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Summary

삼성디스플레이와 LX세미콘이 디스플레이 반도체 동맹을 맺었다. 디스플레이의 화소를 제어하는 반도체인 DDI를 개발하고 이를 삼성디스플레이가 사용하는 것이며, 이는 공급망 불안정의 이유로 성사됐다. 그리고 양사는 DDI 뿐만 아니라 터치 입력을 가능케 하는 터치IC 분야로도 협력을 확대할 방침이며, 이는 다른 기업들에 대해 새로운 이정표가 될 전망이다.

Q&As

What is the strategic alliance between Samsung Display and LXSemicon?
The strategic alliance between Samsung Display and LXSemicon is for the development and use of Display Driver Integrated (DDI) chips.

What is the purpose of DDI?
The purpose of DDI is to control the pixels of a display, making it possible for photos and videos to appear on the screen.

What is the current status of the supply chain due to the COVID-19 pandemic?
The supply chain is currently being relieved from shortages due to the spread of COVID-19, but recent confusion has highlighted the need for supply chain stabilization.

What are the potential benefits of the partnership between Samsung Display and LXSemicon?
The potential benefits of the partnership between Samsung Display and LXSemicon include the creation of new value and the setting of a new industry standard for collaboration between companies that were previously in competition.

What are the possibilities for Samsung Display and LXSemicon to collaborate in the future?
The possibilities for Samsung Display and LXSemicon to collaborate in the future include expanding their partnership into the field of touch ICs, which enable touch input on displays, as well as the possibility of their collaboration being used in Apple's next-generation iPad with OLED.

AI Comments

👍 It is commendable that Samsung and LX have taken the bold move of breaking tradition and forming a strategic partnership. This could lead to new opportunities and help stabilize the supply chain going forward.

👎 Despite this positive step, the issue of the supply shortage due to the COVID-19 pandemic is still unresolved and there is still a risk of disruption.

AI Discussion

Me: It's about Samsung and LX forming an alliance in the display semiconductor market. They are collaborating on the development of display driver integrated circuits (DDI) for use in Samsung displays. This is a big shift from the traditional competition between the two companies.

Friend: Wow, that is really interesting! What implications does this have for the industry?

Me: Well, this new partnership could set a precedent for other companies in the industry who may have been hesitant to collaborate due to competition. It could also lead to an increase in the stability of the supply chain, as the two companies will be working together to develop and provide components. This could also result in better quality products as the two companies share their expertise and resources to improve their offerings. In addition, it's possible that this collaboration could lead to the development of other new technologies or components in the future, as the two companies are now working together.

Action items

Research the current OLED DDI market share and analyze the potential impact of the Samsung-LX partnership.
Monitor the progress of the Samsung-LX partnership and analyze the potential implications for the industry.
Analyze the potential implications of the Samsung-LX partnership for Apple's next-generation iPad.

Technical terms

DDI: Display Driver Integrated, a semiconductor that controls the pixels of a display.
OLED: Organic Light Emitting Diode, a type of display technology that uses organic compounds to produce light.
LX: LG Electronics, a South Korean electronics company.
DB하이텍: DB Hi-Tech, a South Korean semiconductor company.
팹리스: Panelist, a company that produces display panels.
터치IC: Touch Integrated Circuit, a type of semiconductor that enables touch input on displays.