What They Say
Korean news site, The Elec, said that the on-going discussions between Samsung’s TV business and LG Display over the possible supply of OLED panels are focused mainly around the lowest cost version of LGD’s OLEDs. The blog said that there are three levels of panel available from LGD, the R (200 cd/m²), the P (180 cd/m²) and the R (150 cd/m²). The move is said to be to maximise the profitability of OLED TVs. Samsung is also said to be pushing to get a cheaper version of the R model.
LG Electronics is reported to be using all three versions of the panels in different sets.
What We Think
Samsung in the US announced its QD-OLED TVs at a lower price than was expected, positioning the OLED and QD-OLED panels below the Neo QLED 8K LCD sets. LG Display will want volume from Samsung, but equally will not want to sacrifice its profit to do that. It has taken quite a while to get the WOLED costs down enough to generate profit for LGD from that business.
Seperately, The Elec reported from the UBI Research Conference that UBI expects 1.0 million to 1.5 million panels to be supplied still by LGD to Samsung out of a total of 11.2 million WOLED TV this year. The firm said that LGE would buy 7 million and Sony would buy 1.7 million. The analyst is also reported to have said that Samsung would need to buy at least 6.75 million OLEDs per year to be competitive in the OLED TV market. (BR)
Image: The Elec
