Overview
- Multiple industry reports say Samsung Electronics president Roh Tae-moon will visit BOE in China later this month to discuss display supply, though neither company has confirmed a deal.
- Reports indicate BOE is being considered to supply OLED panels for the base Galaxy S27 and that Roh’s visit could finalize that selection if technical and commercial terms align.
- Coverage says the talks may also cover resuming BOE LCD shipments for Samsung TVs, with one estimate of roughly 5 million LCD panels in 2026, but those figures remain unverified.
- The effort reflects mounting component cost pressure inside Samsung and a longer trend of using non‑Samsung Display panels in lower-tier phones while flagship panels have so far been supplied internally.
- BOE previously failed to win flagship OLED business in 2021 over display quality and unit-cost concerns and a past patent dispute with Samsung has only recently been resolved, so any supply move would hinge on BOE meeting Samsung’s quality and price requirements.