I have said that Samsung has been rigid now because Samsung has a lawsuit with BOE.We used to predict that because the two sides are still in a cracking situation, Samsung's LCD TV is likely to no longer purchase panels from BOE.From the perspective of all channels, our predictions are likely to be true. Samsung will no longer purchase BOE ADS panels and turn more purchase orders to TCL Huaxing Optoelectronics and LG.
Samsung had previously issued a lawsuit against BOE in the United States, saying that the OLED panel of BOE infringe up its own intellectual property rights, which also affected Apple's strategy for OLED panel procurement on iPhone;Your patent.This lawsuit should not be able to hit it for a while, but for the entire industry, it will definitely be affected.In the past, Samsung will purchase ADS panels here to produce its own LCD TV, including MINI LED high -end models, and many models have also used BOE ADS Pro panels.However, Samsung has gradually reduced the purchasing orders of BOE, and the number of BOE has fallen to about 10%in Samsung's procurement orders.Now Samsung has completely canceled the orders of BOE. From the perspective of the two relationships, this result can be expected.
Although BOE's orders account for not too much in the entire purchase volume of Samsung, considering that Samsung is a global TV manufacturer, it still has a lot of share.It is reported that these shares will be distributed to LG and Huaxing Optoelectronics, and AUO also hopes to get a little more orders.In this way, Samsung can still guarantee that there are two panels: VA and IPS panels in their own TVs.Of course, LG should have the most benefits. LG Display is hoping to become the top two manufacturers of Samsung TV procurement.Originally, LG was intended to close its IPS panel production line, but after receiving the continuous price increase stimulus of the LCD panel, and the increase in Samsung's orders, LG re -opened the production line of the Guangzhou panel.Samsung purchasing, LG's own LCD TV does not have to worry about the panel is not enough.Of course, there are also due to the weakening of this year's economy and the decrease in OLED TV shipments.
As for BOE, despite the loss of Samsung's orders, BOE should continue to rank TOP in the LCD panel shipments in China.However, the lawsuit with Samsung has a greater impact on BOE. In addition to losing the big client of Samsung, patent disputes may also allow BOE to lose more customers in the OLED market. Apple's current iPhone is mainly Samsung and LG.And next year's iPad Pro, it seems that only LG and Samsung's double OLED panels will be used for the time being.Before the lawsuit or the two parties did not reconcile, the development of BOE may have some trouble.
Sanquan Technology agent distributed Samsung Electronics for more than 20 years.
