据韩媒Thelec报道，中国面板巨头京东方正与三星电子就供应W-OLED面板进行谈判。业内人士透露，双方近期已举行多次会谈，主要商讨显示器用W-OLED面板供货事宜。值得注意的是，三星还向京东方询问了生产电视用W-OLED面板的可能性，此举被视为中国显示面板企业在高端技术领域获得国际认可的重要标志。

According to a report by South Korean media Thelec, Chinese panel giant BOE is negotiating with Samsung Electronics regarding the supply of W-OLED panels. Industry insiders revealed that the two parties have held multiple meetings recently, primarily discussing the supply of W-OLED panels for monitors. Notably, Samsung also inquired about the possibility of BOE producing W-OLED panels for TVs, a move seen as a significant endorsement of Chinese display panel manufacturers’ capabilities in high-end technology.

产能布局与市场机遇目前，京东方在合肥拥有一条月产能2000片的8.5代W-OLED生产线。虽然该生产线尚未实现电视用面板的大规模量产，但已具备供应显示器用面板的稳定能力。与此同时，全球OLED显示器市场正呈现爆发式增长态势。研究机构数据显示，今年全球OLED显示器整机出货量预计将达到266万台，同比增长86%，且这一增长势头有望持续五年。这种快速增长主要得益于电竞显示器市场的强劲需求。

Capacity Layout and Market OpportunitiesCurrently, BOE operates an 8.5-generation W-OLED production line in Hefei with a monthly capacity of 2,000 sheets. While this production line has not yet achieved mass production of TV panels, it already possesses stable capabilities to supply panels for monitors. Meanwhile, the global OLED monitor market is experiencing explosive growth. Research data indicates that global shipments of OLED monitors are expected to reach 2.66 million units this year, an 86% year-on-year increase, with this growth trend likely to continue for the next five years. This rapid expansion is largely driven by strong demand in the gaming monitor market.技术路线竞争格局显示面板行业正经历着多重技术路线的竞争。三星显示器采用的QD-OLED面板在色彩表现上优于W-OLED技术，而乐金显示虽然向三星供应电视用W-OLED面板，却尚未涉足显示器领域。这一市场空缺为京东方等面板厂商提供了重要机遇。值得注意的是，第四代W-OLED面板技术近期取得显著进步，采用多层堆叠结构技术后，产品性能和寿命都得到了大幅提升，这将进一步加剧技术路线之间的竞争。Competitive Landscape of Technology Routes

The display panel industry is witnessing competition among multiple technology routes. Samsung Display’s QD-OLED panels outperform W-OLED in color performance, while LG Display, which supplies W-OLED panels for TVs to Samsung, has not yet entered the monitor segment. This gap in the market presents a significant opportunity for panel manufacturers like BOE. It is worth noting that the fourth-generation W-OLED panel technology has recently made significant strides, with multi-layer stacking technology greatly enhancing product performance and lifespan. This development is expected to intensify competition among technology routes.

产业链影响与发展前景OLED面板供应格局的变化将给下游整机制造商带来更多选择。显示技术多元化趋势将加剧市场竞争，最终受益的将是消费者。对于整机厂商而言，面板供应源的多元化意味着更好的采购条件和更稳定的供应链保障。特别是在当前全球显示面板产业格局调整期，多家供应商并存将降低产业链风险。随着技术不断成熟和成本持续下降，OLED面板有望在车载显示、智能家居、商用显示等新兴领域实现突破。

Impact on the Supply Chain and Development Prospects

Changes in the OLED panel supply landscape will provide downstream OEMs with more options. The diversification of display technologies will intensify market competition, ultimately benefiting consumers. For OEMs, a diversified panel supply base means better procurement terms and a more stable supply chain. Especially during the current restructuring of the global display panel industry, having multiple suppliers will reduce risks across the supply chain. As technology matures and costs continue to decline, OLED panels are expected to make breakthroughs in emerging applications such as automotive displays, smart home devices, and commercial displays.  

随着OLED技术加速向中小尺寸应用场景渗透，整个显示行业将迎来新一轮发展契机。京东方向三星供应W-OLED面板的谈判，标志着中国显示面板企业已经具备参与全球高端市场竞争的实力。分析师预测，未来五年将是OLED技术普及的关键期，随着产能提升和良率改善，OLED面板与传统LCD面板的价格差距将逐步缩小，进一步推动市场普及，为整个显示产业链带来新的发展机遇。

With OLED technology accelerating its penetration into small and medium-sized applications, the entire display industry is poised to usher in a new wave of development opportunities. BOE’s negotiations to supply W-OLED panels to Samsung mark a milestone in Chinese display panel manufacturers’ ability to compete in the global high-end market. Analysts predict that the next five years will be a critical period for the widespread adoption of OLED technology. As production capacity increases and yield rates improve, the price gap between OLED and traditional LCD panels will gradually narrow, further driving market adoption and creating new growth opportunities for the entire display industry chain.关于希恩凯 希恩凯电子（简称CNK）2010年成立于深圳，2019年在福建武平扩大投资，是一家专业从事显示器件设计开发、生产、销售为一体的专精特新企业。公司致力于智能科技与显示技术的完美融合， 在全球范围内为客户提供品质卓越、高性价比的全系列中小尺寸显示屏、解决方案及服务。以科技为引领，以品质为依托，希恩凯公司坚持可持续发展理念，致力于成为显示行业的新引导者，为客户提供更优质、稳定、快速的服务。About CNK Founded in Shenzhen in 2010, CNK Electronics (CNK in brief) expanded the world leading factory in Longyan, Fujian in 2019. It is a specialized and innovative enterprise specializing in the design, development, production and sales of display products. CNK provides customers with a full range of cost-effective small and medium-sized display modules, solutions, and services with excellent quality worldwide. Oriented in technology and high quality, CNK keeps sustainable development, works to offer customers  better and stable services.