|"Samsung Display QD-OLED 2nd stage investment, yield is key"|
It is predicted that the decisive variable for Samsung Display's additional investment in quantum dot (QD)-organic light emitting diode (OLED) will be the yield of the existing Q1 production line.
On the 12th, market research firm Omdia predicted that the yield of large QD-OLED displays that Samsung Display is developing will be the most important factor in the second-stage QD-OLED investment.
According to Omdia, Samsung Display's initial plan is to execute the second and third phase QD-OLED investments at the end of this year and next year, respectively, with a scale of 30,000 (30K) sheets per month based on the input of 8.5G originals. The production capacity of the first-stage QD-OLED line, which has been in stock since July of last year, is 30K per month, which is a quarter of the overall plan.
According to the original plan, the second-stage QD-OLED line should receive equipment next year and start operation in mid-2023. The three-stage line will be put in equipment in 2023 and should be operational in mid-2024. This is a schedule that is possible only when the second stage investment is decided within the year.
Samsung Display plans to produce QD-OLED TVs and monitor panels in the fourth quarter. At this time, the verification of yield and productivity is the key to additional investment. The second-stage investment execution can support the possibility of early success in the QD-OLED business. Potential QD-OLED customers are Samsung Electronics, Sony in Japan, and TCL in China.