Samsung QD/OLED Update
The CEO of Samsung Display (pvt) spent some time with the company’s executives and employees discussing the company’s achievements and future plans, during which he gave some specifics as to the status of the company’s QD/OLED display project. He indicated that mass production was to begin at the end of this month, with 55” and 65” displays, but also a 34” monitor, which was a bit unexpected. Since the production fab is a Gen 8.5 line, 55” panels are quite efficiently produced, while 65” panels less so, but the fab is said to be using an MMG process, which allows for different size panels to be produced from a single Gen 8.5 substrate. The 34” panel size would increase the efficiency of the less efficient panel size production.
Yield, at the initial production point was ~33%, which is to be expected given both the process and the fab are new. The utilization is expected to increase as production ramps, which should increase yield in the short term according to the company. The fab, which is Asan, South Korea, has a maximum capacity of 30,000 sheets/month when running at full utilization. As we have noted previously, Samsung is expected to show at least a prototype at CES 2022 in January, although no formal release date for the actual product has been set. SDC has been sampling product to parent Samsung Electronics, and to Sony (SNE), both of whom are expected to release QD/OLED product in 2022.
Yield, at the initial production point was ~33%, which is to be expected given both the process and the fab are new. The utilization is expected to increase as production ramps, which should increase yield in the short term according to the company. The fab, which is Asan, South Korea, has a maximum capacity of 30,000 sheets/month when running at full utilization. As we have noted previously, Samsung is expected to show at least a prototype at CES 2022 in January, although no formal release date for the actual product has been set. SDC has been sampling product to parent Samsung Electronics, and to Sony (SNE), both of whom are expected to release QD/OLED product in 2022.
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