According to Bopantang reports, Samsung Display has internally confirmed that the Bank of China has no goods to ship in April, but in the first half of the month, it only notified orders of delayed shipments. At present, all offline agents have received notices that there will be no supply this month, and all previous orders in April are invalid, including Guoda Hanlinhui and JD.com's supplier Samsung Pengtai.
In addition, Hanlinhui officially resumed overseas shipments on April 13, but canceled all subsidies, which means that the price increased by about 100 yuan, which was partly due to the digestion of its own inventory. Although Samsung Pengtai continues to supply to JD.com, it is no longer able to pick up the goods and is also in a state of inventory consumption.
At the beginning of this month, there was news that due to the overall internal strategic adjustment of Samsung China, Samsung’s display products were implicated by the department and faced a huge crisis. The worst result may be that it will withdraw from the Chinese mainland market. There are currently various rumors within the Samsung channel system, including:
The display belongs to the black electronics department, and Samsung China's home appliances department has basically determined to completely withdraw, so the display is very likely to withdraw due to joint ownership issues.
Samsung has been in contact with JD.com and does not rule out the latter taking over, but it seems not so willing. It is also possible to operate through SAIF Group, which has just taken over the online operations of LG brand home appliances.
Samsung may only retain its mobile phone and storage departments in the Chinese market in the future, and all other departments will be abolished.
As Samsung Display, Guoda Hanlinhui has received similar news and has begun to completely stop shipments, waiting for official confirmation.
Considering the strong technical strength of Samsung Display itself, coupled with the overall performance growth in the domestic market last year, if it finally passively withdraws, it will definitely be a big loss for PC players.