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>> Shut down LCD panel production line in high season. Samsung is not stupid for OLED. 9th,March,2018
I believe that foreign media Android Headlines can explain this problem, according to the latest statistics show that in the second quarter of 2016, Samsung shipped 88 million units in the OLED panel market, an increase of 81.5%. Samsung currently controls the global 99% smartphone OLED screen market. Other manufacturers only account for 1% of the OLED screen shipments.
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From the current point of view, although LG and domestic screen makers are still trying to improve their own OLED screen technology and production capacity, but Samsung still dominated the OLED mobile phone screen market.
The purpose of shutting down the large-size LCD panel production line of Samsung is to launch a new OLED panel production line for medium and small size.
The LCD panel continued to lose money in the previous two years. Panasonic and Sharp all stopped. The closure of this line in the past three years was also an earlier strategy.
Samsung showed shipments for the first quarter of 2243, a market share of 14.5%, ranking fifth. The top four are LG Display (37.49 million, 24.3%), BOE (26.66 million, 17.3%), AUO (24.44 million, 15.8%) and Innolux (229.91 million, 14.8%).
The third quarter, large-size LCD panels began to increase prices, although Samsung is not expected, but it is controllable.
However, I believe that the opportunity cost of giving up this large-size LCD panel production line is very low compared to the huge profits of OLED mobile phone panels. Samsung did not intend this short-term price fluctuation.
OLED supply more tight, higher profits
Of course, the shutdown of the LCD panel production line will affect the matching of Samsung's complete machine to a certain extent. However, due to the relative abundance of LCD panels in the world, the shortage of so-called large-size LCD panels is also an intentional reason for panel makers to improve their previous losses. The release of smoke bombs, from the perspective of global LCD panel layout and supply, even if the shortage, the time will not be long. From the current point of view, no company has yet to push a product because of the shortage of large-size LCD panels.
In contrast, the small and medium screen OLED market? A message can tell the heat. Recently, Xiaomi ordered OLEDs from Samsung Display. However, it was only after the second half of next year that the company received the response. This is evident in the tight supply situation. OLED smart phones responded well not only to Xiaomi, but also to China's Vivo and Oppo. Oppo was originally scheduled to ship 60 million OLED smartphones this year, and soon it was upgraded to 90 million to 100 million units. The OLED panel is grabbing battles. Quietly open.
Well, the purpose is very simple, quasi small sized OLED hard, profit is much higher than the large-size LCD panel, do not believe to wait for the Samsung annual report to see.
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