Industrial and Industrial Research Institute analyst Liu Meijun said that South Korea's panel makers have turned to organic light-emitting diode (OLED) panels, and new capacity gains will increase in the next year, eroding some of the liquid crystal display panel (LCD) market.
Liu Meijun analysis, South Korea panel factory Samsung display, LG display have turned to OLED panel, next year's new capacity is mainly small and medium size, Apple iPhone new mobile phone panel is the target.
She said that after the large-scale production of small and medium-sized OLED panels in South Korea, the price is expected to be low, so it is expected to replace some small and medium-sized LCD panel markets. Samsung, which has already produced a large number of OLED mobile phone panels, uses OLED panels in addition to its own brand mobile phones. Opportunity to supply Apple, and other brands of mobile phones.
The LG Display, which has been mass-produced with OLED TV panels, will also enter the OLED mobile phone panel market.
In addition, South Korea's Samsung 7-generation LCD panel production line is about to be discontinued, and the move to OLED panels will tighten the current supply of 40-inch LCD panels, driving prices up, but after next year, if the LCD panel production capacity and yield in mainland China increase, supply Increase, the price may still fall back, the key is the speed of land-based technology upgrade.