After working with allies to control the export of advanced chips and manufacturing equipment to China, the US Biden administration will next target China's OLED industry.

The picture shows an OLED TV developed by China Skyworth Group (Skyworth).

(taken from the Internet)

[Compilation of Lu Yongshan/Comprehensive Report] According to the English "Korea Times" report on April 27, people familiar with the matter revealed that after allies such as Taiwan, Japan, the Netherlands and South Korea controlled the export of advanced chips and manufacturing equipment to China, the Biden administration may To expand and suppress China's technological development, the next step will be to lock in China's OLED industry.

　According to the report, semiconductors are of strategic importance to civilian and military fields such as artificial intelligence, microelectronics, quantum computing, supersonic technology, and machine learning. Panels (especially OLEDs) are also regarded by more and more people as critical to national security. key technologies.

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　A senior government official familiar with South Korea's trade policy said in an interview that the main reason for the United States to control the export of advanced semiconductor equipment is that high-end chips play a central role in the products that the US economy needs every day and are also a matter of national security.

The official said that blocking China's dominance of the OLED industry is expected to lay the foundation for the growth of the United States and its allies in this field, so Washington may implement similar chip export control actions on the OLED industry.

　China became the world's largest panel market last year. Its goal is to use its own supply chain system to build OLED manufacturing equipment to prevent possible sanctions from the United States; the US export ban on chip manufacturing equipment is aimed at SMIC and Yangtze River Storage ( YMTC).

　An aide to former South Korean President Moon Jae-in pointed out that two years ago, Washington officials seriously considered restricting the export of OLED manufacturing equipment and materials with the help of South Korea, Japan and Taiwan.

However, because OLED may be replaced by traditional liquid crystal panels (LCD) and LEDs, and there are several excellent panel manufacturers in China, Washington finally decided to give up and instead target the Chinese chip industry.

But it is still possible that the Biden administration will turn its attack on OLED, as the confrontation between Washington and Beijing has so far shown no signs of cooling.

　In 2019, South Korea tried to restrict the export of OLED manufacturing equipment to China, but these actions were unsuccessful.

　South Korea, Japan and Taiwan must provide support if Washington wants to target China's OLED industry and limit China's production of OLED panels, a former Samsung Electronics executive said.

　However, former National Security Council (NSC) Cooper (Zack Cooper) pointed out that for Washington, OLED export control may not be a high priority because OLEDs have limited military applications.

OLED may be more advanced than other similar technologies, but it can still be easily replaced by more mature technologies.

Therefore, he is skeptical about whether the United States will regulate OLED technology.

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