Samsung Electronics qed tippjana li ssaħħaħ is-sħubija tagħha ma 'LG Display, billi tgħid li se żżid in-numru ta' pannelli LCD li tixtri mingħand LG Display fl-2022, b'ordnijiet mistennija jiżdiedu b'ħames darbiet għal kważi triljun rebaħ.
Bi tweġiba, KB Securities, senserija tal-Korea t'Isfel, irrimarka f'rapport reċenti li għaż-żewġ naħat, it-tisħiħ tas-sħubija għandu jkun ta 'benefiċċju reċiproku u mistenni li jipproduċi sinerġiji fit-tul.
On the one hand, Samsung electronics should be able to reduce its dependence on Chinese LCD panel makers (currently 70 percent) and improve its bargaining power with them. LG Display, on the other hand, can further diversify its customer base and deepen its reliance on LCD panels from the world's three biggest TV makers: Samsung Electronics Co., LG Electronics Co. and SONY Corp.
Meanwhile, Samsung Electronics' OLED TV launch creates an opportunity for the two sides to expand their cooperation into OLED.
LG Display, li jiddomina s-suq tal-pannelli OLED ta' daqs-kbir, huwa mistenni li jipproduċi 11-il miljun panel tat-TV OLED sal-aħħar tal-2022, 10 sa 15-il darba aktar minn pannelli OLED Samsung Display QD.
Given this relatively limited capacity, Samsung may have to turn to LG Display for supplies, the report said. In addition, Samsung Electronics' entry into the OLED TV market could accelerate the penetration of OLED TVS and the expansion of the related ecosystem.
