Small and medium-size OLEDs at LG Display emerge as worrisome after a large investment .. The weak sales of Apple's iPhone X have stalled demand for small- and medium-size OLED panels, the future of Samsung Display could trigger a glut of markets, whether LGD will According to the Korean Media Business Post, the investment size of small and medium sized OLED devices made by LGD in 2018 is likely to be smaller than estimated, the global smartphone market slows down and the demand for related components is generally reduced , The unwillingness of smart phone makers to adopt costly OLED panels is an external factor.Korean financial community said that the reduction in the demand for small and medium size OLED panels by mainland smart phone makers will increase the possibility of excess supply in the market; If LGD fails to secure new customer orders, it may be difficult to keep investing in equipment.It was originally believed that explosive growth would occur in the small and medium size OLED panel market, but the weak iPhone iPhone sales started to cast a shadow on the market from 2018. Bloomberg , iPhone X drive phone equipped with OLED panel craze did not appear, at the moment Can find the mainland smart phone industry to increase the use of OLED panel reason.Samsung monitors by the Apple cut a single impact, the current small and medium-sized OLED factory production line only 50% of the rate of operation, in order to avoid too much loss, is actively looking for other customers Sales OLED panel.Samsung monitors market share as high as 90%, if there is overproduction, LGD will increase the market access barrier.Phombat further pointed out that the small and medium-sized OLED market has experienced a comprehensive crisis, even LGD active investment in equipment, Still not easy to find customers in 2017 LGD production of small and medium size OLED panel successfully carried in the LG Electronics V30 and Google Pixel 2XL two smart phones, but the sales of both phones was mediocre, failed to LGD To save costs, LG Electronics launched the first half of 2018 high-end smartphones decided to only use the LCD panel, LGD lost a stable OLED sales opportunities.But LG Music LCD panel is also produced by LGD , LGD performance should not be significantly affected in the short term, but as a result, LGD continue to invest in small and medium-size OLED panel, the burden will be more and more. South Korea's industry estimates, LGD should be the recent focus of the small and medium-sized OLED will focus on improving technological competitiveness, taking into account the market trends such as Samsung monitors and other competitors, LGD is bound to have to slow down the pace of equipment investment.According to Korean media iNews24 reports, Market research firm UBI Research predicts that in 2018, the market size of smart phone AMOLED panels will be about 470 million pieces, of which 430 million pieces will be manufactured by Samsung monitors with a market share of approximately 91.5%.
