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Company News >> Samsung plans to sell LCD equipment to BOE, TCL 15th,Feb,2022
                                                 Samsung said that it will withdraw from the LCD market and has been specializing in the OLED market for more than a year.

However, there was a huge shortage of cores in the world, and all semiconductor-related products went up in price, as did LCD screens. For example, from the second half of 2020 to the second and three quarters of this year, the price of LCD screens rose by an average of 30%. %about.

So Samsung made a statement that it will suspend its withdrawal from the LCD screen market. After all, no one wants to live with money, so they can make a lot of money while the price rises.

Samsung is about to withdraw from LCD, specializing in OLED, and plans to sell LCD equipment to BOE, TCL

We have indeed seen that with the rise in the price of LCD screens, BOE, TCL, Samsung, LG, etc. have really made more money on LCD screens than in previous years. For example, BOE, the profit in the first three quarters reached 20 billion, An increase of 708%, making a big profit.

However, starting from the second half of this year, the supply of LCD panels has begun to exceed demand. According to the report released by CINNO Research recently, the price of LCD panels has continued to decline due to weak terminal demand, and has been declining for five consecutive months as of now.

The agency predicts that the supply and demand reversal of LCD has already begun, and there will be no change in a short period of time, so the price and gross profit margin of LCD panels will usher in a downward cycle.

Samsung is about to withdraw from LCD, specializing in OLED, and plans to sell LCD equipment to BOE, TCL

So recently, a Korean media report said that Samsung has once again stated that it will withdraw from the LCD market and specialize in the OLED market. The long-delayed LCD production withdrawal plan is finally on the agenda.

According to the media, Samsung has been dismantling some large-size LCD panel equipment in the L7-2 and L8-1 factories to make room for the OLED TV panel production line.

For the old LCD equipment, Samsung also has plans to sell these manufacturing equipment to BOE or TCL, etc., so that they can cash out and leave.

Samsung is about to withdraw from LCD, specializing in OLED, and plans to sell LCD equipment to BOE, TCL

I have to say that Samsung really has a good abacus. When the price of LCD panels is high, it makes money on its own. When the price drops, it quickly sells the equipment, and then cashes out and leaves, and let Chinese manufacturers take over.

But this is actually not a bad thing for BOE and TCL. Taking over these second-hand devices from Samsung is relatively more cost-effective, and without rivals like Samsung, BOE and TCL have more right to speak on the LCD screen. It is large, and the LCD will not be eliminated for a while, and there is still room, so it can be regarded as a great joy.

However, with the advent of technologies such as OLED and MicroLED, domestic manufacturers still have to work hard to develop new technologies instead of LCD, what do you think?

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