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JADEN
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Stock Keeper
Re: Samsung LCD Spinnoff
JADEN   2/26/2012 8:53:40 AM
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It is apparent the OLED is the next big thing in TV market and the demand will increase. Samsung doesn't have a choice but to move on to OLED TV, OLED is a promising technology.

Anne
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Stock Keeper
Re: Samsung Spinning off LCD
Anne   2/25/2012 9:12:36 AM
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It is a right move for Samsung spiining off its unprofitable LCD business, I'm suprised it has taken them this long to have upgraded to the recent OLED technology, LCD has been around for about ten years.

WaqasAltaf
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Supply Network Guru
Re: New Challenges for Samsung in LCD market
WaqasAltaf   2/24/2012 9:32:04 AM
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@_hm

I think its more about being the innovation and cost leader rather than fear of competition for Samsung. Atleast in the LCD market, Samsung's brand name has become almost as strong as Microsoft's in OS's market. You might argue about LG as a challenging competitor, but Apple has still alot to achieve to make its brand name in LCD market.

Barbara Jorgensen
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Blogger
Re: New Challenges for Samsung in LCD market
Barbara Jorgensen   2/24/2012 8:57:33 AM
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@hm: The lawsuits between Apple and Samsung can't help matters much. I think LG is the second largest supplier of displays to Apple, and then Sharp. Apple is also reportedly working with China-based AU Optronics. There is no shortage of options for Apple, but as long as Samsung retains control of its panel business, there is still opportunity in LCDs. And, if Samsung suceeds in volume production of OLEDs, it may have Apple banging on its door again for the latest generation of panels.

Barbara Jorgensen
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Blogger
Re: Demand vs Production can change the cost
Barbara Jorgensen   2/24/2012 8:52:05 AM
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@Jacob: I'm a little out of my depth here, but AMOLED is active-matrix OLED. I think that is the same as AM LCD, which means there is a backplane and current that runs across the screen to provide light. I think OLEDs need a lot less current and possibly non. I know there are passive matrix LCDs and OLEDs, but the performance is not as good.

And yes, those TVs are expensive. I'll do with my LCDs for awhile longer!

Jacob
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Supply Network Guru
Demand vs Production can change the cost
Jacob   2/24/2012 1:52:21 AM
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1 saves

Barbara, now we are paying more than double the price of LCD for AMOLED screen. So far AMOLED screens are not in wide spread use and once it becomes popular, mass production happens and hence obliviously the price may come down.

Am not getting the difference between OLED and AMOLED? Is OLEDs are going to use in AMOLED Screens.

_hm
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Supply Network Guru
New Challenges for Samsung in LCD market
_hm   2/23/2012 7:39:02 PM
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With Apple inclined to get LCD from Japanese vendors and LG with huge investment with them, Samsung will face new challenges. If this decision is out of this fear, it may not be good for Samsung.

 

Barbara Jorgensen
User Rank
Blogger
Re: Production near end-demand source
Barbara Jorgensen   2/23/2012 4:12:51 PM
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@Waqas: well said. I also think this adds flexibility without the necessity of building new fabs every time demand shifts.

elctrnx_lyf
User Rank
Supply Network Guru
future display technologies
elctrnx_lyf   2/23/2012 12:42:49 PM
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This move by samsung is definitely a gud one. The LCD market is becoming price competetive and we have also heard of joint venture of sony, toshibha and hitachi to reduce the operational expenses incurred in manufacturing. So this is the right time to invest in future display tachnolgies and evolve as a leader.

WaqasAltaf
User Rank
Supply Network Guru
Production near end-demand source
WaqasAltaf   2/23/2012 9:28:06 AM
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"There has also been a move toward manufacturing the panels closer to where end-demand is."

Such a strategic shift is likely to put costs down as many of the supply chain obstacles and price-build ups will be avoided. Also the qualititative factors in favour of production near source of end-demand should be the major considerations to further motivate OEMs to make such a shift i.e. the time and custom duty saved in shipments and avoidance of risk incorporated in cross border trading. However, such shift towards outsourcing should be made cautiously by the OEMs as the perceptions and rumours about low quality products manufactured by the outsourced manufacturer may contribute significantly towards decline in sales.  

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