BOE in Talks to Supply W-OLED Panels to Samsung for Monitors

BOE is in talks with Samsung to supply W-OLED panels for monitors. Samsung asked BOE about supplying W-OLED for TVs during the talks. BOE has a pilot line in China that can handle W-OLED panels for monitors but not TVs. LG Display has a much larger capacity for W-OLED, and Samsung currently only uses QD-OLED from its subsidiary Samsung Display for its OLED monitors. It remains to be seen if Samsung will accept BOE's offer.

In a significant development, BOE Technology Group has been in discussions with Samsung regarding the supply of W-OLED (White Organic Light Emitting Diode) panels for monitors. During these talks, Samsung inquired about BOE's capability to supply W-OLED panels for TVs. BOE currently operates a pilot line in China that can handle W-OLED panels for monitors but lacks the capacity for TVs. Meanwhile, LG Display has a more substantial capacity for W-OLED, and Samsung primarily uses QD-OLED from its subsidiary Samsung Display for OLED monitors [1].

Samsung's interest in BOE's W-OLED capabilities for monitors comes at a time when the company is expanding its foldable and flexible display offerings. Samsung recently announced its 2025 foldable smartphone lineup, including the Galaxy Z Fold7 and Galaxy Flip7, which feature advanced LTPO AMOLED displays [2]. This expansion highlights Samsung's commitment to leveraging cutting-edge display technology to enhance user experience and product differentiation.

The potential collaboration between BOE and Samsung could have significant implications for the display market. BOE's W-OLED technology is known for its high efficiency and brightness, making it an attractive option for high-end monitors. However, Samsung's current reliance on QD-OLED for monitors indicates a preference for a different technology, suggesting that the decision to accept BOE's offer will depend on various factors, including cost, performance, and strategic alignment [3].

As the OLED market continues to grow, particularly in the smartphone and wearable sectors, the competition among display manufacturers is intensifying. BOE's recent expansion into the foldable display market, driven by a 10.7% increase in small-area OLED shipments in Q1 2025, underscores its ambition to capture a larger share of the market [4]. Meanwhile, Samsung's leadership in the foldable display market, with a market share of 52% in Q2 2025, positions it as a key player in the OLED landscape [5].

In conclusion, the talks between BOE and Samsung for W-OLED panel supply for monitors present an opportunity for BOE to expand its market reach and for Samsung to explore new display technologies. The outcome of these discussions will likely be influenced by a combination of technological considerations, strategic alignment, and market dynamics.

References:
[1] https://www.oled-info.com/amoled
[2] https://www.oled-info.com/amoled
[3] https://www.oled-info.com/amoled
[4] https://www.oled-info.com/amoled
[5] https://www.oled-info.com/amoled