It is reported that Samsung Electronics has terminated its cooperation with BOE and will no longer purchase its panels.

The cooperation between Samsung Electronics and BOE seems to have ended. Samsung Electronics has removed BOE from its supply chain, Businesskorea reported. BOE was once Samsung’s LCD panel supplier and provided 10% of Samsung’s TV panels in the first quarter of 2023. However, in the third quarter of 2023, Samsung's Device Experience (DX) unit excluded BOE from its supply chain for TV and display panels

According to reports, Samsung Electronics plans to sever ties with BOE in the medium to long term. Samsung's decision has had a negative impact on BOE, causing BOE's market share to decline in the third quarter. Market observers believe that Samsung Electronics’ decision to cut ties with BOE and eliminate it from its panel supply chain may be related to the ongoing legal dispute between Samsung Display and BOE

This site noted that at the beginning of this year, Samsung Monitor launched an investigation targeting wholesalers in China. The investigation accuses the wholesalers of using stolen patents and technology to manufacture and sell "cloned" organic light-emitting diode (OLED) panels. Although Samsung did not directly launch an investigation into BOE, the scope of the investigation gradually expanded, and the International Trade Commission (ITC) began to investigate BOE’s transactions.

A few months later, BOE responded by investigating Samsung’s multiple transactions in China. A number of lawsuits were filed by affiliates. And in November, Samsung Display launched an ITC complaint directly against BOE for the first time since the conflict began.

According to industry insiders, Samsung Electronics hopes to strengthen cooperation with other suppliers, including LG, Sharp and AU Optronics (AUO), possibly because Samsung Electronics feels that the conflict between its display unit and BOE has Its supply chain brings too many unstable and unpredictable factors.

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