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OLED & LCD displays, Samsung / LG / BOE
Asan, South Korea36.79°N 127.00°E
computed criticality10/100
reading
Samsung Display leads OLED (~52% large-area), LG Display 2nd; BOE #1 panel maker (LCD)
2024Fault line
The panels of phones, TVs and computers come from Korea (OLED) and increasingly China (LCD, BOE), after decades of investment the West gave up. A total dependence for a component in every device.
Actors
Samsung Display
LG Display
BOE
TCL CSOT
Sources