LeeWoo-jong
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Samsung Mobile Display promises 10x increase in production next year, end to AMOLED shortages
We already knew about Samsung's grand plans for expanding its display production in 2011, but now we also have a number to give us a sense of scale: 30 million. That's how many screens the new Mobile Display fab (set to go live in July) will be able to churn out in a month, a vastly superior rate than the current 3 million maximum. Lee Woo-Jong, the display business' marketing VP, tells us its estimates for AMOLED market demand have been revised upwards to 700 million units in 2015, with the new facility obviously being the key cog in making that growth happen. Intriguingly, he also notes that Super AMOLED -- one of the big attractions of the Galaxy S line of Samsung phones -- is not exclusive to Samsung's electronics arm, everyone can apparently use it. That directly contradicts what we heard from Sammy's mobile reps, but then this is hardly the first time that one part of Samsung doesn't know what the other is doing. Still, it's nice to at least dream of a S-AMOLED HTC HD7, no?
Samsung's AMOLED division is now profitable, expects major smartphone growth in 2010
If you want the dish on what's happening with mobile displays, Lee Woo-Jong, VP for marketing at Samsung Mobile Display, is as good a person to ask as any. The chap has been telling the Reuters Global Technology Summit that his company has finally gone into the black with its AMOLED production line, and that its research projects a 50 percent jump in smartphone shipments in 2010 relative to 2009. This is expected to boost demand, which is already exceeding supply, for high-quality displays. Samsung says shortages might be experienced all the way until next year, but has reiterated its belief that AMOLED is the future with a $2.15 billion investment into expanding its production lines, while also predicting a 30-fold growth in shipments of such displays by 2015. Every handset out there looking like the Wave? We could learn to live with that.
