BOE Seeks to Supply Displays for Samsung Galaxy S27 Amid Supplier Shifts

Chinese display manufacturer BOE is seeking to supply screens for Samsung's upcoming Galaxy S27. According to a new report from Korea, BOE is interested in joining Samsung's supply chain after observing that CSOT, a company owned by TCL, secured a contract with Samsung for another device.

Key Highlights

• BOE aims to supply displays for Samsung's upcoming Galaxy S27.
• CSOT, owned by TCL, recently secured a contract for Samsung's Galaxy A57.
• Samsung Display is still the main supplier for the Galaxy A57.
• Samsung may use BOE as a secondary supplier for the Galaxy S27.
• Cost and strategic concerns influence Samsung's supplier decisions.

Current Display Suppliers

Samsung Display remains the primary supplier for the Galaxy A57. CSOT has become the second-largest supplier by volume for this model. The addition of CSOT marks a shift in Samsung's sourcing strategy, as the company looks to diversify its supplier base.

Potential Role for BOE

Samsung is reportedly considering BOE as a secondary supplier for the Galaxy S27. No final decision has been made yet. If selected, BOE would join Samsung Display in providing screens for this high-end device. This move could help Samsung Electronics reduce costs, particularly as memory prices have increased in recent months.

Strategic Considerations

Korean media reports suggest that Samsung, at the group level, may hesitate to include BOE as a supplier for a flagship device. The concern is that involving BOE could weaken Samsung Display's negotiating position with Apple, a major client. Despite this, Chinese panel makers like BOE generally offer lower prices compared to Samsung Display, which may influence Samsung Electronics' decision.

The decision to bring BOE into the supply chain for the Galaxy S27 is still pending. The outcome will likely depend on cost considerations and the broader impact on Samsung's business relationships. The situation remains fluid as Samsung evaluates its supplier options.