According to Korean media TheElec, Samsung is expected to purchase 6.5 million smartphone OLED panels from domestic display panel makers BOE and CSOT this year.

That would be about eight times what Samsung purchased last year, which would buy 3.5 million yuan from BOE and 3 million yuan from CSOT, Mizuho Securities analyst Yasuo Nakane told a conference in Busan, South Korea hosted by analyst firm UBI Research.

According to Nakane, Samsung is expected to purchase 155.5 million smartphone OLED panels this year. It will purchase 149 million panels from its subsidiary Samsung Display, accounting for 96% of the total, and the remaining 4% from BOE and CSOT. For comparison, Samsung purchased a total of 140.8 million panels last year, of which 99% came from Samsung Display. It is expected that in the future The purchase share of domestic manufacturers will continue to grow.

BOE and CSOT participated in the research and development of OLED panels for the 2022 Galaxy A73 last year, the top model in the Galaxy A series, and CSOT also participated in the research and development of OLED panels for the Samsung Galaxy M series for the Indian market last year, sources said. .

At the same time, BOE is also actively working to supply more OLED panels to Apple to fight rivals Samsung Display and LG Display. Apple is expected to purchase 223 million smartphone OLED panels this year, an increase of 40 million from last year.

Mizuho Securities analysts said that in 2022, Apple is expected to purchase 137 million OLED panels from Samsung Display, accounting for 67%, 55 million from LG Display, accounting for 25%, and 31 million from BOE, accounting for 14%. .