BOE Chairman Chen Yanshun Holds High-Level Meeting with Samsung Electronics’ VD Division — Signs of Improving Relations

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BOE Chairman Chen Yanshun met with senior executives from Samsung Electronics’ Video Display (VD) division on June 30, according to industry sources. The meeting was attended by Chen and other top BOE executives, and was reportedly held to explore ways to improve relations and seek potential strategic cooperation between the two companies.

BOE is China’s largest display manufacturer, producing large-size LCD and OLED panels. The company maintains a strong presence in the domestic TV and IT display markets and supplies products to global clients. Samsung Electronics’ VD division, which oversees its TV business, has maintained the No.1 position in the global TV market for several years, making stable panel procurement a key strategic focus.

The meeting was part of a formal consultation between the two companies and is seen as a move to reset relations that have been relatively distant in recent years. Specific details or outcomes of the discussion were not disclosed.

Industry observers note that the direct involvement of Chairman Chen highlights BOE’s strong interest in restoring its business ties with Samsung Electronics. With Samsung also reviewing and restructuring its display supply chain, this meeting could mark an inflection point in the relationship between the two firms.

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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