Yesterday we reported that Samsung Display aims to increase its small-sized and mid-sized AMOLED panels production in 2025 by 10.25% to 475 million panels. It was understood that Samsung hopes to sell more foldable OLED panels and tablet OLED panels.
Today we hear another report that Samsung Display's capacity is totally booked, and the company cannot supply enough smartphone OLED to Samsung Electronics. It is said that Samsung Electronics will order some AMOLED smartphone displays from Tianma to be used in its low-end ranges, the Galaxy M and Galaxy F smartphones.
The reports suggest that Samsung needs to order about 3 million OLEDs more than Samsung Display can supply. About a million of these orders will go to Tianma. It is unlikely that Samsung will order from BOE as the two companies have a patent dispute and are not in a good relationship.
