South Korea ’s Samsung Display stopped LCD panel production at the end of this year. In response to the strong demand for LCDs from its own brand TVs and tablets, Samsung decided to hand over all its own brand LCD orders to Sharp, Innolux and other Hon Hai Group. Samsung is the world's leading TV and tablet brother, with large LCD orders. Hon Hai Group's related panel factories are undertaking large orders, which will help increase revenue and market share.
This is the first time that a Taiwanese panel manufacturer has undertaken large-scale Samsung brand orders. At that time, the global TV and monitor panel market will be reshuffled. Among them, Sharp, which was originally not in the top six of the ranking, is expected to join the leading group lineup, and Hon Hai Group's panel power has further increased.
In this regard, the relevant manufacturers are unwilling to respond positively. After Samsung withdrew from LCD panel production, it has placed orders with Sharp and other Hon Hai Group panel factories to become its future LCD panel supplier of branded consumer products. The types of panels supplied include TN, VA, IPS and other panels.
Industry insiders pointed out that Samsung brand TVs and tablets are the most important parts of the world. Among them, the annual shipment of TVs is about 40 million units, with a market share of nearly 20%. TVs equipped with LCD panels; in terms of tablets, Samsung is the second largest brand in the world after Apple, with a market share of more than 15%.
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In the past, Samsung manufactured a large number of LCD panels. In addition to supplying its own brand products such as TVs and tablets, it also sold LCD panels to other brands to produce consumer products such as TVs.
Samsung will start the LCD market retreat operation in 2019. It was originally scheduled to withdraw completely by the end of 2021. It has been announced that the LCD panel will be completely discontinued at the end of this year, and it will focus on the layout of high-end panels such as QD quantum dot panels and OLEDs.
Today, Samsung is unable to provide LCD panels of its own brand of consumer products, and instead purchases from the Hon Hai Group Panel Factory. Judging from the high market share of Samsung TVs and tablets, it will significantly infuse supplier orders and make up for its performance.
Hon Hai Group has abundant resources related to the deployment of monitors. The Group has Sharp, which is well-known for its technology, Taiwan ’s Taiwan panel production capacity, Innolux, and Guangyu, which can supply connectors and other key components. , Become Samsung's reliance on LCD panel suppliers.