Displays have always been one of Samsung’s strong suits. The company has been known to offer some of the best OLED panels on its smartphones for quite a while now, with its latest flagship Galaxy S20 Ultra taking things to a whole new level. Samsung’s displays are, in fact, so good that several other manufacturers source displays for their flagships from the company. For instance, the recently released OnePlus 8 Pro packs in a Samsung display and it has helped the device achieve DisplayMate’s highest A+ rating. However, if a recent report from the Display Supply Chain Consultants (DSCC) is to be believed, the company might be looking to source OLED panels from BOE for the Galaxy S21+ and the Galaxy A91.
The DSCC is a consulting company that analyzes the display market and in their latest blog post, they state that Samsung Mobile may start multi-sourcing flexible OLED panels (not foldable) for some of its upcoming Galaxy smartphones. This is quite unusual as Samsung Mobile traditionally only sources its flexible OLED displays from Samsung Display. Sources familiar with the matter have revealed to the DSCC that Samsung Mobile is currently looking to reach an agreement with China-based BOE to use the company’s OLED displays for production in some Galaxy smartphones by as early as June of 2020. The smartphones that are in discussion for this multi-sourcing include the early 2021 Galaxy S20+ and the late 2020 Galaxy A91.
As of now, we don’t know for sure if the 2021 Galaxy S flagships will be called the Galaxy S21 series or if it’ll be called the Galaxy S30 series, but it’s quite plausible that it will be called the S21 to coincide with the year 2021. As for the Galaxy A91, that was the rumored name for the Galaxy S10 Lite before it launched earlier this year, but it’s possible that there will be an actual Galaxy A91 launching later this year. DSCC believes this rumor to be plausible for 5 main reasons: Multi-sourcing will lower panel prices/costs, it will mitigate potential supply disruptions, it will free up production for Samsung Display to sell panels to other companies at higher prices, BOE recently won an agreement to include Qualcomm’s ultrasonic sensors, and the fact that BOE already supplies some OLED panels to Samsung for the Galaxy Watch Active.
Interestingly, BOE may not be the only supplier in consideration. DSCC further adds that CSOT, a subsidiary of TCL, may also join the fray and supply displays to Samsung for its upcoming smartphones.
Source: DSCC
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