With Samsung monitors, with the L6 off in September this year, after the plant, the current South Korean LCD production line only Lok Yee City L7-2, L8-1 and L8-2 three production lines, and the LCD machine in a sense According to WitsView, the quake caused a brief shutdown of some machines in Samsung and the time it took for the machine to resume operation, the overall impact was only within 1 to 2 hours. Therefore, for the part of production capacity Has little effect.
LGG's 7th-generation and 8.5-generation LGG monitors are not affected due to their location in Paju, which is far away from the epicenter. The P5 and P6-2 production lines in Gumi City are located closer to the epicenter, with P5 mainly While the P6-2 mainly produces 65-inch TV panels. Although these two production lines had a brief shutdown due to the earthquake, they passed the peak of the traditional stocking of the brand in November and the panel makers are still safe Due to the inventory, the incident is no danger to the panel supply.
With the introduction of the iPhone X, the OLED panel has recently become the focus of attention and the two panel makers in South Korea have multiple OLED production lines. LGD's 8.5-generation OLED TV production line in Paju is not affected by this earthquake. While two other AP2 (4.5-generation) and E5 (6-generation) and SDC-based 3 (6th generation) and A4 (6th generation) Line). Up to now, no news of the earthquake has been reported. Due to the fact that Hanchang is the main supplier of OLED panels, the follow-up supply situation still needs close observation.