QD/OLED – Another Price Drop
Samsung’s QD/OLED TV (55” model) has seen another price drop to a new low of $1599.99 ($1597.99 on Amazon (AMZN), putting it down 27.3% from its initial price of $2199.99, and its most recent price of $1791 on Amazon. The 55” model has declined to $1699 recently, but has now eclipsed that low. While the 65” model has declined 33.3% from its initial $2999.99 price on the Samsung website, we cannot verify any lower price on Amazon as it is available only through 3rd party sellers.
Samsung Display has been said to be increasing its QD/OLED yield, as we have previously noted, giving the company a bit more pricing flexibility and production volume so parent Samsung Electronics could be trying to increase volumes to make the QD/OLED line look more like a substantial part of the overall TV line, although our less optimistic scenario would be an excess inventory issues similar to what has been plaguing much of the CE space. As a new product and one with which consumers are unfamiliar, we still question whether parent Samsung is ready to adopt the technology as a mainstream product, which will drive the decision making process at SDC as to whether they will begin to build out additional QD/OLED capacity, as we doubt without the full support of Samsung Electronics the decision to expand capacity would be made.
Samsung Display has been said to be increasing its QD/OLED yield, as we have previously noted, giving the company a bit more pricing flexibility and production volume so parent Samsung Electronics could be trying to increase volumes to make the QD/OLED line look more like a substantial part of the overall TV line, although our less optimistic scenario would be an excess inventory issues similar to what has been plaguing much of the CE space. As a new product and one with which consumers are unfamiliar, we still question whether parent Samsung is ready to adopt the technology as a mainstream product, which will drive the decision making process at SDC as to whether they will begin to build out additional QD/OLED capacity, as we doubt without the full support of Samsung Electronics the decision to expand capacity would be made.
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