The hottest Samsung panel demand appears to ease d
2022-10-03- Detail
According to the South Korean media the bell, due to the need for OLED and the need to expand from imitation skills to digital skills, the super factory plan of Samsung display has been shelved indefinitely
Samsung display originally planned to invest nearly $1billion to build a new OLED panel plant A5. After completion, the total OLED panel capacity will be more than twice the combined capacity of existing A2 and A3. However, I don't know why the import of waste paper decreased in 2018. According to a source, Samsung display is reviewing the factory establishment case
at present, Samsung has monopolized more than 90% of the global market share of small-size OLED panels, which is difficult for other manufacturers to compete. Although lgdisplay is also trying to expand the production capacity of small and medium-sized OLED panels, it cannot produce large-scale OLED panels in the short term. BOE, a continental panel manufacturer, is also facing the same situation due to many constraints of environment and fuel consumption. At the same time, most OLED production lines in China are still in the construction stage and have not yet entered mass production
it is reported that Apple will launch three new iPhones at one go, one of which is a 6.1-inch LCD panel, but the touch structure is changed to an external film touch panel. It is understood that OLED panels are almost still supplied exclusively by Samsung. As for LCD panels, JDI's latest 18:9 full screen panel with a square frame of only 0.5mm is adopted, and some LCD panels are also supplied by LGD. Common methods of laboratory tests
although Samsung still monopolizes most of the OLED panel market, rumors that iPhone x sales are not as good as expected continue to be heard, and panels such as LGD, China and Japan have invested in OLED plants to carve up the OLED market, all of which make Samsung worried about the outlook for panel demand. Therefore, Samsung has to evaluate large-scale investment more carefully
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