Samsung and LG have always been the competitive relationship, Fenghuang Wang reported, especially in 2013, Samsung has sued LG involved OLED technology leaks and LCD TV patent infringement, litigation.Report pointed out that the Samsung sourcing LG panel is also a last resort.
The report pointed out that Foxconn acquired Sharp last year, late last year Hon Hai Group Chairman Terry Gou threatened to cut off the supply of Samsung's LCD panels Sharp sharp off the supply of Samsung in the second half of this year.
As the original Samsung Sharp Panel accounted for about 10% of the annual supply of 5 million, in particular, Samsung 60-70-inch high-end TVs, Sharp Panels are all more supply, the cut off for Samsung significant impact.
Although Samsung Electronics has also set up a subsidiary, Samsung TV, which is responsible for the production of panels, but Samsung TV mainly produces small and medium-sized panels for smartphones, so there is no spare capacity to stabilize the supply of LCD panels. Samsung had to LG TV emergency.
Zheng Yuan-Shuo, a researcher with Hi Investment Securities in Korea, pointed out that next year is the key point for Samsung LCDs to ensure stable LCD panel suppliers, and in particular PyeongChang Winter Olympics and Russia's World Cup next year. Medium-sized and large LCD panels in short supply, panel prices downward trend may rise on the bottom.
The report said LG initially planned to supply 700,000 LCD panels to Samsung Electronics, but now it is estimated that Samsung will purchase no more than 100,000 TV panels. This will be the first case of LG's supply panel to Samsung.
It is worth mentioning that in addition to LG, Samsung Electronics Minister Li Jun-ho also said that Samsung TV will also get goods from the mainland manufacturers such as BOE.