Samsung SDI will create a new board in 2010 before Sony will be tied to OLED TV AMOLED leading vendors

Samsung SDI is South Korea's first largest PDP industry, but in the LCD camp border, 2007 net loss on the rise, which led the company to rethink the future development direction of the monitor division.

From the recent Samsung SDI display business layout for the AMOLED action, the pace of development is very positive, not only the company's AMOLED line for first global production, and production capacity, more than many other manufacturers, Samsung and SDI after Sony, clear planning panel industry production OLED TV.

Samsung SDI is composed of 4 division, respectively PDP, MD (Mobile Display), Energy, and CRT (estimated in 2008 the company's revenue, but its ranking) to monitor the relevant department, by the PDP LCD camp arrives as recently as the cause, the Samsung SDI 2007 net loss up to 592 billion 200 million won (about $620 million) and one of the main; CRT division is in the drawdown period, Samsung accounted for SDI of total revenue rose from 29% in 2007 to 16% in 2008.

Therefore, the Samsung SDI to plan ahead, as a long-term plan for the display division, is bound to the development of new display with growth potential, the company chose to AMOLED display technology for the next stage of development. Although Samsung SDI AMOLED (part of the MD Division) started in 2007, in 2007 accounted for only 4% of the MD division revenue, but its estimate to the proportion of the year will be seen in the year of 2008 to 27%.

Samsung SDI AMOLED production line to start mass production in September 2007, as the world's first production, specializing in the production of AMOLED production line, the factory is located in South Korea SamSung SDI PDP factory near the Cheonan, in terms of cutting 2.X (2.1 inch ~2.9 inch AMOLED panel) to calculate the Samsung SDI AMOLED capacity, 2007 monthly production capacity of 1 million 500 thousand, if the same size cut in 2008 the calculation, will reach 3 million pieces per month.

In contrast, the world's other AMOLED industry currently owned by the AMOLED plant, mostly from the existing TFT LCD production line to be modified.

Samsung SDI AMOLED production line is not only the world's first production lines, and the company's AMOLED production capacity is also higher than other operators. If the investment amount of calculation of the manufacturers AMOLED at the end of 2007 (with the input substrate number calculation), AMOLED production line with Samsung SDI substrate size is 730mm * 460mm, the monthly production capacity of 16 thousand, and 730mm * 920mm, monthly production capacity of 5 thousand; another South Korean manufacturers PHILPS LG (LG. Philips LCD; LPL) have turtle tail 1 plants, substrate size is 365mm * 460mm, monthly production capacity of 3 thousand, the future will add 1 turtle tail 2 factory production line, substrate size and Gumi factory with 1.

Taiwan manufacturers, currently has Tainan odd crystal Fab 1, substrate size is 620mm * 350mm, a total of 7 thousand production capacity of the production line, the future will add substrate size and Fab 1 of the same size Fab 2 Tainan factory, the new plant is expected to start operations at the end of 2008. As for the Japanese factory Sony aspects, although it began selling 11 inches AMOLED TV at the end of the year, but the company's AMOLED production capacity is the smallest, only in the east of the Pu, substrate size of 300mm * 360mm, monthly production capacity of 5 thousand of the production line of 1.

One of the CES 2008 star products, Samsung Electronics (Samsung ELectronics) launched 31 inches, with low temperature polycrystalline silicon (LTPS) substrate for AMOLED TV, the AMOLED panel is produced by Samsung SDI, the size has exceeded CES 2007 Sony display 27 inch AMOLED TV.

Although Samsung SDI for the application of AMOLED in the terminal product layout, there are great differences between Sony and Sony, commercial application product is AMOLED TV for the beginning, although Samsung SDI commercial product layout is extended in the past TFT LCD industry the pace of development, the initial stage (i.e., the second half of 2007) the AMOLED shipment size is 2 inches ~2.8 inches, mainly for mobile phone and MP4 Players OLED panel, and the company is currently developing stage of the 3 inch ~7 inch, 14.1 inch, 31 inch AMOLED panel, 3 inch ~7 inch will be dominated by PMP and the application of UMPC products, 14.1 inches and 31 inches will be on the application of TV products.

Samsung SDI to 2009 production will be 14.1 inches TV AMOLED panel, the AMOLED TV model estimated retail price will reach 3 million won (about $3150), the stage of product to be with Sony 11 inch OLED TV, will be located in the luxury market.

To 2010, Samsung SDI will re launch 40/42 inch AMOLED TV panel, then AMOLED TV will not only stay in size as NB size, but the size AMOLED panel area will be further upward to attack "the real TV".

Although there are many manufacturers AMOLED production line or technology, but it is clear that the development of TV applications will be less and less. Toshiba had said in early 2007 will be 30 inches OLED TV in 2009, but the company will move back at history; although Panasonic and Canon and Hitachi made in 2007 12 at the end of the formal alliance, which is one of the common development of the OLED TV display technology, but Panasonic in January 2008 operating outlook said that the optimistic OLED TV development the time will fall after 2010.

Before 2010, Sony and Samsung SDI is a clear planning process AMOLED TV/ panel industry into commercialization, DIGITIMES estimates, 2008 OLED TV will still be dominated by Sony, and in 2009 after the Samsung SDI joined the OLED TV product application, estimated in 2009 and 2010 Global OLED shipments will TV respectively to see 80 thousand, 240 thousand, respectively, over the previous 1 annual growth of 344%, 200%, and Samsung SDI is after Sony, in OLED TV will play an important role in pushing hands manufacturing.

Source: Digitimes