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Leftovers
Last week, we published the following paragraph at the conclusion of an article about Samsung’s Q120 financials (https://www.oled-a.org/samsung-electronics-reports-q120-revenue-up-56-yy_5420.html) Now Available only by request
There has been recent speculation that Samsung is considering using BOE to make some of the OLED displays for future Galaxy devices, such as the 6.67-inch flexible OLED screens for at least one device in the next Galaxy S21 series, and a 6.67-inch FHD+ display for the Galaxy A91 in order to reduce the average cost of their offerings. Given the earning announcement, which emphasizes low utilization due to lower demand, it seems this speculation is at best pre-mature.
The BOE/Samsung announcement was reported by a number of web sites, but it was originated by DSCC, although we did not see the original article. DSCC believes the comments are critical of them. We had no such intent. We were commenting on the timing of such an announcement, whereby Samsung Mobile was apparently leveraging BOE as a way to lower SDC’s flexible OLED panel pricing, just when COVID-19 was reducing demand for all displays. Samsung Mobile and Samsung Display (SDC) are both constituents of Samsung Electronics (SEC) and contribute to its net earnings. If Samsung Mobile were to reduce their purchases of SDC’s panels and cause a lower utilization rate, it would no doubt increase SDC’s overall panel cost and reduce SEC’s earnings. It would be tantamount to Samsung’s de facto leader Jay Y. Lee’s house being on fire and having the equivalent of two of his “sons”, Dong Jin Koh, (CEO, Mobile Communications) and Dong-hoon Lee (CEO, Displays) poor oil on it.
Last week, we published the following paragraph at the conclusion of an article about Samsung’s Q120 financials (https://www.oled-a.org/samsung-electronics-reports-q120-revenue-up-56-yy_5420.html) Now Available only by request
There has been recent speculation that Samsung is considering using BOE to make some of the OLED displays for future Galaxy devices, such as the 6.67-inch flexible OLED screens for at least one device in the next Galaxy S21 series, and a 6.67-inch FHD+ display for the Galaxy A91 in order to reduce the average cost of their offerings. Given the earning announcement, which emphasizes low utilization due to lower demand, it seems this speculation is at best pre-mature.
The BOE/Samsung announcement was reported by a number of web sites, but it was originated by DSCC, although we did not see the original article. DSCC believes the comments are critical of them. We had no such intent. We were commenting on the timing of such an announcement, whereby Samsung Mobile was apparently leveraging BOE as a way to lower SDC’s flexible OLED panel pricing, just when COVID-19 was reducing demand for all displays. Samsung Mobile and Samsung Display (SDC) are both constituents of Samsung Electronics (SEC) and contribute to its net earnings. If Samsung Mobile were to reduce their purchases of SDC’s panels and cause a lower utilization rate, it would no doubt increase SDC’s overall panel cost and reduce SEC’s earnings. It would be tantamount to Samsung’s de facto leader Jay Y. Lee’s house being on fire and having the equivalent of two of his “sons”, Dong Jin Koh, (CEO, Mobile Communications) and Dong-hoon Lee (CEO, Displays) poor oil on it.
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