost volume with increased sales to Samsung. The $5 (€4.6) difference might seem small, but when multiplied by the volume of Galaxy shipments, it translates to tens of millions of dollars. If the deal goes through, Samsung Mobile will secure cheaper panels. Meanwhile, Samsung Display will face direct price competition from its own parent company. This could impact Korean component suppliers that are linked to Samsung Display. Source: https://twitter.com/UniverseIce/status/2057721853649854933 BOE is already in talks with Samsung Electronics about supplying OLED panels for the base model of the Galaxy S27. According to BOE, the price is $5 (€4.6) lower than Samsung Display. Samsung Electronics has already sent BOE a request for information and is evaluating samples. This indicates that the Chinese manufacturer is being seriously considered as a potential supplier. BOE's strategy is clear. Chinese smartphone manufacturers are reducing their orders, so BOE is using aggressive pricing to make up for lost volume with increased sales to Samsung. The $5 (€4.6) difference might seem small, but when multiplied by the volume of Galaxy shipments, it translates to tens of millions of dollars. If the deal goes through, Samsung Mobile will secure cheaper panels. Meanwhile, Samsung Display will face direct price competition from its own parent company. This could impact Korean component suppliers that are linked to Samsung Display. Source: https://twitter.com/UniverseIce/status/2057721853649854933