What They Say
In its weekly blog release of data, DSCC published an interesting extract of its Advanced IT Display Report comparing the costs of miniLED and OLEDs.
12.9″ miniLED panels shown in the chart are estimated to cost $206 at the moment, ahead of the cost of tandem rigid OLEDs. At the other end of the range the firm looked at, 27″ miniLED panels are expected to have an advantage, although the analysis assumes smaller numbers of zones in the larger sized display.
What We Think
There are a lot of variables such as the number of zones in the miniLED and the degree of optimisation for a particular sized OLED made on a particular generation of fab, so if you are interested in the detail, it’s worth a look at the blog article which details the assumptions behind the calculations – and there are a number. It’s clear, though, that the kind of battle we are seeing in the premium TV market will also occur in the higher end of the IT market. There are clearly going to be some great looking displays in the next few years in notebooks, tablets and monitors!
DSCC has based its costs on tandem OLED structures – that is to say two sets of emitters to deliver higher lifetime and reliability and a significant cost adder. A breakthrough in blue materials might change the calculations considerably, but I’m not holding my breath!
The firm forecasts a decline in cost of miniLED BLUs at -11% CAGR from 2021 to 2025. That will squeeze the premium for miniLED, but it will remain a significant extra cost in competitive markets. (BR)
OLED vs. MiniLED Panel Manufacturing Costs. Source:Source: DSCC’s Quarterly Advanced IT Display Shipment and Technology Report
