Samsung Electronics has reported excludes major display panel supplier BOE. The decision to part ways is believed to be a mid-to-long-term strategy plan to cut all ties eventually. Samsung’s decision has already hurt BOE, with the company’s market share declining in the third quarter.
To be mentioned, BOE has provided 10% of Samsung’s TV panels in the first quarter of 2023. However, in the third quarter of the same year, Samsung’s Device eXperience (DX) division decided to exclude BOE from its supply chain for both TV and monitor panels.
However, Samsung Display has also filed a complaint with the U.S. International Trade Commission alleging that BOE had infringed on its trade secrets related to OLED panel and module technology. With this move, Samsung is expected to increase its cooperation with other suppliers, including LG Display, Sharp, and AUO.
