Overview
- Industry reports say Samsung is in talks with Chinese maker BOE to supply some OLED panels for the standard Galaxy S27, though no deal is final.
- The move is tied to a jump in DRAM and storage prices driven by AI demand, which has raised overall phone component costs.
- Samsung is expected to keep Samsung Display as the main source for S27 screens, with the Ultra model still using in-house panels.
- Reviewers note BOE panels have trailed Samsung Display on brightness and power efficiency, which could create visible differences between units if both suppliers ship.
- Samsung Display sells to Samsung’s phone division at market rates, making third-party panels attractive on price, and analysts say adding BOE could also affect Samsung Display’s leverage with big clients like Apple; Samsung has already used CSOT panels in the mid-range Galaxy A57.