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Comments by "☨St Louis IX opposed paganism, hæresy \x26 debauchery" (@stlouisix3) on "China’s No.1 LCD Giant Ousted From Samsung, Apple Supply Chain! Can’t Steal Any More?" video.
"Boe Technology Group Faces Setbacks After Being Rejected by Apple and Removed from Samsung's LCD Supply Chain, Accused of Patent Infringement and Facing Challenges in the OLED Market as Chinese Manufacturers Increase Global LED Market Share"
💥 Boe Technology Group faces setbacks after being rejected by Apple and removed from Samsung's supply chain.
00:07
Boe was rejected by Apple for the use of its OED panels for the iPhone 15.
00:07
Samsung Electronics has removed Boe from its supply chain for LCD panels.
00:23
Boe's market for low-end LCD panels is at risk of shrinking.
00:40
Samsung is a significant client for Boe, but disputes over patent rights persist.
00:56
Samsung's device experience division removed Boe from its supply chain for television and monitor panels.
01:33
Boe's market share for LCD panels has declined significantly.
02:19
The decision to cut ties with Boe is related to competition in the OLED sector and ongoing legal disputes.
02:52
📺 Samsung accuses Boe of patent infringement and requests damages and injunction from the court.
04:17
Samsung accuses Boe of infringing on Samsung's patent used in mobile device display.
04:17
Samsung requests damages and injunction from the court for patent infringement by Boe regarding OLED display technology.
04:26
Samsung targets Boe in a patent dispute for the first time.
04:50
Samsung learns about counterfeit OLED panels produced by Chinese companies and used by US smartphone repair shops to replace Samsung screens in iPhones.
05:05
Samsung demands licensing fees from Boe for supplying LCD panels.
05:29
Samsung reduces purchases of LCD panels from Boe and aims to eliminate Boe from the supply chain.
06:11
Boe's rise is attributed to technology theft from Korean companies and massive government subsidies.
06:41
📺 Chinese display manufacturer Boe aggressively expands in the LCD panel market, but faces challenges as clients cut orders and OLED panels become the standard for high-end devices.
09:20
Boe obtained almost 300 billion yen (about 42 billion USD) through financing and government subsidies.
09:20
Chinese panel manufacturers seized a large part of the LCD display market from Japanese and Korean companies.
09:33
Boe is currently the world's largest LCD panel manufacturer with a market share of 32.8%.
10:28
Boe is facing exclusion from Samsung's supply chain and order cuts from clients like Dell and HP.
10:50
LCD panels are gradually being abandoned due to issues like color loss and low contrast, while OLED panels become the standard for high-end display devices.
11:20
Boe aggressively enters the OLED display market dominated by Samsung.
12:03
Boe's acquisition of OLED technology from Samsung was speculated to be guided by the Chinese government.
12:43
📱 Boe, a Chinese OLED screen manufacturer, faces challenges and opportunities in the Apple supply chain.
13:16
Boe's cooperation with the Chinese government and technology theft incident involving Samsung.
13:16
Boe's growth as China's leading domestic OLED screen manufacturer.
14:55
Boe entering Apple's supply chain in 2020.
15:24
Cancellation of a major order by Apple due to unauthorized modifications by Boe.
15:40
Boe's financial performance decline in 2022.
15:57
Boe securing most of the display orders for the new iPhone 15.
16:29
Boe facing light leakage issues and Samsung filling the gap in OLED screen production.
16:45
📱 Chinese smartphone manufacturers are increasing their market share in the global LED market, surpassing Samsung for the first time.
17:33
Chinese companies' market share in the small and medium-sized LED market rose rapidly from 1.5% in 2017 to 20% last year.
17:33
Chinese smartphone manufacturers like Huawei, Xiaomi, and Oppo are choosing domestic screens for their mid to high-end models, surpassing Samsung in market share.
17:47
Samsung Display maintained its first place in the industry but its market share has been below 50% for four consecutive quarters.
18:09
Boe, a Chinese OLED manufacturer, saw its third quarter flexible OLED shipment share increase by 20% compared to the same period last year.
18:24
Chinese OLED screens have been reported to have quality defects such as high heat and brightness, leading to higher energy consumption and questioned battery life.
18:33
Samsung's OLED yield rate is 90% while Boe's is only 70-80%, and Samsung also has an advantage in the production of OLED organic materials.
18:51
Despite challenges, Boe backed by the Chinese government poses a significant threat to the global panel industry.
19:27
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