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QD-OLED TVs Expected in H122
Samsung Electronics vice chairman Jay Y. Lee and the heir apparent to the Samsung Group’s chairman position, should be very pleased when he is released from jail in August after his January sentence of 30-months is commuted via a parole. What he will find is a thriving Samsung Electronics with record breaking revenues and profits. But probably more important is that two key units have buried the hatchet and are now cooperating.
SDC is going to keeps its LCD fabs open and provide active matrix substrates for Samsung Visual’s Micro LED TV panels and Samsung Visual will use SDC’s QD-OLED panels for 55” and 65” TVs starting in the middle of 2022. Samsung Visual has also made a key positioning step by adding a 4th segment to its TV program
· Low Range -- LED backlit LCDs, a portion of which will use QDs
· Mid-Range – Mini LED LCDs with QDs
· High-End – QD-OLED TVs
· Super High End – MicroLED TVs
Samsung Visual has actually fallen into a solution to what had become a big problem. They had tried to position Mini LED LCDs with QDs as the High-End but were faced with a non-competitive product, where the prices had to be lowered several time to accommodate the competition. Now that they will sell OLED TVs, they can rationalize the Mini-LED pricing scheme.
Samsung Electronics Co. will launch the much-anticipated QD-OLED TV in the first half of next year, while expanding its MicroLED TV lines to enhance its presence in the super-premium market. After much debate with Samsung Electronics, the QD-OLED panels will be introduced by SDC in Q421 and turned into 55-inch and 65-inch TVs by Samsung Visual for market launch in the first half of 2022. The first-ever QD-OLED TVs will be exhibited during next year’s Consumer Electronics Show (CES) in January. Samsung also unveiled a new 110-inch MicroLED TV at CES 2021. When launched, the QD-OLED TVs will be positioned between its super- premium segment of MicroLED TVs and its flagship QLED lines.
The company follow the 55-inch and 65-inch models, with larger 70-inch QD-OLED TVs, according to industry officials. According to Samsung, the QD-OLED TV can also come in a flexible form. In March, Samsung unveiled its 2021 TV lineup, including new Mini LED TVs, dubbed the Neo QLED, and MicroLED TVs in various sizes as part of its efforts to retain its global TV market leadership for the 16th year. As we reported, Samsung initially priced the new Mini-LED TVs at a high price point and then went through several pricing iteration to get to the right place.
The Mini LED TVs use thousands of LEDs from 100 to 200 μm to produce a greater than of dimming zones than standard LED backlights. Samsung Visual plans to build a new TV manufacturing facility in Ho Chi Minh City in Vietnam dedicated to making smaller 77-inch and 88-inch MicroLED TVs, scheduled for launch by the end of this year. The new production line will begin mass production in 2022, and the company is currently ramping up its production facilities for 110-inch MicroLED TVs at the Vietnamese plant.
As we reported last week, Samsung Visual has is trying to cut the production cost of the MicroLED TVs to the level of 8K QLED TVs, by switching the MicroLED panel plate to thin-film transistors (TFTs) from printed circuit boards (PCBs). Samsung Display recently set up a task force for the development of TFTs for MicroLED panels.
Omdia reported that Samsung was the world's leading TV vendor for the 15th straight year in 2020 with a market share of 31.9%. In the first quarter of this year, its global TV market share expanded to 32.9%. TrendForce said global shipments of mini LED backlight TVs are projected to reach 4.4 million units in 2021, accounting for about 2% of the overall TV market.
Samsung Electronics vice chairman Jay Y. Lee and the heir apparent to the Samsung Group’s chairman position, should be very pleased when he is released from jail in August after his January sentence of 30-months is commuted via a parole. What he will find is a thriving Samsung Electronics with record breaking revenues and profits. But probably more important is that two key units have buried the hatchet and are now cooperating.
SDC is going to keeps its LCD fabs open and provide active matrix substrates for Samsung Visual’s Micro LED TV panels and Samsung Visual will use SDC’s QD-OLED panels for 55” and 65” TVs starting in the middle of 2022. Samsung Visual has also made a key positioning step by adding a 4th segment to its TV program
· Low Range -- LED backlit LCDs, a portion of which will use QDs
· Mid-Range – Mini LED LCDs with QDs
· High-End – QD-OLED TVs
· Super High End – MicroLED TVs
Samsung Visual has actually fallen into a solution to what had become a big problem. They had tried to position Mini LED LCDs with QDs as the High-End but were faced with a non-competitive product, where the prices had to be lowered several time to accommodate the competition. Now that they will sell OLED TVs, they can rationalize the Mini-LED pricing scheme.
Samsung Electronics Co. will launch the much-anticipated QD-OLED TV in the first half of next year, while expanding its MicroLED TV lines to enhance its presence in the super-premium market. After much debate with Samsung Electronics, the QD-OLED panels will be introduced by SDC in Q421 and turned into 55-inch and 65-inch TVs by Samsung Visual for market launch in the first half of 2022. The first-ever QD-OLED TVs will be exhibited during next year’s Consumer Electronics Show (CES) in January. Samsung also unveiled a new 110-inch MicroLED TV at CES 2021. When launched, the QD-OLED TVs will be positioned between its super- premium segment of MicroLED TVs and its flagship QLED lines.
The company follow the 55-inch and 65-inch models, with larger 70-inch QD-OLED TVs, according to industry officials. According to Samsung, the QD-OLED TV can also come in a flexible form. In March, Samsung unveiled its 2021 TV lineup, including new Mini LED TVs, dubbed the Neo QLED, and MicroLED TVs in various sizes as part of its efforts to retain its global TV market leadership for the 16th year. As we reported, Samsung initially priced the new Mini-LED TVs at a high price point and then went through several pricing iteration to get to the right place.
The Mini LED TVs use thousands of LEDs from 100 to 200 μm to produce a greater than of dimming zones than standard LED backlights. Samsung Visual plans to build a new TV manufacturing facility in Ho Chi Minh City in Vietnam dedicated to making smaller 77-inch and 88-inch MicroLED TVs, scheduled for launch by the end of this year. The new production line will begin mass production in 2022, and the company is currently ramping up its production facilities for 110-inch MicroLED TVs at the Vietnamese plant.
As we reported last week, Samsung Visual has is trying to cut the production cost of the MicroLED TVs to the level of 8K QLED TVs, by switching the MicroLED panel plate to thin-film transistors (TFTs) from printed circuit boards (PCBs). Samsung Display recently set up a task force for the development of TFTs for MicroLED panels.
Omdia reported that Samsung was the world's leading TV vendor for the 15th straight year in 2020 with a market share of 31.9%. In the first quarter of this year, its global TV market share expanded to 32.9%. TrendForce said global shipments of mini LED backlight TVs are projected to reach 4.4 million units in 2021, accounting for about 2% of the overall TV market.
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