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>> Samsung reduces LCD panel production capacity, focusing on high-end panels and advanced panel technology 8th,Jan,2019
According to data released by WitsView, among the top six TV panel companies in 2017, Samsung's TV panel capacity declined the fastest, reaching -15.4%, but this cannot be said that it does not pay attention to TV panels and should say that it is putting more resources. Invest in high-end panels and advanced panel technology research and development.
Samsung reduces LCD panel production capacity, focusing on high-end panels and advanced panel technology
Panel industry changes
China's two major panel makers, BOE and Huaxing Optoelectronics, continue to expand their LCD panel production capacity, hoping to increase their market share by relying on low cost and capacity scale. From the current results, their strategy has been successful.
BOE won the status of the world's second largest TV panel for the first time. In 2017, its gap with LGD shipments was shortened to 13.9%. Although Huaxing Optoelectronics continued to rank fifth in TV panel, its panel shipment growth rate in 2017 For the top six TV panel companies, the fastest growth rate is only 2.4% and 7.6% in terms of shipments between Samsung and Innolux. With the launch of the 10.5/11 generation lines of the two Chinese panel companies, they will directly pursue the first shipment of LGD in terms of shipments.
Samsung reduces LCD panel production capacity, focusing on high-end panels and advanced panel technology
Due to the rapid growth of production capacity of Chinese panel companies, the global TV panel market has experienced signs of oversupply in the second half of 2017 after experiencing a shortage of supply in 2016. This has led to the global panel prices starting to show signs of decline in June 2017, to At the end of 2017, the price of 40-inch panels fell by nearly 30%. The prices of other sizes of panels also fell in different degrees. Due to the decline in panel prices, LGD's net profit in the fourth quarter of 2017 dropped by more than 90%!
Due to the decline in panel prices, panel companies began to shrink the capacity of the panel, while focusing on medium-sized and large-sized panels, last year's panel price trend also showed that the price of large-size panels fell much less than the small and medium-sized panels, China's largest The panel maker BOE has also reduced the production capacity of 32-inch and smaller panels and increased the capacity of medium-sized panels. It is expected that they will also focus on the production of larger-sized panels as the 10.5/11-generation lines of BOE and Huaxing Optoelectronics are put into production. To improve profit margins.
Samsung's strategic shift
As early as a few years ago, Samsung began to gradually process the backward technology of the panel production line or sell or convert it. It sold a four-generation and five-generation panel production line to China’s Xinli Optoelectronics. In 2016, it reached an agreement with Apple. Cooperation for the latter to supply OLED panels and then transform a seven-generation LCD panel production line into an OLED panel production line. Last year, Apple's iPhoneX OLED panel was exclusively supplied by Samsung.
Samsung's remaining LCD panel production line concentrates on producing large-size LCD panels and develops UHD TV panel technology. WitsView represents Samsung's leader in UHD TVs, with 55-inch, 65-inch, and 75-inch dominant market positions, including 65-inch. The TV market has a market share of more than 30%.
Samsung's current main push is the QLED panel. The principle of QLED quantum dot TV is to illuminate the red and green quantum dots with different diameters through the blue backlight to form the three primary colors of red, green and blue (RGB), and then pass through the imaging system and drive of the filter film. The system forms an image. QLED TV panel has full color gamut display characteristics, compared with the OLED TV panel that LGD mainly pushes, it has the advantages of strong stability, long life and not easy to aging.
OLED panels have a short life span, and the aging time of RGB three primary materials may be different. However, due to the short service life of consumer electronics such as mobile phones, Samsung applies OLED panels to consumer electronics such as mobile phones. Products are not targeted at the TV market like LGD. The result proves that this is a correct choice. LGD is still in a loss in the OLED TV panel market, and Samsung has already earned a lot of money in the small and medium-sized OLED panel market such as mobile phones.
Although Apple, which has significant influence in the global technology industry, adopts Samsung's OLED panel, it also recognizes the weakness of OLED panels and chose to develop micro-LED panel technology. Samsung immediately realized that this technology will replace the current OLED panel technology. While investing a lot of resources in research and development of microLED technology, Samsung also hunted the corresponding talents in Taiwan. At CES2018, it took the lead in demonstrating microLED TVs, proving that it has the leading position in this technology.
Samsung has not taken the lead in using microLED technology for small and medium-sized consumer electronics such as mobile phones, but for large-size TVs. I think this is because it is worried that it will continue to make huge profits in the small and medium-sized OLED panel market. In fact, considering microLED The technical difficulty of the panel is high and the cost is high. The microLED technology should be popularized in the small and medium-sized panel market. It will be applied to the large-size panel market such as TV after the cost is greatly reduced, and the micro-LED panel technology is in the TV panel. Market penetration will take time, which provides opportunities for Samsung's QLED TV panels.
From the perspective of panel technology development in the past ten years, Samsung still has a forward-looking vision. It has basically seized the opportunity of TFT-LCD and OLED panels. At present, the price of TFT-LCD panels has dropped rapidly due to the participation of Chinese panel companies. In the case of it, it began to invest in the development of OLED, QLED and microLED panel technology, which will continue to dominate the high-end panel market.
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