LGD在美起诉深天马 面板专利战背后的深层博弈

Group 1 - LG Display has filed a patent infringement lawsuit against Tianma Microelectronics, claiming that several of Tianma's products infringe on its patents related to mobile LCD and OLED panels, as well as automotive LCD panels [1][3] - The lawsuit includes specific claims against Tianma's 11-inch LCD instrument panel supplied to Chevrolet and the OLED panel for Motorola Edge Plus [3] - Tianma Microelectronics has reported a significant growth in its automotive electronics business, with revenue expected to increase by over 40% in 2024, indicating a competitive threat to LGD in the North American automotive market [4][6] Group 2 - The ongoing patent disputes between Korean and Chinese display manufacturers reflect a deeper strategic competition in the global display industry, driven by the rise of Chinese firms in both LCD and OLED markets [2][6] - Chinese manufacturers are rapidly closing the technology gap with Korean firms, particularly in flexible displays and high-end applications, which has led to increased patent litigation as a defensive strategy by Korean companies [6][7] - The competitive landscape is shifting from a focus on production capacity to a focus on technological barriers, with both sides engaging in a series of patent lawsuits to protect their market positions [7][8]