Re-explosion LED industry talent war: Samsung v. 11 people leaked OLED core technology

Samsung LG "same room"

Recently, Samsung (microblogging) filed a lawsuit against 11 people (including 6 former, current Samsung researchers, and 5 LG managers) in the name of the core manufacturing technology that revealed the next generation of monitors. One of them has been arrested. .

Allegedly leaking is the small mask scanning technology information required for the manufacture of large AMOLED TV monitors. Samsung started research and development four years ago and participated in more than 500 researchers. The investment amount is 1 trillion won (equivalent to RMB). 6.062 billion yuan).

In November last year, Zhao Mobile, a former senior researcher at Samsung Mobile Display (SMD), moved to LGD (LG Display) to provide AMOLED manufacturing technology to LGD and charged a fee of 190 million won. Relevant personnel later discovered the key technologies of SMD and LGD when they tried to go to a Chinese display company and were discovered by the South Korean police.

SMD replied on April 10: "The South Korean police are investigating and collecting evidence, Samsung SMD is currently unable to respond."

Technical warfare

It is hard to imagine that the same is the Korean electronics giant, the gap between Samsung and LG is so deep. LG's annual new product launch in the Chinese market is often the same day or every other day with Samsung's China Annual Meeting. The two sides even have competition for media reporters.

According to industry insiders, this is not Samsung's "first time." Samsung has developed OLEDs earlier and has stronger strength, and the OLED patent protection is quite strict. Previously, people who had changed from Samsung to LG had been sued and sentenced by Samsung for patent disputes. It is estimated that such incidents will continue in the future.

At this year's CES show in the United States, Samsung and LG all exhibited 55-inch OLED TVs. Both are competing for the commanding heights of next-generation displays. Samsung plans to invest in the 8.5th generation OLED production line, and LG has similar plans.

According to foreign media reports, a SMD executive said that LGD can not use White-OLED technology to create high-quality OLED panels, while SMD uses RGB-OLED technology. It is expected that LGD will adopt the technology suspected of leaking after one or two years. The damage caused to SMD by this incident may reach 30 trillion won in the next five years.

LGD responded that SMD's statement is to ruin the reputation of LGD, which does not need the above technology to manufacture products. A LG executive said that because there are only two panel makers in Korea, the flow of some people cannot be avoided, and overseas development is another option for these people.

At present, Samsung accounts for 99% of the global OLED panel supply and is in an absolute monopoly position. It also acquired a large number of research institutes and patents. After the bankruptcy of Kodak (microblogging), Samsung took the opportunity to acquire the OLED core patent owned by Kodak and became the overlord.

Difficult to industrialize

Samsung not only monopolizes technology, but also builds its own industrial chain in materials and equipment. After buying the Japanese OLED production equipment, the Korean company was immediately dismantled to imitate it. Next time it went to a new production line, it switched to Korean equipment.

According to the industry, OLED industrialization is much more difficult than PDP and LCD. Many devices need to be customized, which requires higher equipment than LCD; the precision of the plant is higher; the materials and products are closely combined. For example, the Samsung AMOLED IC (chip), even if purchased, must be used in one-to-one correspondence with the product. Therefore, OLED manufacturing has a lot of know-how. Samsung AMOLED has a high resolution and many patents in the production process.

There are three major obstacles to OLED industrialization: First, it is difficult to find experts with mass production experience, Samsung is very strict; second is equipment, Samsung has a lot of Korean equipment factories, and there are restrictions on the purchase of equipment in China; third, materials, in the United States In the hands of the people, exclusive supply to Samsung.

A domestic display company said that the flow of talent is very common in this line, equipment can be bought, but people who operate equipment still have to cultivate themselves. OLED project engineers have not been trained for three or five years. The people coming out of colleges and universities are far from the requirements of industrialization.

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