"The AMOLED industry currently consists of emerging OLED makers Idemitsu and UDC, deposition equipment maker Tokki, PI panel supplier Ube, and leading evaporation mask supplier DNP. At present, the majority of their businesses' success are still being driven by the rising interest in AMOLED technology. As Samsung is currently still the largest and only customer of these manufacturers, the company is also expected to have some influence on their success. In the future, it will also be able to influence their products' overall supply, R&D, and patent development."from #TrendForce of #WitsView.
ube pi 在 TrendForce 集邦科技 Facebook 的最讚貼文
下世代iPhone即將導入#OLED面板消息一出,新的供應鏈廠商也陸續浮現!#TrendForce光電研究 #WitsView分析:「有機材發光的出光與UDC、蒸鍍設備的Tokki、PI基板的Ube以及光罩廠商DNP,都是伴隨著AMOLED興起而塑立全球寡佔競爭力的新興供應商。
即便如此,做為他們最大客戶同時握有面板與品牌資源的Samsung集團,現階段仍是上述這些供應商最大且幾乎唯一的客戶,因此Samsung對於這些供應商的產品開發、技術發展、專利佈局、甚至是供貨策略,都還是擁有著高度的掌控力。」
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