What They Say
The Elec reports that Samsung Display has postponed the installation of a pilot line for QNED display manufacture by at least a year and has disbanded the team that would have installed it. That moves a likely start to commercialisation of the technology back to, probably, 2025/26 at the earliest. The firm may instead boost capacity for QD-OLED displays.
For more background on QNED, check Are Quantum Nano Emitting Diodes (QNEDs) the Next Big Thing?
What We Think
This is not a big surprise. QD-OLED has a clear edge over WOLED and the challenge seems to be capacity rather than demand – especially at the price that Samsung Electronics has set for the sets with the technology. Samsung already has several years advantage with this technology and should be able to exploit the new blue OLED materials that UDC is expecting to commercialise by 2024. That will boost WOLED as well, but less than QD-OLED as the blue is the main emitter colour in QD-OLED, although we hear that QD-OLED also has a green emitter. (BR)
QNED has a similar architecture to QD-OLED but uses LEDs as emitters rather than OLEDs.
