[ad_1]
An 8K (ultra high definition) television panel presented by the BOE of China at an exhibition last year. Hankyung DB
Hiring experts in research and development of OLED materials (organic light-emitting diodes). University graduate or higher. The salary exceeds 100 million won for 5 days a week. Provide company housing. Chinese work zone.
This is a job posting on the bulletin board of a national recruiting company. I work in Fuyang, Anhui province, China. It did not disclose which Chinese companies are posting jobs. However, considering the location of the work, it is estimated that it is BOE (Jing Dongfang), which has ousted Samsung Display and LG Display and has become the ‘world number one’ of the large LCD (screen display) company. liquid crystal). The BOE and the Chinese government are known to have established a subsidiary related to the development of advanced materials in Fuyang City and are actively developing advanced OLED materials.
On the 5th, a Korean OLED recruitment announcement made by a Chinese company posted on the notice board of a recruitment company. Chinese companies are estimated to be China’s number one display manufacturer, BOE.
The Chinese exhibition roll is ‘currently in progress’
Export restrictions from the US government have held back China’s semiconductor industry. However, the offensive of Chinese companies in the display industry is assessed to remain strong. In the big LCD market, BOE, CSOT, etc., kept the Chinese government subsidy and launched a “low price offensive”. As a result, Samsung Display and LG Display really raised their hands in the LCD market for TV panels. The two companies are working to downsize large LCD production lines. Next year, large LCD screens made in Korea are expected to be hard to find.
The offensive of Chinese companies is shifting from LCD field to OLED (organic light emitting diode) field, which is called premium display. Since the Chinese government no longer pays subsidies for LCD screens and supports the OLED industry, Chinese companies are more actively entering the OLED market.
Chinese companies are also paying off. This is the case for the small and medium-sized OELD field installed on premium smartphones. BOE supplied OLED panels to premium smartphones from domestic companies such as Huawei, and is now looking to supply panels for Samsung Electronics’ Galaxy smartphones and Apple iPhones. It is known that it has not yet passed the quality test of Samsung Electronics and Apple, but it is analyzed that it will be registered as an official supplier of OLED panels ‘in the near future’ (BOE was selected as Apple’s OLED panel supplier in the Chinese media last October. There was an article that said it would supply panels for the refurbished iPhone 12, but recently there was a report that the final test failed).
Chinese BOE and CSOT actively enter the large OLED market
In the field of OLED TV panel, Chinese companies are not performing. Currently, LG Display is the only company that can produce large OLED panels for televisions. Chinese companies are looking for opportunities to enter the hositam market. Research and development (R&D) is in full swing. BOE announced at last year’s second quarter results presentation that it “continuously invested in WOLED and OLED inkjet printing, and is conducting process, mass production efficiency and cost evaluation in the pilot line of Hefei “. The investment is expected to start in earnest from next year.
CSOT, the second largest Chinese company, is more active in moving towards large OLEDs. At the performance presentation in August, the president of CSOT’s parent company TCL, Lee Dong-sheng, emphasized that “construction of the 8.5G OLED production line (for TV) will start in Guangzhou next year and will start operate seriously from 18 months. ” It’s heralding a ‘head-to-head match’ with LG Display, the world’s only OLED panel maker.
CSOT is also actively involved in protecting technology. In June, it earned an 11% stake in Japanese display company JOLED for 227 billion won.
As such, Chinese companies are actively moving to enter the large OLED market and are sending ‘Love Calls’ to Korean OLED staff through staff search companies.
Domestic companies are watching the active shares of Chinese companies. This is because there is a chance to jump on the LCD train in the OLED market. A CEO of a large national company said: “Semiconductors take more than a month from wafer (semiconductor disk) input to product, but display products will be out in about 3 to 5 days.” “There is a possibility that Chinese companies will seek domestic companies.” An official from a national display company explained that “there is only one way to widen the gap with Chinese companies through large-scale technology investments” and “we are focusing on developing the next-generation display.”
Reporter Hwang Jeong-soo [email protected]
