Samsung Electronics will start launching high-end TVs with QD panels from the second half of next year.

According to Korean media zdnet, Samsung Display (SDC below) will start producing 65-inch 4K pixel QD OLED panels from its Q1 factory in Asan, Chungnam, from the third quarter of next year. The panels will be supplied to Samsung Electronics and Sony, with an initial mass production of about 200,000 units.

A relevant person from the market research agency said: QD OLED panel will start trial production in the fourth quarter of this year, and it is expected to start receiving orders in the first quarter of next year. However, due to internal reasons of Samsung Electronics, it is more inclined to QNED. QD OLED investment may stop at 30K, and even if the production ramps up, it can only reach the level of 800,000 units.

In fact, the attitude of Samsung Electronics towards QD OLED TVs is not positive. The main reason is that when comparing QD OLED TVs with OLED TVs, there is no obvious difference except for color gamut and brightness. And from the perspective of price, because QD OLED uses blue light OLED with poor durability as the light-emitting device, compared with white light OLED, the production yield rate is poor, and the competitiveness is relatively weak.

LGD adjusts staff working hours to deal with soaring LCD demand

LG Display (hereinafter referred to as LGD) will change some large-size panel manufacturing employees from the original 4 groups and 3 shifts to 3 groups and 2 shifts from the beginning of next year. Mainly to cope with the soaring LCD demand in the short term under the new crown epidemic.

According to Korean media hankyung, LGD will introduce a 3-team 2-shift system in the TV large-size production line from next year. LGD has related production lines in Paju and Gumi, South Korea.

The 3-team 2-shift system is a system in which 3 teams work 12 hours a day and work 4 days of day and night shifts and then rest for 2 days. Compared with the system of 4 teams, 8 hours a day, 6-7 days of shifts and 2-3 days of rest, which LGD has been using since 2006, the business intensity is higher, but the rest time also increases. The two-shift system was adopted this time in consideration of the recent surge in the LCD panel market.

Under the epidemic, with the increase of time at home, LCD TV demand and panel ASP rose at the same time in the second half of this year, and the LCD market ushered in a "sudden grand occasion".

Previously, under the low price offensive of Chinese panel factories, the price of large-size LCD TV panels continued to fall, but this year has ushered in a rise for six consecutive months, with a maximum increase of 70%.

According to market research agency Omdia, panel prices last month reached $61 for 32 inches, $106 for 46 inches, $140 for 50 inches, $170 for 55 inches, and $220 for 65 inches, close to the highest prices this year.

LGD CFO Suh Donghui said after the third-quarter results briefing: Although most of the Korean LCD factories have been adjusted, the remaining capacity will be flexible to respond to changes in customer demand within the operating range.

A person from LGD said: In order to cope with the increase in the price of large-size LCD panels, although various schemes such as 3 groups and 2 shifts have been discussed, the final conclusion has not yet been made.

The information in this article comes from CINNO official WeChat, edited and released.

Leave a Reply

Your email address will not be published.