According a equipment procurement survey published in Korea's Digital Times, seven Korean semiconductor and display makers will invest 17 to 18 trillion won in 2006, similar to levels seen in 2005. Among these companies, Samsung's semiconductor unit will focus on the construction of its fifteenth line while procuring equipment for its fourteenth line and the S line. LG Philips LCD is projected to spend 3.5 to 4.5 trillion won, although plans for
8G lines remain uncertain. Samsung SDI intends to set up an AM OLED (Active Matrix Organic Light Emitting Diode) line with 470 billion won. Investment into the fourth-phase of construction on its PDP (Plasma Display Panel) line will be reconsidered in view of changes in PDP demand.
Major Korean Semiconductor and Display Maker Investment Plan, 2006 (Trillion Won) |
Field |
Company |
2005 |
2006 (e) |
Change |
Semiconductor |
Samsung |
6.01 |
5.7~5.9 |
Decrease |
Hynix |
2.2 |
3 |
Increase (including 1.5 trillion invested in China) |
Dongbu Anam |
0.2 |
0.2 |
Flat |
Magna Chip |
0.08 |
0.1 |
Increase |
TFT LCD |
Samsung Electronics LCD |
2.86 |
2.86 |
Flat |
LG Philips LCD |
4.58 |
3.5~4.5 |
Decrease |
PDP |
Samsung SDI |
0.58 |
0~0.58 |
Considering fourth-phase of construction on PDP line |
LG Electronics |
0.4~0.5 |
0.2~0.3 |
Decrease in A3 line's 2nd, 3rd investment |
OLED |
Samsung SDI |
0 |
0.47 |
Increase |
Source: Digital Times; compiled by MIC, December 2005 |