QD/OLED Ready to Go?
As we have previously noted, Samsung Display (pvt) has been shipping samples of its Quantum Dot/OLED display panels to parent Samsung Electronics and other potential customers for evaluation, with the hope that they will find enough demand to justify the production of such panels at their Q1 fab in Asan, South Korea. While the project has faced an initial lack of enthusiasm from Samsung Electronics, more recently the project seems to have been accepted wholly, with SDC committing to starting production in November and sets shown at CES 2022 in early January.
While we are optimistic about the prospects for QD/OLED, we are a bit conservative in what we believe can be produced in 2022, based on production limitations and yield more than demand. We expect production to be 1.32m units over the next 14 months ending 12/22, with 1.28m being produced in 2022 itself. We base these estimates on capacity and yield, using 55” and 65” displays only, as these are a logical combination using MMG (Multi-mode glass) on a Gen 8.5 line. When actual set shipments will begin and where the sets will be released is still quite speculative, and we note that our estimates are a bit lower than most we have seen.
While we are optimistic about the prospects for QD/OLED, we are a bit conservative in what we believe can be produced in 2022, based on production limitations and yield more than demand. We expect production to be 1.32m units over the next 14 months ending 12/22, with 1.28m being produced in 2022 itself. We base these estimates on capacity and yield, using 55” and 65” displays only, as these are a logical combination using MMG (Multi-mode glass) on a Gen 8.5 line. When actual set shipments will begin and where the sets will be released is still quite speculative, and we note that our estimates are a bit lower than most we have seen.
Samsung Display QD/OLED Unit Production -2022 - Source: SCMR LLC
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