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BOE AMOLED manufacturer as major threat to .. Sony Sensors
  • Vitaliy_KiselevVitaliy_Kiselev

    BOE’s OLED panel shipments accounted for more than 11% of the world’s total shipment, ranking second only to Samsung whose shipments accounted for 81%. Chinese manufacturing giant, Huawei, has been the major customer of BOE’s flexible OLED. Huawei Mate X, Mate 20 Pro, and Huawei P30 Pro all use . This has greatly increased the market share of BOE. The mass production of Chinese flexible OLED screens has helped the mobile phone market to further popularize flexible OLED screens. It is believed that with the preponderance of Chinese companies in the OLED business, the price of OLED displays will be friendly in a few years.

    With prices reduction on NAND and DRAM markets for Samsung it is only two main areas where they keep high profits - AMOLED screens and camera sensors. With cameras sensors effectively being secret cartel (one of the points of agreement had been termination of NX lineup!) with Sony where they share knowledge and keep big prices.

    And now BOE is up to big pile of AMOLED orders, plus Samsung is loosing to Huawei and other Chinese manufacturers at smartphones market.

    Cartel agreement can become in danger as soon as next year, as Korean management is known for sudden tricks and could try to cheat Sony and start sensor war due to Sony still bleeding financially and going out of smartphone market. Such disagreement and start of sensor wars can effectively put an end on all Sony mirrorless lineup progress that is now financed from smartphone sensors profits and in large part developed by same people.

    Next 2020 year according to few of my sources will be extremely fun, not lot of cameras, but lot of dramatic events for camera industry. It will be year where we will finally start real bold moves and big dramas.

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  • Vitaliy_KiselevVitaliy_Kiselev

    "Although we presented our goal of becoming the No. 1 player in the system semiconductor sector in 2030, we don't want to wait that long in the sensor market"

    Samsung’s sensor business has barely started but its sales can grow to the level of memory semiconductors in the future. Noting that Samsung Electronics' sales in its memory semiconductor business grew 4.5 times from $1.9 billion in 1992 to $8.6 billion in 2002, Samsung expects the company’s image sensor sales, which currently stand at $2.46 billion, to grow at a similar pace.

    Bad for Sony. If they will be beaten by Samsung it'll be very hard thing for company as whole, as mobile sensors business is one of last bright spots on the horrible company landscape.

  • Vitaliy_KiselevVitaliy_Kiselev

    China-based flat panel maker BOE Technology has been shifting its focus to the development OLED panels and is likely to wage a "Game of Chicken" in the race for capacity against Samsung Display in 2020 and 2021.

    Industry observers in Korea believe that the share of OLED panels supplied by BOE to Apple will increase significantly from 2020 as long as the yield rate at the Chinese panel maker continue to improve.

    In 2021, BOE is expected to ship 45 million OLED handset panels to Apple, followed by LG Display with 26 million units, while Samsung Display will see its shipments decline to 150 million units from 230 million units in 2019.

    Very bad news for Sony.

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