According to the Nikkei Asian Review reported on the 16th, Samsung Electronics has asked all business groups to suspend procurement, and notified some suppliers to delay or reduce the delivery of parts and components until the end of July, mainly including panel displays, memory chips, PCBs, power supplies, etc., because of the need for Check internal inventory.

According to Japanese media, this suspended procurement plan is expected to last until the end of July. At present, the shipment of some components has not been completely stopped, but the number of shipments in July has been cut by 50%.

The move is expected to continue until the end of July, and shipments of some parts have not yet stopped completely, but shipments in July have been cut by 50%.

In fact, as early as the afternoon of the 15th, similar news was circulating in the industry. On the 17th, the media also issued a document claiming that panel manufacturers such as BOE, TCL Huaxing, Huike, and Sharp’s subsidiary Supervision Sakai all indicated that they had indeed received an oral notice from Samsung Electronics to suspend shipments.

According to Samsung's Q1 financial report, as of the end of March this year, its inventory assets reached 47.6 trillion won (about 36.9 billion US dollars), up from 41.4 trillion won in December last year. The ratio of inventory assets to total assets also jumped from 9.7% to 10.8% over the same period.

Japanese media believe that Samsung’s move is intended to “destock”. It is understood that the inventory of Samsung LCD TVs (including work-in-progress and channel inventory) has reached 16 weeks, and the inventory of mobile phones has exceeded 12 weeks. The suspension of purchases is to review the inventory and prevent losses due to inventory declines.

For this news, Samsung has not publicly responded, and the authenticity of the news has yet to be further verified.