Korean media "Electronic Times":
Following Samsung Electronics, Samsung Display will provide Huawei China with a foldable smartphone panel. Starting with Huawei, the company is expanding its scope of supply to overseas smartphone manufacturers.
According to industry sources on January 2, Samsung Display recently started working with Huawei to develop a display panel for a foldable OLED smartphone. Huawei expects to have the display on a new folding mobile phone model launched in the second half of this year.
Huawei initially used LG Display and BOE folding screens for its first foldable phone, MateX. Although BOE has developed a foldable mobile phone panel, due to quality and quantity reasons, Huawei has started new development with Samsung Display.
Xiaomi also plans to use Samsung display panels in foldable phones that will be launched next year. Initially, Xiaomi released a prototype using Visionox's foldable panel.
Samsung Display is expected to increase its foldable panel sales by increasing Huawei's supply. Samsung Electronics' clamshell foldable phone is expected to be launched in the first half of the year, and successors to GalaxyFold and Huawei's foldable products will also be launched in the second half of the year. If it starts selling from Huawei, this will attract more external customers.
In fact, Samsung Display has been discussing the supply of foldable OLEDs with major Chinese mobile phone manufacturers since the launch of GalaxyFold. It received cooperative calls from several of China's top smartphone manufacturers, including Huawei, Oppo and Vivo. But because of strategic support for Samsung Electronics' foldable phones, it was forced to delay sales.
At the beginning of the new year, Samsung Display has begun to launch its foldable panel to compete with BOE, LG Display, Visionox and other companies on Chinese smartphone manufacturers. In fact, Samsung Display has the advantage, and LG Display and BOE may compete.
A person in charge of the industry said: "If Huawei receives initial shipments from Samsung Display and increases production, BOE will be an additional supplier. Although Mate X's shipments are not large, but if the supply of Samsung displays is stable, production will also Increase, so there will be competition for the dual-fold mobile phone market in the new year, "" we must pay attention to the market changes caused by the panel supply chain. "
Nan Ke Meng Sui said: It is understandable that Korean and domestic media respect Samsung Display, but some Korean media do not know where the confidence in the LGD mystery comes from. In the eyes of BOE, there is only one rival for flexible OLED and folding screens. . For even the Korean media that Huawei MATE X folding screen was not provided by BOE alone, the credibility of its source is gone.