LG Display announced on March 31 that its OLED TV panel has obtained the Discomfort Glare Free mark from the UL, a global safety certification company, for the first time in the display industry.The Korean display giant pushed forward with the certification as to consumers’ eye health has become imp
Samsung Display is facing an uphill battle in expanding its presence in the global market for vehicle-use OLEDs, which is dominated by LG Display.According to Omdia, a market research company on displays, LG Display accounted for 92.5 percent of the market for vehicle OLED panels in terms of sales i
LG Display CTO Yoon Soo-young expressed his strong confidence in OLED technology at a news conference held at LG Science Park in Seoul on Jan. 11 in time for the opening of CES 2021, the world's largest consumer electronics and information technology (IT) exhibition."We don't regard mini LED
As LG Display is speeding up its transition from liquid crystal displays (LCDs) to organic light emitting diode (OLED) displays, its OLED display sales are expected to reach 10 trillion won in 2021.The proportion of OLED panels in LG Display's TV panel sales rose from 33 percent in 2019 to 53 pe
China's display producer BOE has reportedly failed to qualify as an OLED panel supplier for Apple’s iPhone.BOE’s B7 line at Chengdu, Sichuan province has failed Apple’s review for OLED supply by showing a production yield of a mere 20 percent. The review was conducted in September. Earlier this
The proportion of Korean parts used in Apple's latest smartphone iPhone 12 is higher than that of U.S. parts.The Nihon Keizai Shimbun of Japan reported on Nov. 21 that a breakdown of the iPhone 12 by Formalhaut Techno Solutions in Tokyo showed that Korean parts took up the largest proportion of
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Maintain target price at KRW80,000; semiconductor upcycle to begin in 2021 We maintain BUY and our TP of KRW80,000 for SEC. We remain positive because: (1) DRAM/NAND prices should climb thanks to surging mobile
The author is an analyst of KB Securities. He can be reached at jeff.kim@kbfg.com. -- Ed. Maintain BUY and target price of KRW80,000 We maintain BUY and our TP of KRW80,000 for SEC based on the following: (1) Semiconductors earnings are forecast to improve with limited growth in DRAM supply combined
LG Display announced on Oct. 21 a three-year innovation partnership with The Walt Disney Studios’ StudioLAB to combine its cutting-edge OLED display technology with the Studios’ world-class content to create exceptional viewing experiences.Among StudioLAB’s Innovation Partners, LG Display is the fir
The author is an analyst of NH Investment & Securities. He can be reached at j.ko@nhqv.com. -- Ed. LGD’s 2H20 earnings are expected to evidence a rapid turnaround, helped by both effects from short-term LCD market improvement and earnings growth stemming from normalization at the firm’s large-sized
LG Display will exhibit media art pieces in Itaewon and Hapjeong-dong, two hot spots in Seoul, using its OLED technology.The company collaborated with trendy cafe Anthracite and media artist Park Hoon-kyu for the exhibition, which is called the Art on OLED Project. The exhibition will run from until
LG Display has begun expanding plastic OLED production facilities in its Paju campus to ramp up supply to Apple.LG Display has decided to expand E6-3 Line in Paju, which produces OLEDs for small and medium-sized panels. It has recently started placing equipment orders on Korean and foreign vendors.
Samsung Display will supply quantum dot (QD) TV panels to Chinese companies ahead of Samsung Electronics as the Korean TV giant will not use QD panels in 2021.The QD panel or the QD-OLED panel is a flagship display that Samsung Display will produce after deciding to withdraw from the LCD business. S
The authors are analysts of NH Investment & Securities. They can be reached at kyuha.lee@nhqv.com, hwdoh@nhqv.com and j.ko@nhqv.com, respectively. – Ed. We maintain our Neutral stance towards the display industry. With the penetration of China-made LCD panels to continue increasing across all applic
Samsung Display has sold off its LCD production line in Suzhou, China to TCL Technology, a Chinese display company. The move is in line with the company’s plan to wrap up production of LCDs by end of 2020 and accelerate development of QD displays, a next-generation display.Samsung Display signed a c
Samsung Display's position is weakening due to Chinese companies' LCD price war and increased investment in small and medium-sized OLEDs. Although Samsung Display announced that it will invest 13.1 trillion won to develop quantum dot (QD) displays by 2025 and widen its gap with followers, it
JOLED, an OLED manufacturer in Japan, filed a patent infringement lawsuit against Samsung Electronics, Samsung Display, and Samsung Electronics' U.S. subsidiary with the U.S. District Court for the Western District of Texas on June 22, the company announced in its website.A company jointly set u
Chinese display makers are stepping up their efforts to tap into the OLED market after establishing dominance in the global LCD panel market. In particular, they are eyeing the large OLED market, which is dominated by Korean companies, through cooperation with Japanese companies.According to foreign
Former Samsung Electronics president Jang Won-ki, who recently caused a stir by deciding to work as vice chairman of a Chinese semiconductor company, has given up taking the new job in China.Jang was recently appointed as vice chairman of Beijing Eswin Computing Technology, a Chinese system semicond
The author is an analyst of NH Investment & Securities. He can be reached at j.ko@nhqv.com. -- Ed. Chinese LCD makers are to continue expanding their production capacities in order to increase M/Ss. Despite Covid-19, their investment plans remain unchanged. Globally, the number of 8G-and-above LCD f