[Samsung SDI Concall] "Polarizing Film, Over Half of Customers from Greater China"
On the 30th, during the Q4 earnings conference call for last year, Samsung SDI stated, "As of last year, the proportion of Greater China customers in the polarizing film business has already exceeded half," and added, "The reduction in operating rates of domestic customers' display lines will not have a significant impact on our profits."
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They continued, "Currently, Greater China customers are operating 10.5-generation panel lines," and added, "As a result, the demand for films corresponding to premium products is expected to increase."
This content was produced with the assistance of AI translation services.
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