Chapter 2939 OLED
Zhou Buqi understood Zhou Shaoning's confusion and confusion.
His usual focus is not on the mobile phone industry.
Although he is very smart and has strong learning ability. Although he is a technical novice, he has mastered a lot of technical knowledge over the years. However, the scope of his study was limited to the Internet, and he had never learned the technical knowledge of the mobile phone industry.
This is very worrying.
As a technical expert in the communications industry, Zhou Shaoning does not dare to easily make cross-border judgments on the direction of the display field. Why does Boss Zhou dare to make such a bet?
This is too risky!
Asda has a large scale, but its hard power is not strong enough. It needs a longer period of accumulation and precipitation. It rushes into the display market like a fool... How can it be played like this? The key is that Asda does not have a display business.
Zhou Buqi went with Zhou Shaoning to the Asda German branch. He felt very relieved and said with a smile: "I just said during the EU meeting that the most troublesome patent dispute for Samsung now is not from Apple, but from Apple. It’s LG.”
Zhou Shaoning nodded, "Well, it is indeed LG. In the patent dispute between Samsung and Apple, there is actually a winner and loser. The two are evenly matched. But in the patent dispute 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?"
"right."
Zhou Shaoning briefly explained this.
In the current mobile phone screen market, Samsung is number one in the industry, followed closely by LG. The gap between the two sides is not too big.
There is a huge gap between domestic BOE and these two display giants. BOE's screens are generally used on feature phones. Some low-end smartphones will carefully choose BOE screens.
It can be said that BOE is not qualified to enter the game at all.
The entire display industry is watching the two giants Samsung and LG fighting each other.
However, having more intellectual property rights and holding more patents does not necessarily mean that the technology is better.
It depends on who holds the stronger core patents.
Samsung has advantages in core technology fields, and Samsung's displays are more competitive in the market. However, this cannot conceal the fact that Samsung is completely crushed by LG in terms of intellectual property rights. In the field of LCD screens, LG has a richer patent portfolio and is surrounding Samsung.
If you can't compete in the market, what should you do?
Then let's file a lawsuit!
LG has launched rounds of lawsuits against Samsung around the world. There are hundreds of lawsuits, which have tortured Samsung. This is much more serious than Apple's accusation against Samsung. Samsung has also suffered repeated defeats and has to compensate LG.
Zhou Buqi smiled and said: "Isn't that right? Samsung wants to break out of the patent blockade of LCD screens, so it focuses 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: "It is easy to judge. If the display market is still dominated by LCD screens, it means that Samsung will always be trapped by LG. Once LG has a breakthrough in its core technology in the field of LCD screens If the quality of the LCD screen produced is as good as Samsung's, then Samsung will completely lose ground, the display market will undergo major changes, and LG will replace Samsung as the dominant player in the display market. "
"Um."
"So, Samsung is more keen on new display directions than LG. If OLED screens are better and more advantageous, and are the main choice for the next generation of displays, then Samsung can completely crush them in patents, technology and market fields. LG can firmly establish itself as the number one in the market and be in a far leading position!”
"right."
Zhou Shaoning has long known this industrial logic.
However, he is an outsider in the field of display screens, and he does not dare to make judgments easily, especially in a field in which he is ignorant and cannot lead Asda forward.
Zhou Buqi didn't know that there was such a thing. After some analysis, he understood the future pattern of the display field.
So that’s it!
The current display screens are mainly LCD screens. In this field, Samsung is the first and LG is the second.
LG has a stronger advantage in the intellectual property rights of LCD screens and can even form a patent blockade on Samsung. This is their greatest confidence and capital. As long as they make further technological breakthroughs and complete research in the core area of LCD screens...then the LCD screens produced by LG can lead Samsung in all aspects!
By then, LG will be able to dominate the display market.
Therefore, for the current LG Group, the most important thing for them is not to pay attention to the emerging field of OLED screens, but to devote all their resources to breaking through the core technology of LCD screens, so that Samsung can be completely eliminated. The LCD screen is down!
Not only is it a leader in patents, it is also a leader in hard-core technology and product quality.
For Samsung, the current situation is critical.
They must find a new way out and a new direction before LG can produce an LCD screen with the same quality as their own!
Under tremendous pressure, Samsung can only follow the pace of innovation and bet on the next display track in the future - OLED screen!
Can the bet be successful?
no one knows.
But Zhou Buqi knew.
Not only has Samsung successfully bet on OLED screens, it has even brought together many domestic display manufacturers such as BOE.
There is a huge gulf-like gap between BOE and LG now.
The entire domestic display industry together has a market share of less than one-third of LG.
However, domestic display screen manufacturers are mainly "Three Galaxy". They basically learned the technology from Samsung and use the production lines that were eliminated from Samsung. Take China Star, a display company invested by TCL, for example. This "star" is actually Samsung, and it purchases display production lines retired from Samsung.
In this way, leveraging Samsung's momentum, China has also rapidly experienced rapid industrial development in the field of OLED screens.
While LG is still trying to completely win the LCD screen market, Samsung and domestic display manufacturers have already turned to OLED screens.
LG lost.
By the time LG reacted and also made OLED screens, BOE had already developed.
LG wanted to compete with Samsung for the first place in the market, but after a few years of operation, LG was shocked to find that they could not even maintain the second position in the market. Domestic display giant BOE had already followed Samsung's direction.
Zhou Buqi's thinking is quick enough.
After a brief exchange with Zhou Shaoning, he analyzed the entire OLED screen industry situation based on foresight.
Zhou Shaoning was very worried and said slowly: "When choosing a mobile phone supplier, we usually have many plans. Among them, there is the OLED screen plan. OLED screens have actually appeared for a long time, at least thirty years ago. . But this market has never been established, 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 with an OLED screen solution.”
"Oh?" Zhou Buqi didn't understand these details at all, "How is it?"
Zhou Shaoning said: "It's very bad. The stability is too poor. Some mobile phones have a black screen after being used for two months, and the screen is broken. Some mobile phones will no longer work after half a year of use. It is said...this is according to media statistics. , the failure rate of that phone’s black screen exceeded 20% within a year, and it almost became Motorola’s Waterloo. This was the risk of innovation. Since then, no mobile phone manufacturer has dared to use OLED screens. The screen will not go black if it malfunctions, and its lifespan is also very short, far inferior to LCD screens with mature technology.”
Zhou Buqi understood this.
In the future mobile phone market, why are high-end phones prone to black screen failures soon after buying them, while low-end phones rarely have black screen failures.
This is determined by the screen properties.
OLED screens are just unstable and 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, so don't they have any advantages?"
"The advantages are also obvious." Zhou Shaoning understood this better. "Someone also suggested that the Aster series could be innovative and boldly use OLED screens, but I rejected it. The advantages of OLED screens are that they are thinner and have faster response times. It is fast, has low power consumption, saves electricity, has fuller colors and has better wide-angle viewing. The advantages are indeed very obvious. If OLED screen can solve the weakness of insufficient stability, then OLED screen will definitely be the best screen for mobile phones and even TVs. choose."
"The technology hasn't been conquered yet?"
Zhou Buqi counted the time and felt that it was almost done.
Mobile phones with OLED screens will soon dominate the market.
Zhou Shaoning shook his head, "I haven't heard of it."
Zhou Buqi asked: "This German OLED screen technology company that Samsung wants to buy, what is their technical direction?"
Zhou Shaoning was slightly startled, "I don't know."
Zhou Buqi squinted his eyes, "Go check it out, maybe it's the technical direction of stability! If this is really a technology patent to enhance the stability of OLED screens, then this is very meaningful! Domestic display manufacturers They are too weak to be successful in China, and it is difficult to target the European and American markets. There is a huge information gap. Now that we have discovered this opportunity, how can we just do it? miss?"
Zhou Shaoning frowned slightly, "We want to enter the display industry? This is not a good idea!"
"No entry." Zhou Buqi smiled, then straightened his face and said loudly: "But if we don't enter, we can't make Samsung's life easier! Samsung has too much say in the display field. If we If we can hold some important patents in the display field, we can have greater strategic protection in our future cooperation with Samsung. We cannot always leave our fate to others, and we must strive for the initiative.”