According to a recent report by South Korean media The Elec, Samsung has released a list of supply chains for 2022. BOE, Alps Electric, Nitto Denko and ROHM have been excluded from the list. Chinese optical giant Sunny Optical has gradually become a key supplier AUO (2409-TW), Innolux (3481-TW) and four others, Zhichao PCB factory (8213-TW) are removed.
The list is related to the procurement of 80% of core components from Samsung. It is worth noting that panel maker BOE is not on this year’s list. The report pointed out that Samsung is expanding the procurement volume of panels of China Star Optoelectronics and LGD.Although the third quarter financial report It still revealed that there is still a cooperative relationship with BOE, but the industry believes that the elimination of BOE is related to the decline in Samsung TV sales this year, which in turn affects the supplier’s procurement ratio.
In addition, Sunny Optical has gradually become an important component supplier for Samsung. According to the report, this reveals that the purchase of Samsung mobile phone lens modules is on the rise. The lens of the flagship model Galaxy S23 the next year to be supplied by Sunny Optical.
In terms of Taiwanese factories, AUO tiger double panel, Innolux, China Optoelectronics (5371-TW) is still on the supply chain list, mobile phone chip giant MediaTek (2454-TW) is also in the list, but Zhichao (8213-TW) are not included in this year’s list.
