Liu Meijun, an industrial analyst at the ITRI, said that South Korean panel makers are turning to organic light-emitting diode (OLED) panels, and the yield of new production capacity will increase in the middle of next year, which may erode some liquid crystal display panel (LCD) markets.
According to Liu Meijun's analysis, Samsung Display and LG Display from South Korean panel manufacturers are turning to OLED panels. The new capacity to be added next year will be mainly small and medium-sized. Apple iPhone's new mobile phone panels are targeted.
She said that after mass production of small and medium-sized OLED panels in South Korea, the price is expected to be low, and therefore it is expected to replace some of the small and medium-sized LCD panel market. 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.
乐 LG Display, which has mass-produced OLED TV panels, will also enter the OLED mobile phone panel market.
In addition, South Korea ’s Samsung 7th generation LCD panel production line is about to stop production. The shift to OLED panels will tighten the supply of 40-inch LCD panels and drive prices up. Increase, prices may still fall, the key lies in the speed of land plant technology improvement.