BOE Chairman Chen Yanshun Meets Samsung Electronics CEO TM Roh

What happened

BOE Chairman Chen Yanshun visited South Korea on Oct. 12 and met with Samsung Electronics CEO TM Roh. Industry officials believe the two executives discussed supplies of liquid crystal display (LCD) panels for TVs and organic light-emitting diode (OLED) panels for smartphones. LCD supply volumes and pricing are key issues: Samsung Electronics has become increasingly dependent on Chinese panel makers since South Korean manufacturers stopped producing TV LCD panels, and its largest supplier is China Star Optoelectronics Technology (CSOT), a subsidiary of TCL. Samsung has reportedly been sharply increasing purchases from BOE this year to reduce its reliance on any single supplier, and negotiations over purchase prices amid fluctuations in LCD panel prices are another issue. The potential resumption of OLED transactions for smartphones is also drawing attention: Samsung Electronics began sourcing some OLED panels for its Galaxy A57 from CSOT this year; BOE previously supplied OLED panels for Samsung's Galaxy A and M series, but shipments stopped amid a patent dispute with Samsung Display, a Samsung Electronics subsidiary, and a settlement reached last November cleared the way for business to resume. The meeting came about four months after Roh visited BOE in China in June; Chen also traveled to South Korea last December to meet Samsung Electronics executives, and senior executives from the two companies have met three times in less than a year. Chen is scheduled to visit BOE Korea's recently relocated office on Oct. 14 before returning to China.

Impact and signal

Affected components and suppliers

Source and time

Source: The Elec · 10/14/2026 · View original source