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Samsung monopoly OLED screen domestic mobile phone was clamped

via:博客园     time:2017/1/22 9:31:25     readed:2135

Huaxia Times reporter Lu Xiao Beijing report

Was involved in the door of the president of the Samsung trusted the emergence of a turn for the better. January 19 South Korean media sources said that after nearly four hours after the trial, the Seoul Central District Court on the same day dismissed the Independent Procuratorate approved the arrest of Samsung Electronics Vice President Lee Jae Yong, decided not to arrest.

But in the past 2016, Li Zairong at the helm of the Samsung Electronics is not smooth. The global recall of the flagship mobile phone Note7 makes the tech giants negative. Surprisingly, however, Samsung Electronics operating profit in the fourth quarter of 2016 is up 50% year on year. Behind this, the panel, chip and other upstream parts business not only become the moat of Samsung Electronics, has also become a powerful weapon to suppress competitors. Industry analysts pointed out that China's mobile phone manufacturers are likely to face Samsung in 2017 more stringent supply chain test.

Upper moat

Samsung's new generation of flagship mobile phone S8 debut day getting closer.

It is reported that Samsung will be held in February of this year's MWC 2017 show a small range of S8 on March 29 officially on sale. Rumors, S8 shipments in late April, while the starting price of $ 849. However, in an interview with this reporter, the Samsung China said the time has not been determined.

S8 Samsung mobile phones bear the heavy responsibility of scandal. In August last year, Samsung grabbed the attention of Apple before the release of the Note7. But a series of spontaneous combustion and explosions to Samsung announced the recall of 2.5 million Note7 global mobile phone. It is reported that Samsung will be released on January 23 Note7 phone the cause of the fire, and the battery is still considered the biggest problem.

Samsung's mobile phone business suffered heavy losses. Third quarter 2016 earnings report, the current mobile sector operating profit in the third quarter was only 100 billion won, compared with 2.4 trillion won a year earlier fell 96%, a record low.

But the recall of the overall performance of Samsung's impact on the external than expected.

January 6, Samsung announced the fourth quarter of 2016 preliminary results show that the current operating profit up to 9.2 trillion won (about 53 billion yuan), an increase of nearly 50%. This is the third quarter since 2013, Samsung Electronics made the largest single-quarter operating profit.

Panel, chip and other upstream parts business is considered Samsung mobile phone business suffered heavy losses in the case, the profit can also maintain the growth reasons. Insiders on the "China Times" reporter said that the mobile phone chip prices in the second half of 2016 all the way up, small and medium size OLED panel facing tight supply and demand, in addition to the depreciation of the won the Samsung is also a good news.

A set of data can explain Samsung in the upstream parts of the industry position.

Research institutions DRAMeXchange data show that the third quarter of 2016 global mobile DRAM memory market, the share of Samsung Electronics has reached 64.5%. The IHS statistics show that the second quarter of 2016, Samsung chips accounted for 11.3% of the global market, ranking second. Ann rabbit rabbit evaluation of the statistics show that the third quarter of 2016, Andrews mobile phone chip market share of the top ten by Qualcomm, Samsung and MediaTek sweep. Which Samsung Exynos 7420 to 15.34% market share ranked second.

In fact, the upstream components business has become a pillar of Samsung Electronics profit.

In the third quarter of 2016, Samsung's current operating profit fell 30% to 5.2 trillion won. Among them, the panel and chip two business accounted for a total of Samsung Electronics current operating profit of 84.4%.

Downstream with out of stock?

Samsung in the upper reaches of the advantages of the field not only make up for the loss of mobile phone business, but also clamp down the many competitors.

According to "China Times" reporter learned that the relative endless stream of mobile terminal business, the upstream supply chain, the competitive landscape and production are relatively stable. In the upstream and downstream supply and demand tension pattern, Samsung in small and medium size OLED screen is dominated by a monopoly position. IHS statistics show that in the third quarter of 2016, Samsung to 99.7 million units of shipments, monopoly of 101 million AMOLED panel market.

At the same time, OLED screen in 2016 to become the choice of many mobile phone manufacturers. In addition to Samsung's Note7, the millet 5, Huawei Mate9 Pro, vivo Xplay 5 and other mobile phones are used Samsung's OLED panel.

Samsung's main panel of SMD (SAMSUNG DISPLAY) in November last year, 2017 proposed small and medium size OLED panel production capacity in 2016 more than 35% increase in the target. According to South Korean media reports, SMD executives said that in 2017, Huawei, OPPO and other Chinese mobile phone manufacturers will launch a large-scale OLED mobile phones, 2017 small and medium size OLED panel production will increase significantly.

The senior also revealed that the current orders for Samsung Electronics accounted for 68% of its production capacity, and in 2017, this figure is expected to drop below 50%. In October 2016, its sales to China's mobile phone manufacturers OLED panel has more than 28%.

But in the out of stock and prices become the main theme of mobile phone supply chain in 2016, Samsung's voice on the phone supply chain has become increasingly prominent.

August 2016, OPPO Vice President Wu Qiang announced in micro-Bo, in order to solve the problem of shortage of mobile phones R9, OPPO introduced a new screen supplier JDI, introduced a new version of the LCD panel R9km. While the R9 phone is used Samsung's 5.5-inch AMOLED display. And in August last year, Samsung introduced Note7 phone, there are market rumors that Samsung has limited the supply of Huawei OLED screen, leading to Huawei Mate9 series of mobile phones to postpone the time to market.

TrendForce in September 2016 research shows that, thanks to the sale of flexible OLED mobile phones, Samsung small and medium size OLED panel in the state of supply and demand imbalance, the earliest goods cycle has been routed to the second half of 2017.

CCID Consulting Semiconductor Industry Research Center, senior analyst Guo Jian on the "China Times" reporter, said the main price increase is the LCD panel, LCD shipments. But the Samsung monopoly position of the OLED panel prices will not fall. He told reporters, OLED screen is mainly used for high-end models, in all cell phone screens in less than 1/10.

He also believes that Samsung's supply of OLED panels on the domestic mobile phone manufacturers is not the issue of capacity constraints, but for the suppression of the need. He told reporters that Samsung must first meet their own needs, Huawei and other mobile terminal companies do not have the panel, the lack of voice. This is like SDP off for Samsung and Hisense LCD TV panels the same.

OLED panel supply crisis

On the domestic mobile phone manufacturers, a worse news is that in 2017 they may not get more Samsung OLED panel.

Apple plans to take the OLED screen on the iPhone8 mobile phone, will be their biggest competitor. In August 2016, South Korean media have reported that Apple has to South Korea to issue orders to suppliers, to find 200 million OLED screen for the new 2017 mobile phone use, Samsung has won the order of 100 million.

In the other main Japanese and Korean panel manufacturers, LGD major force to send large-size OLED TV panels, Sharp and JDI will be in 2018 to achieve small and medium size OLED panel production. Guo Jian believes that China's mobile phone manufacturers or will face out of stock crisis.

According to report, many domestic mobile phone manufacturers have to visit Samsung OLED panel for production capacity support, and advance payment of annual orders for the purchase price, but it is unclear Samsung 2017 in the field of OLED production capacity allocation.

Domestic mobile phone manufacturers are also looking for a new way out of Samsung.

December 2016 news, Huawei, OPPO, vivo3 enterprises will jointly invest in research and development of flexible display technology, Shenzhen Yu Yu Technology. The millet had previously been used in Shanghai and the glow of the production of OLED panels. In addition, BOE, Shenzhen Tianma, Huaxing photoelectric and other enterprises are varying degrees of investment in the OLED panel R & D or small-scale production.

Among them, the BOE in the field of OLED panels into the most. In 2012, the BOE in Ordos voted to build 5.5-generation AMOLED panel production line, and put into operation in 2014. In 2016, BOE also announced in Chengdu and Mianyang, Sichuan, to build two 6-generation flexible AMOLED panel production lines.

But Guo Jian on the "China Times" reporter, said on the domestic panel companies, the technical threshold is a major obstacle to mass production of OLED panels. "Or in the laboratory to do it, but not commercial." Or produced but the yield is not enough. "In addition, he also said that the production of OLED panels often need to import equipment from Japan and South Korea, but by the equipment production constraints, delaying the progress of OLED panel production.

He believes that domestic panel companies in the field of OLED has achieved a leap from 0 to 1, from 1 to N is a problem. "Once this year, Apple's OLED panel, the entire supply chain will be a large integration." OLED panel technology, high threshold, small shipments. It is estimated that domestic panel companies in the fourth quarter of this year should be able to do it. & Rdquo;

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