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>> LCD screen prices fell for 5 consecutive months, OLED screen prices continued to rise 28th,March,2022
Speaking of the world's most powerful screen manufacturers, who do you think?
Some people say that it is BOE. In terms of LCD shipments, or in terms of shipment area, BOE is the world's largest, beating Samsung, LG and other manufacturers; The king, one family has won 70% of the global share.
Still Samsung has the foresight, LCD screen prices have fallen for 5 consecutive months, and OLED screen prices have continued to rise
In fact, from the perspective of profit, it has to be Samsung's number one in the world. After all, although Samsung may not sell a lot of LCD screens, it sells high-end products. Large-scale ones are naturally expensive and profitable. .
Compared with LCD screens, OLED screens are more expensive. Samsung can take 70% of the world's share. It can be imagined how high Samsung's revenue and profits are, so Samsung is No. 1.
If you don't believe me, we can also use the data to prove it. In the third quarter, Samsung's display panel business reached 7.5 billion US dollars (48 billion yuan) in revenue, while the profit was about 1.5 trillion won (about 8 billion yuan). As for BOE, the total revenue in the third quarter was 55.993 billion yuan, and the profit was about 7.3 billion yuan, which is still inferior to Samsung.
Still Samsung has the foresight, LCD screen prices have fallen for 5 consecutive months, and OLED screen prices have continued to rise
In fact, in 2020, Samsung stated that it would withdraw from LCD and specialize in advanced screen technology such as OLED. However, due to the global price increase of LCD screens, Samsung delayed the time to withdraw from LCD, and wanted to take the opportunity to make a wave of money before leaving. .
But I have to say that Samsung still has foresight, and the market demand is still declining after the LCD rises, and advanced technologies like OLED are the future and the most worthwhile investment products.
For example, CINNO Research recently released a report saying that LCD panel prices continue to decline due to weak terminal demand, and as of now, it has been declining for five consecutive months, and it may continue to decline in the future.
Still Samsung has the foresight, LCD screen prices have fallen for 5 consecutive months, and OLED screen prices have continued to rise
However, in terms of OLED screens, due to the continued strong demand for mid-to-high-end smartphone panels and the shortage of upstream driver chips, the price of AMOLED panels will continue to remain high and rise.
And CINNO Research also predicts that the next panel market may be polarized, LCD screen will continue to decline, while OLED will continue to maintain a high level.
However, the good news is that BOE’s current OLED performance is also good. According to reports, BOE’s OLED screens shipped nearly 40 million units in the first three quarters, and they have been supplied to Apple’s iPhone.
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