The move reflects the need for a new technical manager at Samsung
Samsung’s smartphone business plans to use Sony’s OLED on silicon (OLEDoS) for its extended reality (XR) device, TheElec has learned.
Samsung MX Business’ decision to use the Japanese company’s technology rather than its subsidiary Samsung Display, which is also developing its own OLEDoS technology, reflects Samsung’s need for a new position to oversee the development of new semi-automatic devices. conductors (not consumer electronic devices but electronic components such as OLEDs and transistors).
This new device development position is expected to oversee technology development across all of Samsung’s electronics businesses, such as Samsung MX, Samsung DS (its chip division), Samsung Display and Samsung Electro-Mechanics.
Samsung MX Business could have used Samsung Display’s technology rather than Sony’s if there had been close collaboration between Samsung subsidiaries.
A similar situation is occurring with Samsung Electro-Mechanics’ development of a glass core substrate.
There is no collaboration with Samsung Display on the technology, which is strange because Samsung Display has expertise in glass processing.
This lack of clear roles and responsibilities is a huge waste of resources.
Microdisplays such as OLEDoS and glass substrates require close collaboration between semiconductor processing technologies, displays, semiconductor boards and display glass.
This represents an opportunity for Samsung if done right, as it has business units capable of handling all relevant technologies.
But the current reality is very different. Samsung Display launched what it called Project M to develop OLEDoS and LED technologies on silicon in late 2022.
But the loss for Sony means it will lose valuable production experience. Samsung Display is the leader in iPhone OLED panels compared to rivals LG Display and BOE as it has started manufacturing OLED panels. This type of production experience makes it difficult to catch up with competitors.
Glass core substrates transform the base material of glass particle board from resin. Despite the change in material, the formation of layers of film and insulation around the core will likely occur in a flip-chip ball grid-like fashion.
There is also technological development around replacing the silicon interposer with glass. Glass has greater chemical resistance than silicon, and glass interposers are already used for some medical devices.
Samsung Electro-Mechanics works on both technologies. This means it could benefit from glass technology support from Samsung Display. It can also develop custom chip packages using glass boards and interposers with Samsung DS.
저작권자 © THE ELEC, Korean Electronics Industry Media
