What They Say
The Korean ETNews blog reported that BOE is expected to start supplying flexible OLEDs for Samsung Electronics Galaxy M smartphones in the second half of the year. Production will start in July according to the report.
The report said that the offer from BOE was ‘shocking’
What We Think
BOE has struggled to meet the quality requirements of premium makers such as Samsung Electronics and Apple up to now. I’m sure that Samsung Electronics would want an alternative to its sister company to put pressure on pricing. (BR)
Sigmaintell’s forecast by display type shows strong growth in Flexible OLED share over the next few years.
