Foxconn’s Large Size Panel Yield, Equal to Samsung·LG within 2016
Hyunjoo Kang / Reporter / jjoo@olednet.com
Foxconn is expected to occupy approximately 22% of 2016 Q4 global large size panel yield, similar to the levels of Samsung Display and LG Display.
Foxconn, recently confirmed to buy 66% of Sharp’s stake for $ 3.5 billion, is estimated to actively invest in improving Sharp’s panel competitiveness against Samsung Display and LG Display.
DigiTimes recently reported their research indicates Sharp’s large size panel yield will occupy 5.3% of global market in Q4 2016. This places the company on the 7th place after Samsung Display, LG Display, Innolux, AUO, BOE, and CSOT.
However, Sharp and Innolux are under Hon Hai Precision (Foxconn Technology). If the Q4 2016 large size panel yield of Sharp and Innolux are combined, the global occupancy is added to 21.9%. This is approximately the same level as Samsung Display (23.7%) and LG Display (22.7%).
Foxconn is analyzed to be investing in Sharp mainly with focus on OLED. According to a recent DigiTimes article, Foxconn is planning to invest approximately US$ 1.8 billion in OLED development.
DigiTimes estimates that Foxconn will actively begin mass production of OLED for smartphone from 2018, and expand the production to large and medium-sized OLED panel for TV, notebook, etc. Foxconn is forecast to begin shipment of OLED for TV from 2021, and annually ship 7,200,000 units of OLED panel for TV in 2025.
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