Supply chain
Digitimes Research: Truly more likely to buy Samsung Display 7G LCD equipment
Tony Huang, DIGITIMES Research, Taipei

Samsung Display will dispose of 7G TFT-LCD production equipment by the end of 2016 and China-based LCD module maker Truly Semiconductors is more likely than panel makers BOE Technology and China Star Optoelectronics Technology (CSOT) to become the buyer, according to Digitimes Research.

As Samsung Display has shifted focus to small- to medium-size AMOLED panels and large-size LCD panels for high-end application, it will stop operation of its L7-1 line in South Korea and sell the equipment to make way for building a 6G AMOLED line there, Digitimes Research indicated. The 6G AMOLED line is scheduled to come into operation in first-half 2018.

BOE and CSOT may seek to purchase the equipment, as they each supply about 20% of TV panels used by Samsung Electronics. However, Truly Semiconductors has acquired a 4.5G AMOLED factory and a 5G a-Si LCD line from Samsung Display and produces LCD panels for automotive displays, and is therefore more likely to acquire the L7-1 equipment.

Content from this article was part of a complete Digitimes Research Chinese-language report that has not yet been translated into English. If you are interested in an English version of the report or wish to receive more information about the report, click here to contact us and we will get back to you as soon as possible. Digitimes Research also provides quarterly tracking services for market sectors such as China Smartphone, China Smartphone AP, Taiwan ICT and Taiwan FPD. Click here for more information about Digitimes Research Tracking services.

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