Core Tip: It is predicted that the manufacturing cost of Samsung Display's QD-OLED panels will drop significantly next year. It is increasingly expected that it will ensure meaningful competitiveness compared to LG Display's OLED.
It is predicted that the manufacturing cost of Samsung Display's QD-OLED panels will drop significantly next year. It is increasingly expected that it will ensure meaningful competitiveness compared to LG Display's OLED.

According to a report by Korean media hankooki on April 20, DSCC predicts that the production cost of Samsung's QD-OLED panels next year will be as much as 30% lower than this year. This is because QD-OLED yields are rapidly improving.

Recently, Samsung Display claimed that the QD-OLED yield rate has reached 75%.

Samsung Display successfully increased the yield to 75% within 5 months of starting production of QD-OLED panels. In November last year, the QD-OLED yield rate was only 50%.

Samsung Display's QD-OLED panels for TVs come in 55-inch and 65-inch sizes. Two 55-inch panels and three 65-inch panels were extracted from a single Gen 8.5 glass substrate by applying the Maximum Chamfer Rate Multi-Model Glass (MMG) method.

The annual shipment of QD-OLEDs for TVs, including 55-inch and 65-inch, is 1.8 million pieces, with a yield rate of 100%, plus 30,000 pieces of glass plates are invested every month. If the 75% yield is applied on the same basis, the annual shipment will be 1.35 million units. If 80% is applied, 1.44 million units can be shipped annually.

LG Display began mass production of white (W) OLEDs in 2013, and today's OLED yield rate has exceeded 90%. LG Display's TV OLED panel shipments this year are expected to exceed 10 million units.

Compared with LGDisplay's OLED, SamsungDisplay's QD-OLED shipments are very small. However, according to the analysis, recent productivity improvements, including yield, may have a positive impact on the decision to further invest in QD-OLEDs.

Samsung Display's QD-OLED production capacity (capa) is not large at present, so even if the yield is improved, the number of panels that can be supplied is not large.

As we all know, the 34-inch QD-OLED panel of Dell Technologies' gaming monitors supplied by Samsung Display is in short supply compared to the demand after launch. Dell's Alienware34 Curved QD-OLED Gaming Monitor is the first to feature Samsung's QD-OLED.

"Demand for QD-OLED-based displays is much higher than expected, so we're working hard to increase supply," said a Dell executive.

Samsung Display supplies QD-OLED panels for TVs to Samsung Electronics and Sony. Monitor panel provided to Dell. Samsung Display plans to diversify the applications of QD-OLED.