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Join Date: Dec 1999
Location: Stop making curved screens
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It's pretty clear that LG has some amount of IP preventing another company (especially one in Korea) from easily duplicating what they've done legally.
It's also pretty clear that Samsung understands it won't catch LG with a me-too technology given LG's (1) formidable lead (2) progress towards completing enough fab capacity toward essentially having majority share of the high end.
This leaves Samsung with a couple of choices:
1) Make LCD better.
2) Make OLEDs using a new, much cheaper, technique such that it can launch them at prices comparable to LG and then lower prices more quickly than LG will.
3) Make another technology work, e.g. emissive quantum dots.
None of these are good choices. No amount of magic hand waving makes them good choices. Ergo, Samsung has a dilemma.
There's a saying about "everything in moderation". If only it was applied to well, you know...