Samsung Display Delays Investment in QD-OLED, Original LCD Production Line to Produce IT OLED
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Update time : 2022-07-28 11:30:53
Recently, according to industry news, Samsung Display internal decision to produce LCD TV panels for the 8.5 generation L8-2 production line to OLED production line for IT. At the same time, in order to solve the problem of supplying equipment for the 8.5 generation display panel production line, Samsung Display started negotiations with equipment companies.
Sources said that Samsung Display will order relevant equipment for the 8.5 generation IT OLED production line from the end of this year, and is expected to complete equipment import in the first half of next year. It is predicted that since Apple plans to release its next-generation iPad products in 2025, Samsung Display may aim to provide OLED panels for Apple iPad products and will start mass production in the second half of next year.
It is understood that Samsung Display has set the output of the 8.5 generation IT OLED panel at 15,000 pieces per month, and the initial investment is expected to reach 2 trillion to 3 trillion won (equivalent to RMB 10.4 billion to 15.6 billion). Although the exact scale of investment was not disclosed, this investment scale is similar to the scale of Samsung Display's construction of the 8.5 generation QD-OLED production line in the L8-1 line.
The move to convert the L8-2 line to an IT OLED production line indicates that the much talked about QD-OLED investment has been lowered to a lower priority.
For Samsung Display, after exiting the LCD business, it is "betting" on the future in the QD-OLED technology route and has elevated the QD Display project to a strategic level, hoping to lead the OLED market. At the end of last year, Samsung Display held a QD-OLED panel shipment ceremony, QD-OLED panel after more than two years of research and development and trial production finally achieved mass production, but due to the low yield of QD-OLED panels, has not been able to meet market expectations. However, recently Samsung Display President Choi Cho-Sun announced the first half-year results when he declared that Samsung QD-OLED panel production yields have increased to 85%.
Aowei Ruiwo senior research manager Rong Chaoping told reporters that QD-OLED TV panel prices are high and cannot match the requirements of brand manufacturers for cost control, further affecting the terminal pricing of QD-OLED TVs.
In the huge Samsung Group, the production of QD-OLED panel Samsung Display and the production of TV Samsung Electronics in their respective claims there are differences, and the two Samsung subsidiaries in the panel price negotiations once there were differences and disputes. In this case, Samsung display QD-OLED delayed Samsung Electronics high attention and investment. According to the group intelligence consulting (Sigmaintell) is expected in 2022, the global QD-OLED TV shipment scale of about 700,000 units, the future shipment scale of stable growth, is expected to exceed 1 million units in 2024, the overall scale is still relatively limited.
Some analysts believe that Samsung display the original LCD production line into IT OLED production line, can be described as a reluctant move, and so the development of QD-OLED speed will also be affected.
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