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专利互诉多年后 京东方、三星或迎和解

Core Viewpoint - After years of patent disputes, leading companies in the panel (semiconductor display) industry, BOE and Samsung, may be approaching a reconciliation due to narrowing differences over advertising fees and potential collaboration opportunities in the LCD market [2][6][7]. Group 1: Patent Disputes and Market Dynamics - The patent litigation between Samsung and BOE has been ongoing for several years, with a notable deterioration in their relationship since 2022, primarily due to disputes over advertising fees and patent infringements [3][4]. - In 2021, BOE ranked second in the LCD market for Samsung's television screens, but the relationship soured in 2022 when BOE refused to pay the advertising fees demanded by Samsung, leading to a significant reduction in BOE's supply of LCD screens to Samsung [3][4]. - As of April 2023, Samsung Display initiated a new lawsuit against BOE in the U.S., marking the third legal action against BOE in two years, while BOE has also counter-sued Samsung for patent infringement [3][4]. Group 2: Competitive Landscape and Technological Advancements - The competition between BOE and Samsung in the OLED sector has intensified, with BOE's rapid development posing a significant challenge to Samsung's dominance in the OLED market [4][5]. - As of 2023, Samsung holds nearly 30,000 OLED-related patents, while BOE closely follows with approximately 28,000 patents, indicating a narrowing gap in technological capabilities [4][5]. - BOE has surpassed LG Display in the automotive OLED shipment volume and has successfully entered the supply chains of major smartphone manufacturers like Xiaomi, Huawei, and Apple [5]. Group 3: Potential Reconciliation and Future Collaboration - With major Korean panel manufacturers exiting the LCD market, Samsung and LG may become key customers for BOE's LCD products, prompting discussions of potential reconciliation [6][7]. - Samsung's strategy includes diversifying its LCD supply chain and improving its business relations in China, making reconciliation with BOE a priority [6][7]. - The upcoming discussions between BOE and Samsung are expected to address not only patent fee negotiations but also how to manage marketing costs associated with television sales, which could lead to a more collaborative relationship [6][7].