Samsung Electronics menda namerava okrepiti svoje partnerstvo z LG Display in pravi, da bo povečal število LCD plošč, ki jih bo kupil od LG Display leta 2022, pri čemer naj bi se naročila povečala za petkrat na skoraj 1 bilijon von.
V odgovor je južnokorejska borznoposredniška družba KB Securities v nedavnem poročilu poudarila, da bi morala biti krepitev partnerstva obojestransko koristna in da bi morala biti dolgoročna sinergija.
On the one hand, Samsung electronics should be able to reduce its dependence on Chinese LCD panel makers (currently 70 percent) and improve its bargaining power with them. LG Display, on the other hand, can further diversify its customer base and deepen its reliance on LCD panels from the world's three biggest TV makers: Samsung Electronics Co., LG Electronics Co. and SONY Corp.
Meanwhile, Samsung Electronics' OLED TV launch creates an opportunity for the two sides to expand their cooperation into OLED.
LG Display, ki prevladuje na trgu velikih{0}} plošč OLED, naj bi do konca leta 2022 proizvedel 11 milijonov OLED TV plošč, kar je 10 do 15-krat več kot plošče Samsung Display QD OLED.
Given this relatively limited capacity, Samsung may have to turn to LG Display for supplies, the report said. In addition, Samsung Electronics' entry into the OLED TV market could accelerate the penetration of OLED TVS and the expansion of the related ecosystem.
