Samsung abandoned plasma expansion switching LCD TV camp

"This year Samsung does not yield PDP (plasma), full-year 2006 is also expanding PDP, now it is difficult to determine. "8 February, Samsung Digital Media Division senior market through Korea media to convey such information.

Thus, the market for Samsung SDI by the end of 2006, PDP, output from the existing 30 million to 35 million, is expected in 2007 up to 50 000 tablets of rumors were shattered.

In contrast, the other two major areas of PDP giant LG Electronics, Matsushita Electric, are massive expansion in the near future PDP module production capacity. Panasonic already in Japan, Okazaki new factory, the plan by the end of 2006 will increase to the monthly output of PDP 42.5 million tablets; LG Electronics recently also clearly plan intended to put 2006 PDP monthly output of the template from 31 million raised to 55 million tablets.

According to market research company iSuppli, 2006 PDP TV total demand by over 700 million soared to more than 1100 million units. In the face of the market to the huge demand of PDP module, Samsung in PDP business conservative move thought provoking.

Join LCD camp?

"Samsung this is to avoid PDP and TFT-LCD Panel shipment conflicts, Samsung in large size business clearly has stood upon the LCD. "Hitachi (Fujian) Digital Media Ltd, a senior with respect.

According to him, the Samsung this year alone to invest 2 TFT-LCD seventh generation plant, a joint venture with Sony's eight-generation plant project is also actively promoting. His projections, because Samsung's seventh-generation TFT-LCD production line already ahead of mass production, the main dimensions of 40 inches above, and the Samsung Panel 2006 seventh generation cable output 100 million tablets substrate, each piece can be cut 8 tablets 40 inch Panel, yield an average of 70%, and 40 inches in the total shipment 50% 2006 Samsung this line 40 inch Panel output can reach 260-280 million tablets, "as the PDP market demand at present is still to 42-inch products, to avoid their PDP and LCD products conflicting, Samsung must compress the PDP production".

The Hitachi high tube also indicated that, because Samsung SDI's current main customers with Samsung Electronics, Philips, Samsung SDI PDP with annual output of 300 million tablets, 2006 is expected to supply to Samsung Electronics 170-200 million tablets, Philips 80-100 million tablets, "its capacity sufficient to meet the two major customers, this may also be Samsung in no hurry to expand production capacity of the PDP reasons."

"Samsung's standard enterprise select slower acceleration input LCD PDP and, to a certain extent, foretells the future development of the industry. "China electronic video industry Association Secretary-General white for the people, in 2005, plasma TV and LCD TV is basically 3: 7 pattern. Long ago, CCA survey also shows that in 2006, like flat-panel TV in 80% of the consumers to buy LCD TV, only 20% of consumers think plasma TV.

"Although CTV enterprises in LCD and plasma products and technologies constantly sway, but ultimately selected LCD for the strategic direction of the flat plate or occupy the majority of enterprises. "White people believe that, as higher generation TFT-LCD production line put into operation, more than 40-inch and larger Panel cutting is becoming more and more economic, future PDP can cling to the oversized flat-panel market will become smaller and smaller.

In fact, since the second quarter of 2005, Samsung SDI PDP business is mired in red. 19 January, Samsung SDI announcements are expected in the first quarter of this year the price drop would narrow the PDP-1%-2% in the second quarter is expected to go around, and prediction of PDP shipments this year will be an increase of 48%.

"In Europe and the United States, PDP has been in the market dominant position in Korea PDP is a monopoly of 40 inches above the television market. But the LCD is do is by increasing the yield and reduce prices, quickly erode large flat panel TV market. "Samsung China TV product marketing department a mid-level manager said, Samsung SDI losses is not quite as loss, and is very much used for capital expenditures, with the market demand, as well as access to capital with the harvest period, PDP business profitability will gradually recovers. But at the same time he also admits, Samsung SDI in capacity expansion gradually behind the two major competitors, the future of it in the area of influence of fear of PDP will gradually decline.

4.5 billion grab OLED initiative

However, in the face of the downturn in demand for CRT, LCD PDP affected by erosion, Samsung has a more long-term investment plan. Early February, Samsung SDI officially announced will spend nearly $ 4.5 expanded AM (active matrix) OLED (organic light monitor fired) production capacity, its new production line was put into production in 2007 is estimated at 20 million annual output can reach, and in 2008, up to 5000 million tablets.

New factory location selected in Seoul South tean, Samsung SDI represents mainly consider the needs of the mobile phone screen, and future active matrix OLED will become the mainstream mobile phone screen. While Samsung also expected future consumer electronics manufacturers will use OLED organic Panel a lot, because organic Panel thinner, less power consumption, dynamic image processing speed is better than LCD.

According to the United States research firm DisplaySearch predicts that global sales this year to OLED 4.5 million in 2007 to reach $ 2 billion. It is expected this year global OLED market scale will reach 8470 million, representing an increase of 50% in 2005.

Samsung LCD Division Vice President the past Jun Hyong recently also said the company aim of LCD sector continued to maintain a dominant position in the field of LCD, and in

Large area OLED dominate AM. To this end, the company has plans to focus this year AM OLED research and development, and to further the cause of core after TFT-LCD. Past Jun Hyong said that Samsung has developed a global dimension maximum 40-inch OLED TV with AM.

"Access to large-size OLED flat panel display area is still too early, but it is expected that with the support of 3G digital multimedia broadcasting (Digital Multimedia Broadcasting, DMB) will rise rapidly from the pull of the mobile phone use OLED Panel will appear to the explosive growth in 2007, the growth of this market will likely be ten times now. "Jishizixun DGM Guohaitao pointed out that the second half of 2005, Korea, Japan and Europe and other regions have taken the lead in the DMB digital multimedia broadcasting application to the phone.