The gist of it: Chinese LCD manufacturers are not considered friendly to Samsung and LG, and therefore, the two companies are in active negotiations for the former to receive 200-300,000 W-OLED panels from the latter.
This just hit my inbox as I was writing how finances would drive LG’s manufacturing decisions, and it seems that Samsung and LG have resumed negotiations for the supply of W-OLED TV panels. after failing to come to terms in 2021 and 2021 The likelihood of a successful agreement is higher this time due to the undesirability of using Chinese panel makers and, you guessed it, LG Display’s worsening financial situation. The enemy of my enemy is my friend, and all that. Samsung and LG are currently discussing the supply of an initial batch of 200,000 to 300,000 W-OLED panels. If Samsung procures W-OLEDs from LG Display in the second half of this year, Samsung’s OLED TVs featuring LG Display’s W-OLED panels may be released from early 2024, according to The Elec.
