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Supply Chain Comparison
Samsung vs. BOE
The battle for display supremacy between Korea's incumbent and China's challenger.
Samsung Display
- OLED market pioneer and technology leader
- Dominant in premium smartphone OLED
- Supplies Apple, Google, and others
BOE Technology
- World's largest display panel maker
- Rapid OLED capacity expansion
- Government-backed strategic investment
65%
Samsung OLED market share (peak)
$15B+
BOE OLED investment
2025
BOE targets Apple supply