Workflow
双渠道OLED供货模式
icon
Search documents
抢滩千万台订单!TCL华星将供货三星这一手机柔性OLED面板.....
Xin Lang Cai Jing· 2025-12-30 11:04
Core Viewpoint - TCL Huaxing (CSOT) is expected to supply OLED panels for Samsung Electronics' Galaxy A57, marking a shift from Samsung Display's exclusive supply for the A5 series [1][5]. Group 1: Supply Chain Dynamics - Samsung Electronics is considering a dual-supplier model for the Galaxy A57, involving both Samsung Display and TCL Huaxing, to enhance product specifications and control costs [3][8]. - The OLED panels for the Galaxy A57 are likely to be used in both the Galaxy A57 and Galaxy S FE models, with preparations underway by multiple suppliers to provide components to TCL Huaxing [3][7]. Group 2: Product Specifications - Samsung plans to transition from rigid OLED to flexible OLED for the Galaxy A57, which allows for greater design flexibility and reduced bezel size, although the production process is more complex and costly [4][8]. - The goal is to implement flexible OLED technology while minimizing cost increases, especially in light of rising prices for memory semiconductors and other components [4][8]. Group 3: Market Impact - The Galaxy A5 series is a significant mid-range product for Samsung, with a projected total shipment of approximately 20 million units for the A series, including around 10 million units for the A57 [9]. - Securing supply orders for the A5 series is crucial for component suppliers, as it can significantly impact the distribution of fixed costs [9].