BOE(SZ:000725) Zhong Guo Jing Ying Bao·2025-07-03 14:40Core Viewpoint - The meeting between Samsung Electronics and BOE is seen as a potential restart of their collaboration in the LCD panel supply chain, following years of patent litigation that has strained their relationship [1][2][3]. Group 1: Meeting Context - Samsung Electronics' CEO plans to meet with BOE's chairman to discuss the acquisition of LCD panels, indicating a possible resolution to their ongoing disputes [2]. - This meeting marks the first high-level interaction between the two companies after years of patent lawsuits, drawing significant attention from the industry [3]. Group 2: Market Dynamics - The competition in the panel market is intensifying, with both companies vying for market share and influence, particularly in the LCD segment [1][8]. - As Korean panel giants exit the LCD market, BOE is positioned to become a key supplier for Samsung, which is looking to stabilize and diversify its LCD supply chain [3][4]. Group 3: Supply Chain Considerations - Samsung's need for a stable panel supply is critical, as it has reduced reliance on TCL Huaxing due to its acquisition of an LCD factory from LGD [3][4]. - In 2021, BOE supplied 17% of Samsung's LCD panels, but this figure dropped to 3.3% in 2024 due to ongoing litigation, highlighting the need for renewed cooperation [4]. Group 4: Patent Litigation Background - The patent disputes between Samsung and BOE have been ongoing, with multiple lawsuits filed by both parties since late 2022, reflecting the competitive pressures in the display technology sector [5][6]. - The rapid growth of BOE in the OLED market poses a challenge to Samsung's dominance, prompting Samsung to leverage patent litigation as a competitive strategy [6][7]. Group 5: Future Implications - The rivalry between Samsung and BOE is not just about market share but also about the future of display technology, which could drive innovation across the industry [8]. - Effective communication and collaboration between the two companies could mitigate misunderstandings and foster a mutually beneficial relationship [8].