Something interesting is happening in Korea. Over the past few months, almost every significant move made by Samsung Display and LG Display has pointed in the same direction - upwards, towards the high end, and away from the volume tier of the OLED market.
It is not clear yet, but this starts to look like a strategy: the two Korean OLED makers appear to be deliberately conceding the cheap high-volume OLED business to China, and betting both companies on the supply of premium panels higher-end applications such as monitors, laptops, tablets and automotive.
This article looks into the latest signals from LG Display and Samsung Display, try to decipher their new OLED strategy, look at the potential and the risk - and also explores what it means for OLED supply chain companies, such as material makers, equipment makers, and more.
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