It can be said that Samsung is still very strong, and it is unrealistic to surpass it in the short term, but it is very likely to surpass it in the future. In fact, we can review the development history of Samsung. In fact, JD.COM is very similar to it, or it can be imitated and copied. When Samsung was able to develop, it only did one thing, that is, burning money. Don't think that Samsung is really a private company, so you don't worry about the R&D cost of developing screens. In the 1980s, Samsung's technology was still relatively obscure, such as storage, such as panels. At that time, it was to spend money on magnesium technology, and then spend money to dig people everywhere. Then, when the industry was in a downturn, it relied on subsidies to continuously burn money to support it, and finally achieved Samsung's storage. For the screen panel, Samsung also developed in this way.
BOE's model can come down in one continuous line and go through such a process. When the panel industry was depressed, I bought technology and acquired modern panel business. At that time, the highest modern LCD production line was the 3.5 generation LCD production line, and then I developed it thoroughly, and then I expanded it. At the same time, I got some financial subsidies when the funds were most tight. Thanks to this model, I have seen what BOE has achieved.
In 20 17, BOE's mobile phone screen shipments exceeded Samsung's. 20 10.5 the world's first production line was mass-produced, and LCD TV panels surpassed LG. According to market consulting firm HIS, BOE's global LCD screen shipments account for 25% of the market share, ranking first in the world in smart phones, tablets, notebooks, monitors, televisions and other fields. Of course, JD.COM is still not at the top of the industry, and its OLED shipments are far lower than Samsung's. There is still a big gap between the two. The shipment in 20 19 was only 4 million, which is really a small head compared with Samsung's shipment in 20 18 and 4 10/00000.
However, what needs to be seen is BOE's technical reserves and efforts in this regard. BOE OLED construction scale is huge, Chengfa 6th generation line will be fully put into production, Mianyang 6th generation line will also be put into production, and the production capacity will be difficult to solve. As for technical reserves, we can look at BOE's investment in R&D and the number of patents. In 20 17, there were 70,000 global patents, while Huawei had only 74,300 in the same period.
Obviously, BOE is currently in the first camp with Korean manufacturers, and the LG panel business is shrinking (it has gradually withdrawn from the LCD panel business, specializing in the organic light-emitting diode business), so overall, BOE only has Samsung as its opponent. Therefore, in the future, BOE is likely to continue to surpass Samsung at least in the panel business. Of course, there are many Samsung business systems. You said it was impossible to surpass it all year round. After all, Samsung is only a nominally private enterprise in South Korea, which accounts for 20% of South Korea's GDP. He can't fail