BOE’s OLED panel shipments accounted for more than 11% of the world’s total shipment, ranking second only to Samsung whose shipments accounted for 81%. Chinese manufacturing giant, Huawei, has been the major customer of BOE’s flexible OLED. Huawei Mate X, Mate 20 Pro, and Huawei P30 Pro all use . This has greatly increased the market share of BOE. The mass production of Chinese flexible OLED screens has helped the mobile phone market to further popularize flexible OLED screens. It is believed that with the preponderance of Chinese companies in the OLED business, the price of OLED displays will be friendly in a few years.

With prices reduction on NAND and DRAM markets for Samsung it is only two main areas where they keep high profits - AMOLED screens and camera sensors. With cameras sensors effectively being secret cartel (one of the points of agreement had been termination of NX lineup!) with Sony where they share knowledge and keep big prices.

And now BOE is up to big pile of AMOLED orders, plus Samsung is loosing to Huawei and other Chinese manufacturers at smartphones market.

Cartel agreement can become in danger as soon as next year, as Korean management is known for sudden tricks and could try to cheat Sony and start sensor war due to Sony still bleeding financially and going out of smartphone market. Such disagreement and start of sensor wars can effectively put an end on all Sony mirrorless lineup progress that is now financed from smartphone sensors profits and in large part developed by same people.

Next 2020 year according to few of my sources will be extremely fun, not lot of cameras, but lot of dramatic events for camera industry. It will be year where we will finally start real bold moves and big dramas.