A good and a bad side of BOE exiting Galaxy S27 display supply chain
Chinese Display supplier BOE has reportedly given up on the Galaxy S27 series supply chain for OLED panels, and this move will have two major implications for the next Galaxy S series.
Samsung MX division, which makes consumer devices including smartphones, has been using display panels from Samsung Display. Despite buying from in-house, the MX division has no control over prices. Because both divisions operate separately and their leaders must make profits.
Though Samsung is known for its OLED panel quality, it charges slightly higher than BOE, which makes the Chinese company a suitable option to reduce the device cost.
Recently, Samsung Electronics president Roh Tae-Moon visited China on a business trip, where he reportedly met with BOE officials. Speculations were high that BOE could be shipping displays for the base and Plus models.
The meeting didn’t go well, and BOE has called this deal off right after TM Roh’s visit. It is also reported that BOE was heavily invested in preparing panels for the Galaxy S27 series, but Samsung’s internal concerns have brought supply talks to an end.
However, the company hasn’t completely closed its supply chain efforts for Samsung devices. So, it may try again with the Galaxy S28 series or any other phone.
RAM Price
The electronics industry is going through a DRAM pandemic, and Samsung’s DS division is part of the part the problem. Production has been reduced, and the existing share has been diverted to HBM customers such as big AI companies.
In this situation, memory makers are selling DRAM at higher-than-ever prices. In the first quarter of 2026, DRAM has jumped up by 90%, taking it to around $150 for 12GB RAM. That’s not it; the prices could continue to increase through Q3.
That will add further burden on the upcoming flagship phones. So, either Samsung reduces its Galaxy S27 production target, or it will have to increase device prices more to offset the loss.
Slightly cheaper display panels could have saved a tiny bit of price burden, but that chance is reportedly gone. However, we’re still half a year away from the Galaxy S27 series launch, and anything could happen.
Samsung is expected to launch the Galaxy S27 series in the first quarter of 2027.
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