最新消息，传三星显示器（Samsun Display）考虑提前至今年6月结束液晶显示器（LCD）事业。

韩国媒体BusinessKorea 1月19日报道称，三星显示器正在考虑将其退出液晶显示器（LCD）业务的时间从计划的2022年底提前到2022年6月。三星显示器将与其最大客户三星电子协商后做出最终决定。

目前三星显示器在忠清南道牙山园区的L8-2生产用于电视的LCD面板。

早些时候，三星电子已决定从中国大陆京东方以及台湾地区的友达、群创采购更多较低价的LCD面板，以提升其市场份额和竞争力。

报道称，LCD面板价格的下跌或许使得三星显示器提前放弃LCD业务。市场研究公司Display Supply Chain Consulting(DSCC)的数据显示，2022年1月，32英寸液晶电视面板的价格仅为38美元（约合45,300韩元），这意味着从2021年6月的88美元下降了64%。

三星显示器决定专注于QD-OLED而不是LCD。自2021年底以来，该公司一直在牙山园区的第8.5代生产线（Q1）生产大型QD显示器（2200×2500mm）。然而，该产线在2021年的出货量很小，72万片55英寸面板和108万片65英寸面板，仅占三星电子年度电视出货量的3.6%。因此，三星显示器正在通过将其LCD产线转换为QD显示器生产线，来加快向下一代显示器的转换。

与此同时，与三星显示器不同的是，LG Display决定继续在其位于中国的广州工厂生产液晶电视面板。但是，LG Display也在加快向OLED转换，该公司已决定通过将笔记本电脑、平板电脑等IT设备用LCD耗材转换为OLED耗材来减少整体LCD产量。

来源：BusinessKorea，中华液晶网编译

Samsung Display to End LCD TV Panel Production in June 2022

Samsung Display is reportedly considering advancing its withdrawal from the liquid crystal display (LCD) business from the planned end of 2022 to June 2022.

Samsung Display is producing LCD panels for TVs at L8-2, a large LCD production line at the Asan Campus in South Chungcheong Province. It will make a final decision after a consultation with Samsung Electronics, its largest customer and a sister company.

A comparison of the structures of a liquid crystal display (LCD) and an organic light emitting diode (OLED) display

A fall in LCD panel prices also seems to have forced Samsung Display to give up the LCD business. According to market research firm Display Supply Chain Consulting (DSCC), the price of a 32-inch LCD TV panel recorded US$38 (about 45,300 won) in January 2022. This means a 64 percent drop from US$88 in June 2021.

Samsung Display has decided to focus on fostering QD organic light emitting diode (OLED) panels instead of LCDs. Since the end of 2021, the company has been making large QD displays (2200×2500 mm) at the 8.5th-generation production line (Q1) of the Asan Campus. However, its shipments in 2021 were small -- 720,000 units of 55-inch panels and 1.08 million units of 65-inch panels. It accounts for only 3.6 percent of Samsung Electronics’ annual TV shipments, which hit 49.28 million units in 2020. Accordingly, Samsung Display is speeding up its switch to next-generation displays by converting its LCD production line to a QD display production line.

Meanwhile, unlike Samsung Display, LG Display has decided to continue producing LCD TV panels at its Guangzhou plant in China. However, it will also speed up its conversion to OLED displays. It has decided to reduce overall LCD production by converting LCD supplies for information and communication (IT) devices such as laptops and tablet PCs to OLED supplies.