Cloud gathers on Samsung OLED business

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Samsung canceled large screen OLED TV production facility investment and they will focus on UHD TV. This clearly is lame excuse for canceling OLED TV, On the contrary LG electronics will ship 77" OLED TV on 2nd half of 2014.

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Cloud gathers on Samsung OLED business

  1. 1. Cloud gathers on Samsung OLED business 14 May, 2014
  2. 2. Samsung is in catch 22 situation on their OLED business
  3. 3. Chinese are catching up with AMOLED mobile display panel
  4. 4. LG is in OLED TV mass production but Samsung in trouble
  5. 5. Samsung isn’t just failing on OLED but also on flexible display
  6. 6. Flexible display will become a true technical disruption Source: Gartner, http://www.gartner.com/newsroom/id/2408515 Materials and System internal estimation Smartphone Tablet Notebook Phablet Mobile Devices Market 2013 Flexible Display Mobile Device Market Smartphone with flexible display Notebook Convertible PC?? Convertible PC
  7. 7. Flexible display evolves into more disruptive form factors Flexible Display Roll-able Display Foldable Display •On curved surfaces •Wearable computers •Mass production stage •LGD, Samsung & etc •True technical disruption •Barrier breaker between Smartphone and tablet •To be mass produced •Material technical disruption •Barrier breaker between Smartphone and notebook •To be mass produced
  8. 8. Will Samsung keep their dominant position in future?
  9. 9. After charismatic Samsung leader gone, it is highly unlikely
  10. 10. What Materials and System is doing Materials and System’s Conductive Nanofiber Revolutionary technology Mass production ready
  11. 11. Materials and System has pilot and production facility Patented eHybrid pilot system Exiting production facility
  12. 12. Tel: 408-519-2267 eMail: jayhah7@gmail.com Skype: jayhah7 3003 N. 1st Street, Suite 221 San Jose, CA 95134, USA

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