South Korea's Samsung OLED panels account for 73% of the global market


South Korea's Samsung Electronics and LG Electronics have a strong global offensive, and their sales power in various electronic products is staggering. Many products have won the world's first throne, and OLED panels are not too much in the world. Has a decisive position.

SMD OLED sales are amazing

According to UB Industry Research, Samsung Mobile Display (SMD) has sold 172 million US dollars of OLEDs in the third quarter of 2009, accounting for 73% of the global market of 235 million US dollars. In fact, it can be said that it is sweeping the whole The market, which has a 64.7% share of the $102 million in sales generated in the previous quarter, has increased market share by nearly 10%.

In the past, SMD has targeted mobile-specific OLEDs. According to South Korean media reports, SMD's 3.5-generation OLED production line has a yield of more than 90%. Not only is the 3-inch-inch mobile phone panel problem-free, even 14-inch. The TV panel can also handle it. Therefore, since the third quarter of 2009, SMD has entered the profit stage. There are two production lines, which can produce 22,000 pieces per month, and Samsung Electronics can reach this one earlier than other competitors. The realm, the order behind the supply to the mobile phone department, plays a key role.

In addition, Samsung's SMD already has the world's largest AMOLED panel production line, and will invest 1.5 trillion won (about 1.3 billion US dollars) in the future. From the first half of 2010, it will build 5 generations (1,100mm x 1,300mm) on a large scale. The AMOLED production line, Samsung's strategy to expand the lead gap is very obvious. At present, the planned 5 generation production line has an initial planned monthly production capacity of 50,000 pieces, and will expand to a scale of 100,000 pieces per month in the future. In the 5th generation production line, a single panel can be cut into 8 panels for 23-inch TVs or 15 panels for 15-inch TVs. Samsung is gradually shifting its market use from past mobile phones to future TV applications.

LG values ​​the mobile phone business to restructure the OLED sector

In the face of Samsung's fast-growing OLED business, and the loyalty of Samsung, Samsung's current scale of operation, even 1% of SMD, is also difficult for the LG Group, which has high expectations for the mobile phone sector. Endure the backward situation. Under the strong pressure of Samsung, LG also reorganized the OLED business unit, hoping to strengthen the competitiveness of the OLED business unit. The LG Group is currently integrating the three subsidiaries of LG Electronics, LG Display and LG Chem to jointly invest in the OLED business unit, which is now known as LG OLED. It is scheduled to be operational in the near future and will be mastered. All LG patents and technologies under the LG Group.

According to South Korean industry news, LG, which will purchase Eastman Kodak's OLED division, has decided to invest 33.3% of each of its three subsidiaries to conduct acquisitions, and will also receive Kodak's customers and patents. In fact, Eastman Kodak pioneered the development of OLED technology in the 1970s, and accumulated more than 2,000 patented technologies in more than 30 years. The acquisition plan, which was originally led by LG Electronics and LG Display, will be followed by LG Chemical's main investment. The reason is that because Lejin Chemical has upstream material technology, and a subsidiary established in Japan, it has developed a 150mm x 150mm panel, so it can play a key role in the merger. Obviously, LG has been thinking about the long-term development of the OLED business from the strategy of the entire group.

LG is scheduled to begin mass production of the 3.5-generation OLED production line in the second quarter of 2010, and will begin investing in the fifth-generation OLED, which means that South Korea's 2nd panel factory will enter the fierce hand-to-hand combat phase from 2010. However, the competition strategy of the 2 factories is somewhat different. It is reported that compared with Samsung's focus on mobile phone applications, LG will invest more resources in TV applications. Recently, LG has launched a 15-inch OLED TV, which is a classic.

In terms of medium-term investment plans, LG Display has set a detailed AMOLED development plan. The company plans to purchase 5 generations of AMOLED production equipment in March 2010, and is scheduled to enter mass production in the first half of 2011. In the past, LG has been hesitant to invest in the 4th or 5th generation line. Now it has decided to adopt the 5th generation line mode and enter the AMOLED field. No matter who can take the lead in the market, South Korea's double investment will also drive the investment and development of upstream equipment.

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