Recently, Samsung and LGD’s panel cooperation case has been hotly fired. Whether it is the handshake between hands and hearts or the inexpressible and subtle relationship between peers and opponents, the two are between the two. "Century cooperation" can be described as full of sights.
However, what is surprising is that in the panel area, Samsung has solved the urgent LGD problem. The company is facing the problem of panel shortage. Why is this? Currently, LGD is still the sole supplier of OLED TV panels worldwide, and due to the rapid growth of OLED TVs this year, from the previous few companies to more than 10 companies including LG, Skyworth, Konka, Changhong, Sony, Philips, etc. .
The obvious fact is that LGD's limited production capacity is in conflict with the growing demand for panels! According to sources, the LG Group will invest 19 trillion won (about 113.2 billion renminbi) in advanced technology and development equipment in 2018, an increase of 8% year-on-year. Among them, at least 10 trillion won is invested in autopilot, OLED display, and biotechnology.
In addition, it is worth mentioning that for this new investment plan, there are media to verify LGD, although the party LGD did not have a clear answer, but still said that in the next three years will focus on OLED, invested about 120 billion yuan. This means that, in the layout of the OLED industry, it is clear that LGD is serious.
On the one hand, it will increase panel production and consolidate the OLED industry alliance. On the other hand, while occupying more market share, the competition between OLED TV and quantum dot TV will also become more intense. In addition, LGD may also have such considerations, rushing to form an actual production capacity of BOE that has already had a large-size OLED panel production capacity before completing its own OLED industry layout, which is likely to be LGD continue to seek OLED TV panel " King's throne "intrigue."
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