LGD在美国起诉深天马 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 in a U.S. federal court, alleging that several of Tianma's products infringe on its patents related to mobile LCD and OLED panels, as well as automotive LCD panels [2][3] - The lawsuit specifically targets seven patents that cover a range of products, including an 11-inch LCD instrument panel supplied to Chevrolet and an OLED panel for the Motorola Edge Plus smartphone [3][4] - The competitive landscape indicates that LGD aims to protect its market position in the high-end automotive display sector, where it has a significant presence, as Tianma poses a threat to its customer base in North America [4][5] Group 2 - In the global automotive display panel market, Chinese manufacturers are projected to account for 53% of shipments in 2024, with Tianma holding a 16% market share, making it the second-largest player [4][6] - Tianma has reported a 25% year-on-year increase in shipments and expects over 40% revenue growth in its automotive electronics business in 2024, driven by product upgrades and cost reductions [4][6] - The ongoing patent disputes between Korean and Chinese display manufacturers reflect a deeper strategic competition as the global display industry undergoes significant restructuring [3][6] Group 3 - The recent surge in patent litigation between Korean and Chinese display giants is attributed to the rise of the Chinese display industry, which has begun to challenge the previously dominant Korean firms in both LCD and OLED markets [6][7] - Korean companies, while still holding a significant number of OLED patents, are increasingly concerned about the rapid technological advancements made by Chinese manufacturers, particularly in flexible displays and high-end applications [6][7] - The competitive dynamic is shifting from a focus on production capacity to a battle over technological barriers, particularly in high-end applications such as automotive and industrial displays [7][8]