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Chinese panel leader BOE and Huaxing Optoelectronics told the "First Financial Daily" reporter that Samsung suspends the OLED TV screen expansion plan, does not rule out the possibility of Samsung replacing the large-size OLED panel technology route, "This will not affect us in OLED The process of R&D just made us see the direction more."
Zeng Zhiyuan, head of Huaxing Optoelectronics AMOLED Development Department, believes that Samsung’s suspension of the OLED TV screen expansion plan does not rule out the possibility of replacing the technical route.
According to the industry, Samsung has made a good profit on small and medium-sized OLED panels. Originally planned to transform the capacity of an 8th generation LCD panel line this year, change amorphous silicon to OLED, produce large-size OLED panels, and support OLED TV business. “Samsung’s suspension of this plan means that there are still technical challenges.â€
Li Yaqin, deputy general manager of Qunzhi Consulting, also believes that the interpretation of the outside world is not accurate. Samsung is on the 8.5th generation line, and there are 10,000 OLED panel production capacity per month. The products are applied to Samsung's AMOLED TV. "This production and technical test will not stop."
Samsung's "LTPS (Low Temperature Polysilicon) Backplane + RGB (Red Green Blue) OLED" technology has achieved success in small and medium sized OLED panels and is a monopoly on global OLED mobile phone screens. Samsung is also the only company that uses the LTPS technology route on large-size OLEDs.
However, Samsung's rival LG Display has adopted different technical routes. This year, it achieved breakthroughs in the yield of large-size OLED panels, and began to promote OLED TVs with great fanfare. This year's "May 1", with the support of LGD, China's color TV enterprise Skyworth will put the online shopping price of 55-inch OLED TV to 29,999 yuan for the first time, only half of the price of about 60,000 yuan for Samsung and LG's 55-inch OLED TV.
Cui Dongyuan, president of LG Display Global Promotion, told reporters in April that LG Display's OLED panel yield has increased to 70%; the second production line will be put into production in the second half of this year.
Zeng Zhiyuan believes that LG Display's application of "Oxide (oxide) backplane + white OLED" technology has improved yields, which has made it possible to reduce the price. "Samsung is not able to supply large-size OLED TV panels, and the cost is high. It is risky to continue to expand production, so stop."
"Do not rule out Samsung's technical route to white OLEDs on large-size OLEDs." Zeng Zhiyuan said that Samsung has signed the patent license for Oxide technology very early, and there are many R&D in this area. If Samsung "turns", it will make Chinese companies see the technology route of OLED more clearly - oxide technology for large size, low temperature polysilicon technology for small and medium size.
BOE also signed a patent license for Oxide technology. Shi Shiming, deputy director of the design department of BOE Flexible Technology R&D Center, told reporters: " BOE and Huaxing Optoelectronics will not stop the development process on large-size OLEDs. We have been using Oxide technology in large-scale OLED research and development."
Li Yaqin reminded that Samsung’s suspension of the OLED TV screen expansion plan means “the marketization of OLED TV is lower than expectedâ€. LCD TV technology has made rapid progress and the advantages of cost performance are obvious. Zeng Zhiyuan also said that Chinese panel companies are still focusing on improving the yield of small-size OLED panels in the research and development of OLEDs. "Although the price of white OLED TV has dropped to 30,000 yuan, how to reduce it to less than 10,000 yuan is still a problem."
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