In the face of Chinese government subsidies for OLED panel investment, the Korean government is also facing the battle. The Korea Industrial and Commercial Resources Department MOTIE, which is the leading industrial policy, will compile the OLED panel development project budget, and sacrifice the subsidy policy to counter the system. It intends to pour the national power and confront the Chinese panel factory, which means that the follow-up panel industry competition has been upgraded to the national level. war.
OLED upgrade to national war
Kim Jeong-hwa, an official of the Electronic Components and Policy Bureau of Korea’s Ministry of Industry, Trade and Resources, said at the Industry Forum that the ministry has drawn up a plan to set a new budget for OLED-related programs starting next year. OLED has been upgraded to a national strategic industry. The government has reached a consensus on pulling up OLED-related industries. It is necessary to maintain Korea’s leading position in the panel industry for a long time. This is an important part of the national strategy.
Korean sacrifice subsidy policy to protect the industry
According to foreign reports, since 2013, the Korean government has been reducing subsidies for panels. In 2013, MOTIE invested 27.6 billion won in research and development projects. This year’s R&D expenditures have been cut to 9.3 billion won, which also raises doubts that South Korea may lose its leading position in the OLED market. In view of the Chinese government’s strong subsidies to the panel industry, and the Chinese panel makers have also increased their investment in past capacity to investment in technology upgrades such as LTPS and OLEDs, the Korean panel makers are under pressure.
At present, South Korea’s OLED mass production technology is still leading the mainland, Japan and Taiwan panel manufacturers, Samsung has mass-produced small and medium-sized OLED panels for mobile phones and tablets, LGD has launched OLED TV panels, Samsung, LGD is also Apple‘s Apple Watch OLED panel supplier. . Apple’s iPhone7 plan may switch to OLED panels, so this year Samsung and LGD capital expenditures are dominated by OLED technology.
Samsung, LGD build production line
Samsung is building a new 6-generation plant, which is generally considered to be dedicated to Apple, with a design capacity of about 90,000. In addition to small and medium-sized applications, Samsung also evaluated the investment in large-scale OLED panel manufacturing equipment in the Tangjing Industrial Zone. The initial investment is estimated to fall between 2 trillion and 3 trillion won. The market has come out, Samsung is currently in the final test of 8 generations of OLED panel production technology, restart OLED TV investment.
LGD invested 1.5 trillion won in July last year to set up a flexible OLED panel production line in Gumi. At the end of last year, it decided to invest another 10 trillion won, and built a 6-generation OLED production line in Paju. The design capacity is about 45,000 pieces, which may be Apple’s special line.