What They Say
Business Korea reported that Samsung Display (SDC) had reported on its internal bulletin board to employees that its yields on QD-OLEDs had now reached 75% and that it is aiming for 90%. The report follows up on previous reports that yield was as low as 30%. It is said to be running at the capacity of 30,000 substrates per month at its plant in Asan.
The report also said that SDC is in discussion with Asus, Lenovo and HP over monitor panels (it currently supplies Dell and Samsung Electronics).
Separately, DSCC released its analysis of OLED and QD-OLED manufacturing costs and confirmed that it expects the overall yield for SDC in QD-OLED to be 60% this year. As well as covering the 48″ to 83″ range of panels already introduced in WOLED by LG Electronics, the firm said that it has cost estimates for new WOLED panels including 27” FHD, 31” QHD and 42” UHD which it expects to be released during 2022. It also expects a 21.5:9 ultrawide 45″ WQHD panel in 2022 or 2023. The rationale for the size is a very efficient cut of 10 units from a G8.5 substrate. The blog compares the costs of the new panel to a 48″ UHD panel which is an efficient 8-cut size.
In QD-OLED, the firm said that it expects costs to come down by 30% in 2023 based on better yields. The firm also shows the costs of miniLED and OLED panels in the 75″ to 77″ size range. That confirms the significant cost increase for miniLED in 8K sets compared to UltraHD and bringing cost to a higher level than UltraHD 77″ WOLED if made in China using Multi Mother Glass (MMG) techniques.
What We Think
SDC has a lot of experience of process ramps, so I guess we shouldn’t be surprised if it is able to ramp more quickly than expected. (BR)
WOLED TV Panel Cost for China in 2022
75”/77” Panel Total Cost in 2022 for LCD and OLED Panels
