According to recent reports from Korean media, BOE is actively seeking to enter Samsung’s smartphone supply chain and hopes to become the second OLED display panel supplier for the Galaxy S27 series. Samsung's relevant business departments have requested BOE for technology and development information on OLED panels for the Galaxy S27, and have been evaluating samples for inspection over the past month. According to industry insiders, judging from current progress, BOE can basically meet the OLED panel requirements of the Galaxy S27 series at the technical level, and there are no obvious technical obstacles yet.
In order to impress Samsung, BOE is said to have offered an attractive price plan: its single-chip OLED panel price is about $5 lower than Samsung Display’s existing supply price. From a financial perspective, if this offer is ultimately adopted, it will help improve the overall cost competitiveness of Samsung’s MX division. However, while bringing potential cost advantages to the terminal business, the industry is also worried that if part of the Galaxy S high-end flagship series switches to BOE panels, it may impact the existing OLED industry ecology within Samsung Electronics and weaken the profitability of Samsung Display and its component suppliers.
Currently, Samsung has tried to purchase OLED screens from external companies on some mid-range models. For example, the Galaxy A57 uses third-party panel suppliers including TCL Huaxing. But so far, the Galaxy S series flagship phones have not used panels not produced by Samsung Display. This has also made BOE's ability to truly break into this high-end supply system and whether it will eventually change Samsung's own flagship "self-supply" tradition become the focus of the industry.