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Samsung to Concentrate QD-OLED Production on 75”+ and Monitor Size Panels
Samsung VD has not yet committed to the QD-OLED offering from Samsung Display, but prototypes of QD-OLED TVs have been supplied to Sony, and Panasonic, according Omdia. They further reported that "Samsung Electronics has already decided on a TV lineup that it will release next year. If Samsung Electronics decides to adopt QD-OLED panels, it will be able to release QD-OLED TVs in 2022 at the earliest."
Omdia predicted that Samsung Display will target not only the TV market but the monitor market by applying multi-model glass (MMG) technology that produces one large pane 65” + and two or more smaller panels/substrate. Omdia predicts that Samsung Display will produce two 82-inch TV panels and three 32-inch monitor panels. Per substrate, or two 78-inch panels and six 27-inch panels per substrate. Omdia says that Samsung Display will likely enter the 32-inch 8K monitor market with its QD-OLED panels, adding that ASUS, MSI, and AOC Dell are likely to become customers. Currently, the main players in the 32-inch 8K monitor market are LG Display, which entered the market in 2017, Sharp and AUO, which started shipping in 2020.
If Omdia is accurate, SDC’s strategy of defocusing on the popular 48” to 65” panels is a concession to LG Display, whose OLED TV panels target 48”, 55” and 65” sizes with only a small percentage are over 65”. It may be a result of the QD-OLED higher panel cost, especially when compared to the Guangzhou Gen 8.5 fab, where the Chinese government subsidizes ~75% of the capex and the yields should be significantly less that LG’s 90%.
Samsung VD has not yet committed to the QD-OLED offering from Samsung Display, but prototypes of QD-OLED TVs have been supplied to Sony, and Panasonic, according Omdia. They further reported that "Samsung Electronics has already decided on a TV lineup that it will release next year. If Samsung Electronics decides to adopt QD-OLED panels, it will be able to release QD-OLED TVs in 2022 at the earliest."
Omdia predicted that Samsung Display will target not only the TV market but the monitor market by applying multi-model glass (MMG) technology that produces one large pane 65” + and two or more smaller panels/substrate. Omdia predicts that Samsung Display will produce two 82-inch TV panels and three 32-inch monitor panels. Per substrate, or two 78-inch panels and six 27-inch panels per substrate. Omdia says that Samsung Display will likely enter the 32-inch 8K monitor market with its QD-OLED panels, adding that ASUS, MSI, and AOC Dell are likely to become customers. Currently, the main players in the 32-inch 8K monitor market are LG Display, which entered the market in 2017, Sharp and AUO, which started shipping in 2020.
If Omdia is accurate, SDC’s strategy of defocusing on the popular 48” to 65” panels is a concession to LG Display, whose OLED TV panels target 48”, 55” and 65” sizes with only a small percentage are over 65”. It may be a result of the QD-OLED higher panel cost, especially when compared to the Guangzhou Gen 8.5 fab, where the Chinese government subsidizes ~75% of the capex and the yields should be significantly less that LG’s 90%.
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