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QD-OLED Expansion Decision Expected in Q421
Omdia expects Samsung Display to make a decision on the 2nd of 4 potential phases of capacity expansion for the QD/OLED project later this year, which would add another 30,000 sheets/month to the project’s potential capacity by 2023. That same timeline would begin phase 3 build-out in 2022, with that additional capacity (30,000 sheets/month) slated for production in 2024. SDC has a number of hurdles to cross before those decisions are set and is still researching whether the lines will use an OLED material as a light source or whether it will switch to nano-rods for the emitters.
Omdia expects Samsung Display to make a decision on the 2nd of 4 potential phases of capacity expansion for the QD/OLED project later this year, which would add another 30,000 sheets/month to the project’s potential capacity by 2023. That same timeline would begin phase 3 build-out in 2022, with that additional capacity (30,000 sheets/month) slated for production in 2024. SDC has a number of hurdles to cross before those decisions are set and is still researching whether the lines will use an OLED material as a light source or whether it will switch to nano-rods for the emitters.
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