Top of the Great Era

Chapter 2939 OLED

Zhou Buqi understood Zhou Shaoning's confusion and bewilderment.

His usual focus is not on the mobile phone industry.

Although he is very smart and has a quick learning ability, and although he is a technical novice, he has mastered a lot of technical knowledge over the years. However, his learning scope is limited to the Internet, and he has never learned any technical knowledge about the mobile phone industry.

This is very worrying.

As a technical expert in the communications industry, Zhou Shaoning does not dare to easily cross the border to make any directional judgments in the field of display screens. Why does Boss Zhou dare to make such a bet?

  This is too risky!

Astar is large in scale, but its hard power is not strong enough, and it needs more time to accumulate and settle. It rushed into the display screen market like a rookie... How can it be played like this? The key is that Astar does not have a display screen business.

Zhou Buqi went to the German branch of Asda with Zhou Shaoning. He felt relieved and said with a smile: "Just now, the EU said at the meeting that Samsung's most troublesome patent dispute is not from Apple, but from LG."

Zhou Shaoning nodded, "Yes, it is indeed LG. In the patent disputes between Samsung and Apple, both sides have won and lost, and the two are evenly matched. However, in the patent disputes between Samsung and LG, Samsung has always been at a disadvantage."

"What kind of patent is it?"

Zhou Buqi basically guessed it.

Sure enough, Zhou Shaoning gave an accurate response, "Display screen."

Zhou Buqi smiled and said, "Is it an LCD screen?"

"Correct."

Zhou Shaoning gave a brief explanation on this.

In the current mobile phone screen market, Samsung is the industry leader, followed closely by LG, and the gap between the two is not too big.

There is a huge gap between China's BOE and these two display giants. BOE's screens are generally used in feature phones. Some low-end smartphones will carefully choose BOE's screens.

It can be said that BOE is completely unqualified to enter the market.

The entire display industry is dominated by the battle between the two giants, Samsung and LG.

However, having more intellectual property rights and patents does not necessarily mean better technology.

It depends on who holds the stronger core patent.

Samsung has an advantage in core technology, and its display screens are more competitive in the market. However, this cannot hide the fact that Samsung is being completely crushed by LG in terms of intellectual property rights. In the field of LCD screens, LG has a richer patent portfolio, which is surrounding Samsung.

  What should I do if I can’t compete in the market?

Then let’s sue!

LG has launched hundreds of lawsuits against Samsung around the world, which has tortured Samsung to the point of exhaustion. This is much more serious than Apple's accusations against Samsung. Samsung has also suffered repeated defeats and has to pay compensation to LG.

Zhou Buqi smiled and said, "That's right. Samsung wants to break out of the patent blockade of LCD screens, so it has set its sights on the new OLED screens, right?"

Zhou Shaoning said: "That's right. Samsung is obviously more active and proactive than LG in the layout of OLED screens."

Zhou Buqi smiled and said, "That's easy to judge. If the display screen market is still dominated by LCD screens, it means that Samsung will always be trapped by LG. Once LG has a breakthrough in the core technology of LCD screens and the quality of the LCD screens it produces is as good as Samsung's, Samsung will completely lose its position, and the display screen market will undergo a major change. LG will replace Samsung as the dominant player in the display screen market."

"Ah."

"Therefore, Samsung is more enthusiastic about the new display screen direction than LG. If OLED screen is better and more advantageous, and is the main choice for the next generation of display screens, then Samsung can comprehensively crush LG in the fields of patents, technology and market, and can firmly sit on the top of the market and be in a far-leading position!"

"Correct."

Zhou Shaoning has long known this industrial logic.

However, he was a layman in the field of display screens, and he did not dare to make judgments rashly, especially not to lead Estar to charge forward in a field of his own ignorance.

Zhou Buqi had no idea about this. After some analysis, he understood the future landscape of the display screen industry.

  So that’s it!

Today's display screens are mainly LCD screens. In this field, Samsung is first and LG is second.

LG has a stronger advantage in the intellectual property rights of LCD screens, and can even form a patent blockade against Samsung. This is their biggest confidence and capital. As long as they have further technological breakthroughs and complete the research and development in the core field of LCD screens... then, the LCD screens produced by LG can lead Samsung in all aspects!

By then, LG will dominate the display market.

Therefore, for the current LG Group, the most important thing is not to focus on the emerging OLED screen field, but to devote all their resources to breaking through the core technology of LCD screens, so that Samsung's LCD screens can be completely dethroned! Not only leading in patents, but also in hard-core technology and product quality.

The current situation is very critical for Samsung.

  They must find a new way out and a new direction before LG produces LCD screens with the same quality as their own!

Under tremendous pressure, Samsung can only keep pace with innovation and bet on the next display screen in the future - OLED screen!

Can the bet be successful?

no one knows.

But Zhou Buqi knew.

Samsung not only successfully bet on OLED screens, but also brought up many domestic display manufacturers such as BOE.

There is a huge gap between BOE and LG now.

The entire domestic display industry combined has less than one-third of LG's market share.

However, most of the domestic display screen manufacturers are from the "Samsung system", and they basically learned the technology from Samsung and used the production lines that were eliminated from Samsung. For example, the display screen company CSOT invested by TCL, the "star" here is actually Samsung, and they purchased the display screen production lines that were retired from Samsung.

In this way, taking advantage of Samsung's momentum, China has also rapidly developed its industry in the field of OLED screens.

While LG is still trying to completely take over the LCD screen market, Samsung and domestic display manufacturers have already turned to OLED screens.

LG lost.

By the time LG reacted and started making OLED screens, BOE had already developed.

LG wanted to compete with Samsung for the top spot in the market, but after several years of operation, LG was shocked to find that they could not even maintain their second place in the market. The domestic display giant BOE had already taken the lead over Samsung.

Zhou Buqi's mind is quick enough.

After a brief conversation with Zhou Shaoning, I analyzed the entire OLED screen industry situation based on my foresight.

Zhou Shaoning was very worried and said slowly: "When choosing a mobile phone supplier, we usually have many options. Among them, there is the OLED screen option. OLED screens have actually been around for a long time, at least thirty years. But this market has never been built up, the technology is not mature enough, and the stability is extremely poor. In fact, as early as seven or eight years ago, when color mobile phones first appeared, Motorola had a mobile phone that used the OLED screen solution."

"Oh?" Zhou Buqi didn't know these details at all. "How is it?"

Zhou Shaoning said, "It's terrible. The stability is too poor. Some phones went black after two months of use. The screen broke. Some phones broke after half a year. It is said... this is a statistic from the media. The failure rate of that phone with a black screen within a year exceeded 20%. It almost became Motorola's Waterloo. This is the risk of innovation. Since then, no mobile phone manufacturer dares to use OLED screens. Even if there are no failures or black screens, the lifespan is very short, far inferior to the mature LCD screen."

Zhou Buqi understood this.

In the future mobile phone market, why is it that high-end phones are always prone to black screen failures not long after purchase, while low-end phones rarely have black screen failures?

This is determined by the screen properties.

OLED screens are unstable and are not as reliable as the LCD screens used in low-end phones.

Zhou Buqi asked: "OLED screens have weak stability, short lifespan, and high prices. Does it have any advantages?"

"The advantages are also obvious." Zhou Shaoning is more familiar with this. "Someone has suggested that the Aster series should be innovative and boldly use OLED screens, but I rejected it. The advantages of OLED screens are that they are thinner, have faster response time, lower power consumption, and are more energy-efficient. In addition, the colors are richer and the wide-angle vision is better. The advantages are indeed very obvious. If OLED screens can solve the weakness of insufficient stability, then OLED screens will definitely be the best screen choice for mobile phones and even TVs."

“Has the technology not yet been conquered?”

Zhou Buqi calculated the time and felt that it was about time.

Mobile phones with OLED screens will soon dominate the market.

Zhou Shaoning shook his head, "I haven't heard of it."

Zhou Buqi asked: "What is the technical direction of the German OLED screen technology company that Samsung wants to buy?"

Zhou Shaoning was slightly stunned, "I don't know."

Zhou Buqi narrowed his eyes. "Go check it out. Maybe it's the technical direction of stability! If this is really a technical patent for enhancing the stability of OLED screens, then it's of great significance! Domestic display manufacturers are too weak. They can't even make it in China. It's hard for them to target the European and American markets. There is a huge information gap. Even if there is an opportunity, they don't know about it. Now that we have discovered this opportunity, how can we miss it?"

Zhou Shaoning frowned slightly, "We are going to enter the display industry? This is not a good idea!"

"No." Zhou Buqi smiled, then his face straightened and he said in a resounding voice: "But if we don't enter, we can't let Samsung have an easy life! Samsung has too much say in the display field. If we can hold some important patents in the display field, then we can have greater strategic guarantees in future cooperation with Samsung. We can't always leave our fate to others, we must strive for the initiative."