BOE Chairman Will Meet Samsung CEO Next Week
Samsung Electronics plans to increase TV LCD panel orders from BOE amid shifts in global manufacturing supply chains.
Updated on Oct. 6, 2026 in Television
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BOE Chairman Chen Yanshun is scheduled to meet Samsung Electronics CEO Roh Tae-moon next week to discuss supply arrangements. Samsung is projected to double its purchase of TV LCD panels from the Chinese manufacturer to 4.4 million units this year.
Why it matters
The meeting signals a deepening relationship between the two tech giants as Samsung continues to move away from internal production after exiting the LCD market in 2022. This shift highlights the growing reliance of major electronics brands on Chinese component suppliers.
Samsung is projected to procure 4.4 million TV LCD panels from BOE in 2026, doubling the 2.2 million units purchased in 2025. Meanwhile, shipments from TCL CSOT are expected to reach 7.3 million units out of Samsung's total procurement of 35.8 million.
The players
Chen Yanshun
He serves as the Chairman of BOE Technology Group, a major Chinese electronics component manufacturer.
Roh Tae-moon
He is the CEO of Samsung Electronics, the South Korean conglomerate that leads global television shipments.
US International Trade Commission
This federal agency investigates matters of trade and closed a trade-secret dispute between Samsung and BOE in 2026.
The details
Following the resolution of a trade-secret dispute with the US International Trade Commission in January 2026, Samsung has moved to stabilize its supply chain. The company now relies heavily on external partners like BOE, Sharp, HKC, Innolux, and AUO to maintain its market position, including a 28.2 percent share of global Mini LED TV shipments.
Timeline
Samsung Display ended its internal LCD production in 2022.
Chen Yanshun visited Samsung headquarters in Suwon in December 2025.
The US International Trade Commission closed a trade-secret case in January 2026.
Roh Tae-moon visited BOE facilities in China in June 2026.
Chen Yanshun is scheduled to meet Roh Tae-moon next week.
Industry Dynamics
The deepening partnership between Samsung and BOE reflects a broader consolidation in the display industry following the 2022 Samsung Display exit from LCD production. As major manufacturers outsource panel production, power has shifted toward specialized Chinese suppliers who now influence global market pricing.
Consumers may notice changes in television pricing and model availability as Samsung shifts its component sourcing strategy to rely more heavily on external partners. These supply chain adjustments are designed to maintain Samsung's competitiveness in the global Mini LED and standard television markets.
The takeaway
The move underscores how major electronics firms are increasingly relying on external manufacturing partnerships to navigate shifting market conditions. Consumers should expect Samsung to continue diversifying its suppliers to protect its market share against emerging competitors.
Further reading
For more insight into industry trends, visit our Television section.
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