Hardware News: S Korea

choi

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The following two reports are part of a one-off section "South Korea Report" in WAll Street Journal (WSJ), Nov. 8, 2010 in commemoration of the nation's host of incomig G-20.

(1) Jung-Ah Lee, In the Lead—and Trying to Stay There; Samsung is placing its bets on cutting-edge display technology. WSJ, Nov. 8, 2010.
http://online.wsj.com/article/SB10001424052748703673604575550032739313758.html

Quote:

(a) Regarding OLED.

"Screens with organic light emitting diodes, or OLED, have a thin layer of organic material that glow, creating the screen's backlighting.

"Samsung Mobile Display, a joint venture of Samsung Electronics and sister company Samsung SDI Co., currently dominates the market for OLED screens used in mobile phones, with more than a 95% share.

"But Samsung's goal is to make OLED for products with bigger screens, such as tablet PCs and televisions * * * The major stumbling block: Large OLED displays are costly and technically difficult to make.

(b) Regarding active matrix OLED.

"Lee Woo-jong, vice president of marketing at Samsung Mobile Display, says Samsung is 'the only company that has succeeded in mass production of active-matrix OLED displays.'


Note:
(a) Organic light-emitting diode
http://en.wikipedia.org/wiki/Organic_light-emitting_diode
(section 2 Working principle)

Quote:

OLED "is a light-emitting diode (LED) in which the emissive electroluminescent layer is a film of organic compounds which emit light in response to an electric current. This layer of organic semiconductor material is situated between two electrodes. Generally, at least one of these electrodes is transparent.

"OLED displays can use either passive-matrix (PMOLED) or active-matrix addressing schemes. Active-matrix OLEDs (AMOLED) require a thin-film transistor backplane to switch each individual pixel on or off, and can make higher resolution and larger size displays possible.


(2) Kyong-Ae Choi, Charging Ahead; LG Chem is becoming a global leader in building batteries for the new generation of electric vehicles. WSJ, Nov. 8, 2010.
http://online.wsj.com/article/SB10001424052748703843804575534010740256140.html

My comment:
(a) Read the first question and answer.
(b) The sixth Q & A:

"WSJ: Do you see any threat from China in the rechargeable-battery business?

"MR. KIM: China is still at the toddler stage in the rechargeable-battery business. The business is not easy as safety is at stake. We have come so far, having some difficulties. Time, technology and capital are essential in this business.



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choi

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(1) The following is old news.

Taiwan’s LCD Panel Market: Country Intelligence, MAIT, August 2008.
http://www.mait.com/admin/enews_images/MAIT%20Country%20Intelligence%20eNews98.pdf
("In just nine years Taiwan's global market share for flat panel displays
climbed from 1% to 50%, making Taiwan the world's uncontested leader
in flat panel display production.")

Note: MAIT is acronym of Manufacturers' Association for Information Technology (set up in 1982 and based at New Delhi, India).

(2) iSuppli Releases Report on Taiwan LCD Market in 1Q 2010. iSuppli, May 17, 2010 (Report).
http://goliath.ecnext.com/coms2/gi_0199-12751457/iSuppli-Releases-Report-on-Taiwan.html

My comment: iSuppli allows only subsribers to read it in its web site. But the press release can be viewed at
http://www.brandingtaiwan.org/activity_news_detail.aspx?sn=505
(in 1Q10 "Taiwan's LCD revenues surged 125% to NT$273 billion (US$8.7 billion) from NT$121 billion in the same period a year ago")

(3) On the front of LCD television:
(a) Vizio is doing well in the US market, head-to-head with Samsung.
(b) On Oct. 20, 2010 Taiwan-based Digitimes reported Sony to source half of its (high-end by definition) LCD TV to Foxconn and Wistron. Seven days later (Oct. 27), another report cropped up, saying that Sony would also outsource LCD TV to AU Optronics also.

(4) On the front of car devices that use LCD:

TFT LCD Shipments for Automotive Applications Indicate Strong Rebound. DisplaySearch, Oct. 26, 2010.
http://www.displaysearch.com/cps/rde/xchg/displaysearch/hs.xsl/101026_tft_lcd_shipments_for_automotive_applications_indicate_strong_rebound.asp
("Shipments of TFT LCDs for portable navigation devices (PND) and automotive monitors (used in car navigation and in-console monitors) increased in the second half of 2009 and first half of 2010")

Figure 2: TFT LCD Manufacturers Market Share by Region for Automotive Monitor & Portable Navigation Devices (1H’10):

[The left panel:] PND Shipment Share
Taiwan 63%
Korea 19%
Japan 9%
China 8%

[The right panel:] Automotive Monitor Shipment Share
Japan 70%
Taiwan 16%
Korea 8%
China 6%
※ 修改:．choi 于 Nov 13 20:32:39 修改本文．[FROM: 129.10.0.0]