國(guó)際電子商情報(bào)道，全球最大的液晶面板（
LCD）生產(chǎn)企業(yè)韓國(guó)三星電子20日宣布分拆LCD面板業(yè)務(wù)，成立單獨(dú)子公司“三星顯示器”（Samsung Display Co.），新公司將于今年4月1日正式成立。
不過雖然三星作出了這個(gè)決定，不過仍然需要等待股東會(huì)的同意。而在另一邊廂，該公司的副執(zhí)行長(zhǎng)兼 LCD 部門主管 Donggun Park 則樂觀地說“這個(gè)分拆行動(dòng)可以讓到我們更快地作出商務(wù)決策和對(duì)客戶的響應(yīng)?！本驮谶@個(gè)決定的一個(gè)月之前，三星才以 9.39 億美元買下 Sony 的 S-LCD 股份，這次的決策實(shí)在來得頗突然。
輝煌一時(shí)的LCD平板電視mxSesmc
三星方面表示，分拆原因是LCD技術(shù)已經(jīng)成為普眾技術(shù)，中國(guó)不少彩電廠商也擁有了上游面板生產(chǎn)線，這分流了不小的市場(chǎng)，所以三星決定大力發(fā)展OLED新技術(shù)。對(duì)于三星未來如何處置LCD業(yè)務(wù)，三星方面并未做明確表態(tài)。
有業(yè)內(nèi)分析師認(rèn)為，分拆業(yè)務(wù)其實(shí)是為了甩掉包袱。
據(jù)了解，韓國(guó)交易所曾經(jīng)在情人節(jié)的當(dāng)日要求過 Samsung（三星） 交代會(huì)不會(huì)將旗下 LCD 業(yè)務(wù)分拆，他們只說正在考慮中。而在今日，三星終于正式?jīng)Q定了將業(yè)務(wù)分拆，計(jì)劃在本年的 4 月 1 日成立暫定名為“Samsung Display”的有限公司，并注資 66 億美元。
實(shí)際上，自2010年下半年以來，液晶面板產(chǎn)業(yè)一直萎靡不振。低迷的價(jià)格和持續(xù)下滑的市場(chǎng)需求讓擁有面板上游資源的企業(yè)都陷入巨虧局面，三星液晶面板去年虧損1.5萬億韓元；LG Display已經(jīng)連續(xù)五個(gè)季度虧損；夏普預(yù)計(jì)2011財(cái)年凈虧損將達(dá)到創(chuàng)紀(jì)錄的2900億日元。而LCD面板遲早會(huì)被淘汰已經(jīng)成為行業(yè)共識(shí)，各大廠商都在加大OLED產(chǎn)業(yè)的布局，不光是三星，LG、索尼等企業(yè)都已經(jīng)加大了OLED產(chǎn)業(yè)的投入。
分拆之后，三星LCD業(yè)務(wù)將與負(fù)責(zé)OLED業(yè)務(wù)的子公司（SMD）合并重組。李秋緯認(rèn)為，OLED與LCD部分研發(fā)人員、專利、設(shè)備可以共用，把兩種面板資源進(jìn)行整合，有利于降低成本。未來OLED的產(chǎn)量越來越多，部分LCD的生產(chǎn)線可以改造成OLED生產(chǎn)線。
另有消息顯示，新公司有與三星移動(dòng)顯示部門合并的可能性。
編譯：Luffy Liu
本文授權(quán)編譯自EE Times，版權(quán)所有，謝絕轉(zhuǎn)載
參考英文原文：Samsung drops LCD business,by Peter Clarke
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Samsung drops LCD business
Peter Clarke
LONDON – The board of directors of South Korean electronics giant Samsung Electronics Co. Ltd. has approved a plan to spin-off its LCD business. The plan is expected to receive shareholder approval at a meeting scheduled for March 16.
As a result the LCD business will become a wholly-owned subsidiary of Samsung Electronics with effect from April 1, 2012. Samsung will then consider various restructuring measures including a merger with Samsung Mobile Display and S-LCD Corp., Samsung said.
It is expected that the LCD business will attempt to focus on particular niche applications while OLED displays within Samsung will be used for the mass market of consumer applications.
OLED is an emissive display that works without a backlight. It has a wider viewing angle that LCD and can be thinner and lighter than LCD. Until recently LCD maturity meant it had cost advantages at larger sizes and OLED has a shorter operational life than LCD.
In a statement Samsung said: "Currently, the display market is undergoing rapid changes with OLED panels expected to fast replace LCD panels to become the mainstream. Amid this structural change of the display industry, adopting measures for change and innovation, including business restructuring, are essential to improve our competiveness for our display business."
Samsung did not indicate how many employees would be impacted by the change. Samsung said that, in principle, the new [subsidiary] corporation will pick up all employment contracts and relevant legal responsibilities including severance pay, pertaining to all the current employees.
