Samsung QD/OLED – Something New?
Samsung Display (pvt) has been working on the development of QD/OLED technology for years and much of the recent speculation about the potential commercialization of same has been focus on when production will begin and when consumers will be able to purchase sets using the technology. There has been considerable nuance from prognosticators, some saying production has begun and sets using the technology will be out before the end of this year, while others say that actual production will not start until later this year, with a product release some time in 1H ’22. Samsung Display has not made any official comments about the new process, but recently a number of low-tier blogs have picked up on the fact that Samsung Display’s corporate site has, in the quantum dot section of their site, a picture titled “Blue self-luminescence”, which they have decided means SDC is readying their QD/OLED product.
Along with that ‘revelation’, Korean firm UBI noted that based on the scheduling for the CES in 2022 (January) they expect an official announcement from Samsung (Display or Electronics) at the show and a release in the 1st half of the 2022 year. Citing an additional article in the Korean Economic Daily (which is also based on the same information), the blogs have suddenly decided that something new and exciting is going to emanate from Samsung in the near future. As it turns out the “Blue self-luminescence” panel that is shown on the SDC site does not specifically indicate that it is an OLED panel, but just that it generates its own blue light which leaves open the idea that it could be OLED or LED nano-rods or micro-LEDs, so we see this sudden ‘new information’ as nothing new unless you are new to the display space.
As we have noted in a number of previous notes, we believe SDC is producing QD/OLED panels for evaluation, which means they go to potential customers who test the panels and make suggestions as to how to improve or make the panels more practical for commercial use. When SDC believes it has met the bulk of both its internal goals and those of its potential customers, it will produce a ‘final’ panel and potential customers will test and make a final decision on whether they will place orders. Either Samsung Display or Samsung Electronics (hopefully the later) will show a QD/OLED or QD/Nano device at CES 2022, but the timeline is no different today than it was yesterday, despite the blog headlines.
Along with that ‘revelation’, Korean firm UBI noted that based on the scheduling for the CES in 2022 (January) they expect an official announcement from Samsung (Display or Electronics) at the show and a release in the 1st half of the 2022 year. Citing an additional article in the Korean Economic Daily (which is also based on the same information), the blogs have suddenly decided that something new and exciting is going to emanate from Samsung in the near future. As it turns out the “Blue self-luminescence” panel that is shown on the SDC site does not specifically indicate that it is an OLED panel, but just that it generates its own blue light which leaves open the idea that it could be OLED or LED nano-rods or micro-LEDs, so we see this sudden ‘new information’ as nothing new unless you are new to the display space.
As we have noted in a number of previous notes, we believe SDC is producing QD/OLED panels for evaluation, which means they go to potential customers who test the panels and make suggestions as to how to improve or make the panels more practical for commercial use. When SDC believes it has met the bulk of both its internal goals and those of its potential customers, it will produce a ‘final’ panel and potential customers will test and make a final decision on whether they will place orders. Either Samsung Display or Samsung Electronics (hopefully the later) will show a QD/OLED or QD/Nano device at CES 2022, but the timeline is no different today than it was yesterday, despite the blog headlines.
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