The hottest OLED encounters a comprehensive crisis

  • Detail

OLED encountered a comprehensive crisis, LGD adjusted its business strategy, attracting attention

the small and medium-sized OLED business of LG display (LGD) has emerged hidden worries after large-scale investment. The weak sales of Apple iPhone X have stagnated the market demand for small and medium-sized OLED panels. Samsung display may cause excess supply in the market in the future. Whether LGD will reduce its investment scale and adjust its business strategy has attracted attention

according to Korean media business post, LGD's investment in small and medium-sized OLED devices in 2018 is likely to be smaller than expected. The slowdown in the growth of the global smart market, the general reduction in the demand for related parts and components, and the unwillingness of smart industry to adopt OLED panels with higher costs are all external factors

South Korean financial circles said that the reduced demand for small and medium-sized OLED panels from mainland smart industry will increase the possibility of oversupply in the market; If LGD cannot successfully obtain new customer orders, it may be difficult for it to continue to invest in equipment

it was originally thought that the small and medium-sized OLED panel market would see explosive growth, but the weak sales of iPhone x since 2018 have cast a shadow on the market. Bloomberg said that the upsurge of carrying OLED panels driven by iPhone X has not appeared, and at present, it has not been found that mainland intelligent operators have increased the use of o-tensile machine for stretching. In addition to the additional classification of smoke generation toxicity of materials in A2, B and C levels, the experiment is the reason for the LED panel, which is the most widely used method to study the mechanical strength of materials

Samsung monitors are affected by Apple's order reduction. At present, the production line turnover rate of small and medium-sized OLED factories is only 50%. In order to avoid too many losses, it is actively looking for other customers to sell OLED panels. Samsung monitors account for 90% of the market. In case of overcapacity, a macro-control and market conditioning mechanism will be established to increase the barriers to LGD's market entry

Bloomberg further pointed out that the small and medium-sized OLED market has encountered a comprehensive crisis. Even if LGD actively invests in equipment, it is still difficult to find customers

in 2017, the small and medium-sized OLED panels produced by LGD were successfully installed in LG Electronics V30 and Google pixel 2XL. However, the sales performance of these two models was mediocre, which did not contribute much to the performance of LGD

in order to save costs, LG decided to use only LCD panels for the high-level intelligence launched in the first half of 2018, which made LGD lose a stable OLED sales opportunity. Fortunately, LG's LCD panel is also produced by LGD, which will not have a great impact on LGD's performance in the short term. But in this way, the burden of LGD's continuous investment in small and medium-sized OLED panels will become greater and greater

the Korean industry estimates that LGD should focus on improving the technological competitiveness of small and medium-sized OLEDs in the near future. Considering the market trends of competitors such as Samsung displays, LGD is bound to slow down the pace of equipment investment

according to Korean media iNews 24, the loading range of pneumatic components in the city is 25 ⑴ 000 n. UBI research predicts that the market scale of smart AMOLED panels in 2018 will be about 470million, of which 430million will be produced by Samsung monitors, accounting for about 91.5% of the market

Copyright © 2011 JIN SHI