Global panel makers accelerate investment expansion to target OLED "feast"

Shortly after the mass production of OLED TVs, LGDisplay announced a high-profile announcement to add an 8.5-generation WRGBOLED TV panel production line with an investment of 4.06 billion yuan. Not only that, Samsung also put the 8th generation OLED production line investment plan on the agenda. Recently, global panel makers have continuously adjusted their strategies to accelerate the layout of the OLED industry and hope to gain the right to speak in the next generation of display technology. However, behind the manufacturers' investment expansion, OLED, the display technology that represents the future trend, who is the feast?

OLED sets off investment heat

Not only South Korea's Samsung and LGDisplay plan to invest in OLED production lines, but Japanese manufacturers also hope to use OLED to create a world.

Recently, LGDisplay is a steal in the OLED market. After the mass production of 55-inch OLED TVs, LGDisplay announced that it will add an 8.5-generation OLED production line, and plans to sell OLED TVs in the Chinese market in the first half of the year.

GarySon, senior director of LGDisplay's public relations department, said in an interview: "It is expected that the demand for OLED TV panels will increase sharply in the middle of 2014. LGDisplay is now adding an OLED panel production line to hope to quickly seize the opportunities in the OLED market. Now it is time to discuss OLED sales. Too early, we should focus on the future market trends."

LGDisplay is the first to announce mass production of large-size OLED panels, which has put pressure on global OLED panel manufacturers. As the "big bang" of OLED technology research and development, adding an OLED production line is an opportunity that Samsung must not miss. At present, Samsung has a 5.5-generation AMOLED production line for the production of mobile phone panels. Since the exhibition of 55-inch OLED TVs in 2012, Samsung has also put an investment in the 8th generation OLED production line on the agenda.

In fact, in addition to Korean manufacturers, Japanese manufacturers also hope to turn over with OLED. Recently, Japan's Matsushita and Sony have negotiated to set up a joint venture to produce OLED panels. The Japanese display company also said that it hopes to play a world with OLED.

From competition to competition

Samsung and LGDisplay have each cancelled the application for temporary franchise of OLED/LCD franchise, and plan to accelerate the mass production of OLED panels.

Since Samsung and LG exhibited the first 55-inch OLED TV, this product representing the future trend is highly anticipated by the industry. However, many problems such as difficult technical path, high price, and low yield rate have constrained the development of OLED TV. In order to establish the absolute leadership position of Korean companies in the field of OLED, the Korean government hopes that Samsung and LGDisplay can work together to accelerate the mass production of OLED panels.

GarySon said: "The matter has already started negotiations. We are forming a negotiation team. The negotiation team will accurately evaluate the mutual patent value and try to avoid unnecessary losses in legal proceedings to seek a reasonable solution."

The above-mentioned relevant person in charge of Samsung also told the reporter: "Samsung and LGDisplay have respectively revoked the application for temporary franchise of OLED/LCD franchise infringement since February, but so far, the lawsuit for LCD/OLED concession infringement has not been revoked. The problem is solved in a more satisfactory direction, but there is currently no relevant agreement on technology sharing."

Samsung and LGDisplay "shake and talk" have great benefits for the development of OLED, and to a certain extent, the OLED technology route will gradually become clear. As a leader in OLED technology, if the two companies can jointly overcome the bottleneck of OLED technology, it will promote the rapid development of OLED technology.

The industry insiders said: "In order to avoid repeating the failure of the PDP, the two companies jointly developed the idea of ​​large-size OLED panels. The Samsung OLED supply chain is very complete, and has signed an exclusive supply agreement with many equipment manufacturers for 5 to 10 years. Only when technology is released can the cost be reduced and the OLED industry will develop."

Clear path is especially important

If OLED is a "feast" that all companies do not want to be absent, it is especially important to find a path that is suitable for the company's own development.

Faced with the positive layout of Korean manufacturers in the OLED field, global flat panel display manufacturers have accelerated their pace of catching up. Xue Wenjin, vice president of the Nanjing Flat Panel Display Industry Association, told the reporter: "Samsung and LGDisplay have expanded the OELD production line and promoted the global panel makers. Many companies in China are now accelerating the layout of the OLED industry, including Nanjing. OLED plan."

If OLED is a "feast" that all companies do not want to be absent, it is especially important to find a path that is suitable for the company's own development.

It is reported that while Samsung and LGDisplay are increasing their investment in OLED, they will also focus on 4k as the development of 2013. The relevant person in charge of Samsung also told reporters that Samsung is developing diversified display technologies including 4k OLED. For Chinese manufacturers, it is more important to rationally treat the trend of display technology upgrades.

Ouyang Zhongcan, an academician of the Chinese Academy of Sciences, said in an interview: "The production capacity of LG Display8 OLED production line is about 150,000 units, but the production yield is only 30%, which is capable of producing 50,000 OLED TVs per month. There is not much threat. In addition, Samsung plans to adjust its technical route in 2013, which means that large-size OLED mass production technology has encountered serious problems. LCD technology is still very advantageous.” He said that 4k TV will be released in 2013. In the large-size field, Chinese companies should still do a solid job in the LCD industry. The small and medium size can speed up the layout of the OLED technology.

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