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Samsung Rigid OLED Is Blocked By Low-cost LCD

Blaze Display Technology Co., Ltd. | Updated: Feb 06, 2018

Samsung Display Rigid OLED business is becoming less active. It is clear that the rigid OLED business is struggling with the smart phone market due to LTPS LCDs because most Chinese smartphone makers choose LTPS LCDs at a fraction of the cost of rigid OLEDs as it also enables full screen updates trend.

Samsung Display Rigid OLED business is becoming less active. It is clear that the rigid OLED business is struggling with the smart phone market due to LTPS LCDs because most Chinese smartphone makers choose LTPS LCDs at a fraction of the cost of rigid OLEDs as it also enables full screen updates trend.

Samsung Electronics said Samsung Electronics recently reduced the operating rate of its rigid OLED production lines A1 and A2 by 50%.

Samsung stopped production of the fourth generation of rigid OLED part of the A1 line. The operating rate of the A2 line, which mainly produces the 5.5th generation of rigid OLEDs and the part of the flexible OLEDs, also declined as the production of some lines stopped. I heard Samsung Display decided to stop the operation of these lines until the New Year holiday in South Korea, is currently preparing solutions.

Rigid OLED prices have continued to decline since last year because of its intense competition with the LTPS LCD. As Japanese and Chinese manufacturers to increase LTPS LCD production capacity, LTPS LCD prices decline, rigid OLED began to gradually lose its competitiveness. Although the manufacturing cost of rigid OLEDs has dropped to the same specifications as LTPS LCDs, as prices for LTPS LCDs continue to decline, the competition between these two markets will become even more intense.

As Chinese smartphone makers mostly choose LTPS LCDs instead of rigid OLEDs, sales of rigid OLEDs have dropped. Industry insiders believe that Chinese smartphone makers are choosing LTPS LCDs because it helps them reduce manufacturing costs, while at design time they do not make much difference from rigid OLEDs.

"Although Chinese smart phone manufacturers have increased the demand for flexible OLED, Samsung Display can not meet this demand because it mainly provides products to Samsung Electronics and Apple." An industry source said that "it seems that China's smart phones Manufacturers prefer LTPS LCDs because they are designed to be similar to rigid OLEDs and cheaper than rigid OLEDs, enabling full screen and high resolution. "

From the second half of 2016, the profitability of LTPS LCD will change with the rise of rigid OLEDs as AUO, BOE, Foxconn and Pegasus expand their 6th generation LTPS LCD factory and start operations. The output will continue to rise and the price will naturally fall. difference. Currently, LTPS LCDs are available below production costs.

Although Samsung Electronics is considering converting the A2 line to full production of flexible OLEDs, Samsung Electronics Co., Ltd. does not appear to have a clear plan yet, as flexible AMOLED capacity will increase if Samsung is running L7-1 line, and the recent A3 line operating rate Reduced. Samsung Display is in a double dilemma as it requires both flexible OLED customers and rigid OLED customers.

"It looks like the A1 plant will be converted to an OLED production line for automobiles and Samsung Display is considering the A1 plant as a research and development line for flexible OLEDs." One industry source said "Samsung Display is developing strategies such as applying grooves in rigid OLEDs Cutting designs, and other designs that add value. "


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