Masana'antar allon nunin faifai tana aiki a matsayin wata alama ta masana'antar fasahar zamani ta China, inda ta zarce allon nunin faifai na Koriya cikin sama da shekaru goma, kuma yanzu haka ta fara kai hari kan kasuwar allon nunin OLED, wanda hakan ya sanya matsin lamba mai yawa ga allon nunin Koriya. A tsakiyar gasar kasuwa mara kyau, Samsung ta yi ƙoƙarin kai hari kan allon nunin faifai na China da haƙƙin mallaka, amma sai ta fuskanci martani daga masana'antun allon nunin na China.

Kamfanonin kwamitin gudanarwa na kasar Sin sun fara tafiyarsu a masana'antar ta hanyar sayen layin samar da kayayyaki na zamani na 3.5 daga Hyundai a shekarar 2003. Bayan shekaru shida na aiki tukuru, sun kafa layin samar da kayayyaki na zamani na 8.5 a duniya a shekarar 2009. A shekarar 2017, kamfanonin kwamitin gudanarwa na kasar Sin sun fara samar da kayayyaki da yawa a kan layin samar da kayayyaki na zamani na zamani na 10.5 mafi ci gaba a duniya, wanda ya zarce na kamfanonin Koriya a kasuwar allon LCD.

A cikin shekaru biyar da suka biyo baya, bangarorin China sun kayar da bangarorin Koriya gaba daya a kasuwar allon LCD. Tare da sayar da layin LG Display na karshe na ƙarni na 8.5 a bara, bangarorin Koriya sun janye gaba daya daga kasuwar allon LCD.

Yanzu haka, kamfanonin kwamitin tattaunawa na Koriya suna fuskantar ƙalubale masu tsanani daga bangarorin China a kasuwar OLED mai ci gaba. Samsung da LG Display of Korea a baya sun riƙe manyan matsayi biyu a kasuwar duniya don ƙananan da matsakaitan bangarorin OLED. Musamman Samsung, tana da fiye da kashi 90% na kasuwa a kasuwar ƙananan da matsakaitan bangarorin OLED na tsawon lokaci mai tsawo.

Duk da haka, tun lokacin da BOE ta fara samar da bangarorin OLED a shekarar 2017, hannun jarin Samsung a kasuwar allon OLED ya ci gaba da raguwa. Zuwa shekarar 2022, hannun jarin Samsung a kasuwar allon OLED na ƙanana da matsakaitan girma ta duniya ya ragu zuwa kashi 56%. Lokacin da aka haɗa shi da hannun jarin LG Display, bai kai kashi 70% ba. A halin yanzu, hannun jarin BOE a kasuwar allon OLED ya kai kashi 12%, wanda ya zarce LG Display ya zama na biyu mafi girma a duniya. Kamfanoni biyar daga cikin manyan kamfanoni goma a kasuwar allon OLED ta duniya kamfanonin China ne. 

A wannan shekarar, ana sa ran BOE za ta samu ci gaba sosai a kasuwar OLED panels. Ana rade-radin cewa Apple za ta bai wa BOE kusan kashi 70% na odar OLED panels don iPhone 15 mai ƙarancin inganci. Wannan zai ƙara yawan kasuwar BOE a kasuwar OLED panels ta duniya. 

A wannan lokacin ne Samsung ta fara shigar da ƙarar haƙƙin mallaka. Samsung ta zargi BOE da keta haƙƙin mallaka na fasahar OLED kuma ta shigar da ƙarar binciken keta haƙƙin mallaka ga Hukumar Ciniki ta Duniya (ITC) a Amurka. Masu sharhi a masana'antu sun yi imanin cewa matakin Samsung yana da nufin kawo cikas ga umarnin BOE na iPhone 15. Bayan haka, Apple shine babban abokin ciniki na Samsung, kuma BOE shine babban abokin hamayyar Samsung. Idan Apple ta yi watsi da BOE saboda wannan, Samsung zai zama babban mai cin gajiyar sa. BOE ba ta yi shiru ba kuma ta fara shigar da ƙarar haƙƙin mallaka a kan Samsung. BOE tana da kwarin gwiwar yin hakan.

A shekarar 2022, BOE ta kasance cikin manyan kamfanoni goma a fannin aikace-aikacen haƙƙin mallaka na PCT kuma ta kasance ta takwas a fannin haƙƙin mallaka da aka bayar a Amurka. Ta sami haƙƙin mallaka 2,725 a Amurka. Duk da cewa akwai gibi tsakanin BOE da haƙƙin mallaka na Samsung 8,513, haƙƙin mallaka na BOE kusan ya fi mayar da hankali kan fasahar nuni, yayin da haƙƙin mallaka na Samsung ya ƙunshi guntun ajiya, CMOS, nunin faifai, da guntun wayoyi. Ba lallai ne Samsung ya sami fa'ida a haƙƙin mallaka na nuni ba.

Sha'awar BOE na fuskantar shari'ar mallakar fasaha ta Samsung ta nuna fa'idodinta a fannin fasaha na asali. Tun daga fasahar nuni mafi mahimmanci, BOE ta tara shekaru na ƙwarewa, tare da tushe mai ƙarfi da ƙarfin fasaha mai ƙarfi, wanda ya ba ta isasshen kwarin gwiwa don gudanar da shari'o'in mallakar fasaha na Samsung.

A halin yanzu, Samsung na fuskantar mawuyacin hali. Ribar da ta samu a kwata na farko na wannan shekarar ta ragu da kashi 96%. Talabijin, wayar hannu, na'urar adana bayanai, da kuma harkokin kasuwanci na panel duk suna fuskantar gogayya daga takwarorinsu na China. A yayin da ake fuskantar gasar kasuwa mara kyau, Samsung ta fara shigar da ƙarar mallakar kamfanoni, da alama ta kai wani matsayi na rashin tabbas. A halin yanzu, BOE ta nuna ci gaba mai kyau, tana ci gaba da kwace hannun jarin Samsung. A cikin wannan fafatawa tsakanin manyan kamfanoni biyu, wa zai fito a matsayin wanda ya yi nasara?