Foreign media reported on May 14 that Samsung Panel will merge Samsung S-LCD and Samsung LCD's independent departments with Samsung SMD (Samsung Mobile Display) in July to turn to better-profit AMOLED panels and identify themselves. The dominance of OLED panels.

Among the three panel companies Samsung currently owns, Samsung SMD is the only profitable company with a small-size OLED technology. Industry analysts believe that once the Samsung panel merges the three companies, it can improve the current Samsung panel loss situation, and can also integrate through the new line body, extending the emerging OLED panel technology from small size to large size, seeking future OLED The dominance of the upper. It is reported that Samsung has begun to build a AMOLED8 generation line with a monthly capacity of 6,000 glass substrates.

According to Samsung's public data, the total loss of the LCD division in 2011 reached 750 billion won. It is precisely the dilemma of sustained losses every quarter last year. Samsung has been adjusting the panel companies internally. In February of this year, the loss-making LCD panel business was independently established as a subsidiary. At present, more than 50% of Samsung's panels are purchased internally. It is estimated that the proportion of purchases this year will still be about 53%. After the merger of Samsung's three companies, the expansion of the proportion of outward purchases will be reflected in the next year.

The industry believes that the integration of Samsung panels will be challenged internally and externally. From Samsung's internal point of view, Samsung SMD only has the technical advantages of OLED small size. Samsung S-LCD and Samsung LCD independent departments have experience in large-size LCD, how to transplant the technical advantages of the former and the latter two companies, including production capacity. Merging and optimizing, and then achieving full control of small-size to large-size OLED technology is a problem facing Samsung; in addition, the merger of the three companies will directly face the adjustment of the staff structure, which also requires a period of break-in period.

From the outside, domestic and foreign panel companies began a new round of competition in the OLED panel. It is understood that since Sony withdrew all the shares of S-LCD jointly established with Samsung, and established an OLED panel joint venture factory with AUO; Panasonic plans to invest 20 billion to 30 billion yen to establish the 5th to 6th generation OLED panel trial production Line; LGD plans to build an AMOLED eight-generation line with a monthly capacity of 8,000 glass substrates. Chinese panel companies BOE, Tianma, and Huaxing Optoelectronics have entered the OLED market.

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