Sources say Samsung Electronics is considering introducing W-OLED panels produced by LG Display into displays

This website reported on July 23 that research organization Omdia reported that Samsung Electronics’ VD (Visual Display) department is expected to discuss the supply of W-OLED panels for displays with LG Display this year. Samsung Electronics currently uses QD-OLED panels produced by its own Samsung Display in its OLED display product line. If Samsung Electronics' VD department and LG Display finally reach a formal agreement, it means that LG Display's W-OLED panel products will once again win a large order from Samsung Electronics after the TV field; Samsung Electronics can realize the dualization of the OLED display panel supply chain.

Korean media: Samsung seeks external OLED panel supply due to cost issues

Korean media The Elec stated that the main reason why Samsung Electronics seeks external OLED display panel supply is:

1. Cost issue:

   • QD-OLED uses QD color conversion layer to achieve red and green light emission, which is relatively expensive.
   • W-OLED uses white light source + three-color filters, and its commercialization is more mature and the cost is lower.
2. Samsung Display’s QD-OLED panel is more expensive than LG Display’s W-OLED panel

Korean media said that considering the product development cycle, Samsung Electronics will not be able to start until at least the first half of 2025 Ships W-OLED displays.

▲ Samsung G60SD 27-inch QD-OLED display In addition, according to research reports, Samsung Display will ship 538,000 OLED display panels in 2023, while LG Display will ship 284,000 panels of this type.
The research report pointed out that the demand for 27-inch OLED displays is far lower than that of 32-inch (Note from this site: this refers to 31.5-inch) products. Samsung Display urgently needs to solve the problem of excess 27-inch QD-OLED panels caused by its multi-size panel cutting (MMG, Multi-Model Glass) solution:
Samsung Display currently cuts a whole glass substrate into nine 32-inch panels and 12 27-inch panels, which means that its 27-inch QD-OLED panel production capacity is higher than 32-inch.

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