Zeng Zhiyuan, section chief of the AMOLED development department of CSOT, believes that Samsung has suspended its OLED TV screen expansion plan and does not rule out the possibility of changing its technical route.
The industry said that Samsung has made good profits on small and medium-sized OLED panels. It was originally planned to transform the production capacity of an 8th-generation LCD panel line this year, change amorphous silicon to OLED, produce large-size OLED panels, and support the OLED TV business. "Samsung's suspension of this plan means that there are still technical challenges."
Li Yaqin, deputy general manager of Qunzhi Consulting, also believes that outside interpretations are inaccurate. Samsung still has a production capacity of 10,000 OLED panels per month on the 8.5-generation line, and the products are used in Samsung's AMOLED TVs. "This production and technology testing will not stop."
Samsung has applied the technology of "LTPS (low-temperature polysilicon) backplane + RGB (red, green and blue) OLED" to achieve success in small and medium-sized OLED panels, and has a monopoly on global OLED mobile phone screens. Samsung is also the only company currently adopting the LTPS technology route for large-size OLEDs.
However, Samsung’s rival LG Display has adopted a different technical route. This year it achieved a breakthrough in the yield rate of large-size OLED panels and began to promote OLED TVs with great fanfare. On May Day this year, with the support of LGD, Chinese color TV company Skyworth set the online shopping price of 55-inch OLED TVs to 29,999 yuan for the first time, which is only half of the previous price of about 60,000 yuan for 55-inch OLED TVs from Samsung and LG.
LG Display Global Promotion President Cui Dongyuan told this reporter in April that LG Display’s OLED panel yield rate 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 light OLED” technology has rapidly improved the yield rate, making it possible to reduce the selling price. "Samsung cannot supply large-size OLED TV panels in large quantities, and the cost is high. It is risky to continue to expand production, so it has stopped."
"It is not ruled out that Samsung will switch to white-light OLED technology for large-size OLED." Zeng Zhiyuan said that Samsung signed a patent license for Oxide technology very early and has done a lot of research and development in this area. If Samsung "turns around", Chinese companies will have a clearer view of OLED's technical route - using oxide technology for large sizes and low-temperature polysilicon technology for small and medium sizes.
BOE also signed a patent license for Oxide technology. Shi Shiming, deputy director of the Design Institute of BOE's Flexible Technology R&D Center, told reporters: "Neither BOE nor CSOT will stop the process of research and development on large-size OLED. We have always used Oxide technology in the research and development of large-size OLED."
Li Yaqin reminded that Samsung's suspension of OLED TV screen expansion plans means that "the marketization process of OLED TV is lower than expected." LCD TV technology has advanced rapidly and has obvious cost-effective advantages. Zeng Zhiyuan also said that in the research and development of OLED, Chinese panel companies still focus on improving the yield rate of small-size OLED panels. "Although the price of white OLED TVs has dropped to 30,000 yuan, how to reduce it to less than 10,000 yuan is still a problem."
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