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LG Display's loss is expanding again. Expanding the vapor-deposited OLED panel is accused of "closed eyes and gambling"

via:CnBeta     time:2019/8/27 16:30:34     readed:515

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While the losses continue to expand,LGDisplay also announced that it will reinvest 3 trillion won (about 17.6 billion yuan) to expand 10.5 generations in Paju, South Korea.OLEDThe capacity of the panel factory to consolidate its leadership position in large OLED panels. The latest news shows that LGD's Guangzhou 8.5-generation OLED panel production line with a total investment of 46 billion yuan will be put into operation in the third quarter of this year, with a planned production capacity of 60,000 pieces per month. By the end of 2019, plus the South Korean factory's monthly capacity of 70,000 pieces, LGD's monthly OLED production capacity will reach 130,000.

At present, LGD is the only panel manufacturer that can mass produce large-size OLEDs, and unswervingly continue to expand investment to increase OLED panel capacity, trying to further consolidate its advantages and undertake OLEDs.TVThe outbreak of the market. All large-scale OLED panel manufacturers invested by LGD use evaporation technology.

This move was called "closed eye gamble" by some industry experts.

In the history of any industry, the market outbreak will not be monopolized by a company to supply upstream core components. Once plasma TVs have deviated from the mainstream, will LGD's OLED smelting OLEDs be another technology that may be replaced?

At present, information has been shown that inkjet printed OLED panels with lower cost and larger application range are being used by Huaxing Optoelectronics.JingdongIn the research and development of panel companies, AUO has even exhibited 17.3-inch inkjet printed OLED panels.

It is understood that the evaporation of OLED in the application of large-size panels, the production costs remain high. However, printed OLEDs have the opportunity to significantly reduce manufacturing costs, making OLEDs more cost-competitive in TVs and IT products. In addition, printed OLED devices have lower investment and higher material usage rates.

Once the printed OLED is mass-produced by China's major LCD panel factories, LGD's huge investment will probably not be advantageous. Will this "gamble" that is invested heavily and invested heavily will be lost?

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