Samsung Galaxy S21 and Galaxy A91 may use OLED displays from BOE

BOE may also supply displays for Apple's upcoming iPhone 12 series

Highlights
  • Samsung Galaxy S21 and Galaxy A91 will use a BOE flexible OLED screen and a FHD+ OLED panel, respectively
  • BOE is the third biggest in the OLED segment right after LG Display
  • Samsung Display’s market share is expected to dip from 80 percent in Q4 2019 to 69 percent in Q4 2020.

Samsung Display division usually supplies AMOLED screens to its smartphones, including flagships and mid-range phones as well. However, that could be changing in the near future as the South Korea firm could switch to BOE OLED screens for its next-generation Galaxy S and Galaxy A series phones. According to research firm DSCC, Samsung is said to be in talks with BOE for 6.67-inch flexible OLED displays for the Galaxy S21 series and a full HD+ OLED panel for the Galaxy A91. BOE is said to be the world’s biggest LCD panel supplier, third biggest in the OLED segment right after LG Display and is aiming to compete with Samsung Display in the OLED market.

Smartphone screen market

Samsung Display’s market share is expected to dip from 80 percent in Q4 2019 to 69 percent in Q4 2020. It is reported the company could lose OLED orders from Apple for the upcoming iPhone 12 series, which is said to use BOE panels for some of the models. Either way, Samsung is said to be investing in the foldable OLED panels as well as foldable glass (ultra-Thin Glass) and is expected to ship millions of panels to smartphone manufacturers in the years to come.

Separately, the Samsung Galaxy Note 20 series to reportedly ship with an improved Exynos 992 SoC, that it has been working over the past few months. The chipset will be manufactured on a more efficient 6nm process and would arrive with an improved CPU performance, around 1-3 percent higher than Snapdragon 865. Delay in the launch of Snapdragon 865+ SoC could be another reason for Samsung to return to Exynos SoC.