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Samsung push towards AM-OLED panels is affecting local touch panel manufacturers

Analysis indicates that Samsung's purchases have already dropped from KRW2.6 trillion in 2013 to KRW1.5 trillion in 2014, and expected to decline further in 2015

12 Jun 2015 | Editor

Digitimes Research recently reported that as Samsung Electronics continues its growth into mid-range AMOLED panels mid-range mobile phones the company is reducing the number of LCD panels equipped with touch panels it orders, which in turn is expected to have a knock-on affect.

Samsung began decreasing orders in 2014 due to this trend and because it saw a slowdown with relevant handset and tablet orders. The company is expected to continue decreasing orders in 2015, with an estimated purchase amount expected to fall to less than KRW2 trillion (US$2 billion), down from about KRW3.5 trillion in 2013 and KRW2.2 trillion in 2014.

Digitimes Research analysis indicates that South Korea makers' total revenues from touch panels purchased from Samsung have already dropped from KRW2.6 trillion in 2013 to KRW1.5 trillion in 2014, and expected to decline further in 2015.

For LCDs equipped with touch panels, Samsung's main suppliers include:

  • Iljin Display
  • ELK (Electro Luminescence Korea)
  • Melfas
  • SMAC (Smart Mobile Application Company)
  • Synopex

    Taeyang Electronics.

Digitimes Research said that while Samsung is focused on its Super AM-OLED displays that feature on-cell touch AM-OLED (OCTA) technology. Samsung is moving further toward bendable and flexible AM-OLED technologies, but IIjin Display is actively pursuing flexible touch applications in order to meet new demand from Samsung, which Digitimes Research believes will give the company a competitive advantage over competitors.

www.samsung.com   

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