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LCD사업 1위를 달리고 있는 LG 디스플레이의 한상범 사장은 월요일 경기도 파주에 위치한 공장에서 가진 기자와의 만남에서 “중장기적인 관점에서 LCD사업보다 OLED사업에 더욱 투자 할 것,”이라고 밝히며 과감한 기술투자에 노력을 아끼지 않겠다고 밝혔다.
또한 광저우에 현재 짓고 있는 LCD 공장 내에 OLED 공정 라인을 더할 가능성에 대해 언급하며, 앞으로 중국 내 OLED 생산을 통해 시장 성장의 걸림돌로 작용했던 비싼 비용을 낮추고 OLED패널 대중화를 앞당길 계획을 밝혔다.
“Full-HD 와 Ultra-HD가 TV의 화질을 바꿨다면, OLED는 완전히 새로운 세계를 여는 것,” 이라고 한상범 사장은 말했다.
이에 삼성 측의 한 관계자는 다음날 코리아헤럴드와의 통화에서 “전날 있었던 그 (LG 디스플레이의 중국 OLED 공장) 이야기를 인지하고 있다,”고 밝히며 LG 디스플레이의 중국 공장 내 OLED라인 건설 계획에 대해서 주의 깊게 살펴보는 모습을 보였다.
“결국은 OLED 기술이 주류가 될 것으로 삼성도 전망하고 있고, 그 시기가 언제 일지 조율하는 있으며 준비 중,” 이라고 덧붙였다.
하지만 업계는 중국 내 OLED공장 설립에 대한 회의적인 의견도 보였다. OLED 팹(제조 라인) 라인은 “고도로 최첨단 공정이고, 그러려면 고도의 기술자, 개발자가 있어야 한다. 중국에서 가능할지는 의문,” 이라고 업계에 정통한 관계자는 말했다.
LG 디스플레이의 중국 공장은 내년 하반기에 완공이 될 예정이며 삼성 또한 올 하반기 완공을 목표로 중국 쑤저우에 LCD 공장을 짓고 있다. (코리아헤럴드 김영원)
<관련영문기사>
LG challenges Samsung with investment plan in OLED
By Kim Young-won
LG Display, the world’s top liquid crystal display maker, said that it would invest more in installing production lines for organic light-emitting diode panels, signaling a challenge to its biggest competitor Samsung Display.
At a meeting with reporters at the firm’s industrial complex in Paju on Monday, LG Display CEO Han Sang-beom said the firm would reinforce its OLED business, hinting that the firm was pondering the addition of OLED production lines at LCD factories now under construction in Guangzhou.
“In the long term, LG Display will put more priority on the OLED business than the LCD business,” CEO Han said.
Currently, a 55-inch OLED TV panel -- priced at around $2400 -- is six times more expensive than an LCD equivalent, which makes OLED TV less attractive to customers, according to market watchers.
The factory lines are scheduled to be completed by the end of next year.
Samsung avoided making any comment on LG’s plan, but said “we have heard of the news,” implying it has kept a close eye on the latest developments of its rival.
“Samsung also expects the OELD technology will be dominant down the road, and it is gearing up for that,” said a Samsung Display official speaking on condition of anonymity.
Some industry watchers cast doubt on LG’s new OLED lines in China since the lines require highly advanced technology and assembly lines, skilled technicians and developers, which all are considered to be scarce in China.
In order to take the lion‘s share of the growing market, LG Electronics and Samsung Electronics unveiled new 55-inch and 66-inch OLED TVs this year.
“The releases of OLED TVs are more to imply they have a technological edge than to sell the products,” said Chun Young-Hwan, an analyst from I’M Investment and Securities.
Low production yields are often identified as one of main stumbling blocks along with high costs.
“Although it is unclear when the OLED prices will be lowered to a satisfactory level, LG Display will increase investment in technology development to truly become a market leader,” the LG CEO said.
“I would say if FHD (full high-definition) and UHD (ultra high-definition) have changed the resolution of TV screens, OLED spawns a whole new era.”
(wone0102@heraldcorp.com)
LG challenges Samsung with investment plan in OLED
By Kim Young-won
LG Display, the world’s top liquid crystal display maker, said that it would invest more in installing production lines for organic light-emitting diode panels, signaling a challenge to its biggest competitor Samsung Display.
At a meeting with reporters at the firm’s industrial complex in Paju on Monday, LG Display CEO Han Sang-beom said the firm would reinforce its OLED business, hinting that the firm was pondering the addition of OLED production lines at LCD factories now under construction in Guangzhou.
“In the long term, LG Display will put more priority on the OLED business than the LCD business,” CEO Han said.
Currently, a 55-inch OLED TV panel -- priced at around $2400 -- is six times more expensive than an LCD equivalent, which makes OLED TV less attractive to customers, according to market watchers.
The factory lines are scheduled to be completed by the end of next year.
Samsung avoided making any comment on LG’s plan, but said “we have heard of the news,” implying it has kept a close eye on the latest developments of its rival.
“Samsung also expects the OELD technology will be dominant down the road, and it is gearing up for that,” said a Samsung Display official speaking on condition of anonymity.
Some industry watchers cast doubt on LG’s new OLED lines in China since the lines require highly advanced technology and assembly lines, skilled technicians and developers, which all are considered to be scarce in China.
In order to take the lion‘s share of the growing market, LG Electronics and Samsung Electronics unveiled new 55-inch and 66-inch OLED TVs this year.
“The releases of OLED TVs are more to imply they have a technological edge than to sell the products,” said Chun Young-Hwan, an analyst from I’M Investment and Securities.
Low production yields are often identified as one of main stumbling blocks along with high costs.
“Although it is unclear when the OLED prices will be lowered to a satisfactory level, LG Display will increase investment in technology development to truly become a market leader,” the LG CEO said.
“I would say if FHD (full high-definition) and UHD (ultra high-definition) have changed the resolution of TV screens, OLED spawns a whole new era.”
(wone0102@heraldcorp.com)
