BOE to Supply Samsung with OLED Displays?
According to a report from China, BOE (200725.CH) is expected to be supplying Samsung Electronics with flexible OLED displays. The Samsung M series is a very low-priced line intended for the Indian market, with prices ranging from $460 (M62) down to $96 (M02s) and was recently announced and released this month, however the only one that we believe is based on a OLED display is the M62, the highest priced model, with the others based on LCD. The report indicates that BOE will be providing flexible OLED displays for the series, which would seem to imply the M62 model, the only one able to absorb the higher cost of an OLED display.
That said, it would be an unusual situation for Samsung, the parent of Samsung Display (pvt), to bypass its own subsidiary in favor of a foreign competitor, unless BOE is offering a highly discounted price to garner favor with Samsung, which the report intimates. Logic holds that if BOE were to undercut SDC’s potential price for the flexible 6.7” OLED display, it would be in Samsung’s best interests to take the offer. Of course the article applauds BO’s quality as the basis for the implied contract, but also notes that BOE gave Samsung a ‘shocking’ offer. If true, this would be the first time a supplier other than SDC has provided flexible OLED displays to Samsung and would certainly help BOE fill the gap left by the reduced orders from Huawei )pvt).
That said, it would be an unusual situation for Samsung, the parent of Samsung Display (pvt), to bypass its own subsidiary in favor of a foreign competitor, unless BOE is offering a highly discounted price to garner favor with Samsung, which the report intimates. Logic holds that if BOE were to undercut SDC’s potential price for the flexible 6.7” OLED display, it would be in Samsung’s best interests to take the offer. Of course the article applauds BO’s quality as the basis for the implied contract, but also notes that BOE gave Samsung a ‘shocking’ offer. If true, this would be the first time a supplier other than SDC has provided flexible OLED displays to Samsung and would certainly help BOE fill the gap left by the reduced orders from Huawei )pvt).
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