OLED TVs: Technology Advancements Thread - Page 386 - AVS Forum
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post #11551 of 11552 Old Yesterday, 01:41 PM
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Supposedly a good number of UHDs moved this holiday season but really need to wait at least until about a year from now, to get an idea of the 4K content situation -- 4K discs, ATSC 3.0, streaming, etc.

A lot of the enthusiasts who might pay a premium for 4K OLED are aware of this so LG might have some difficulty moving units during 2015.

Can they continue to develop and refine the manufacturing process during the next year without big sales?
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post #11552 of 11552 Old Today, 12:46 AM
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Quote:
Originally Posted by wco81 View Post
Supposedly a good number of UHDs moved this holiday season but really need to wait at least until about a year from now, to get an idea of the 4K content situation -- 4K discs, ATSC 3.0, streaming, etc.

A lot of the enthusiasts who might pay a premium for 4K OLED are aware of this so LG might have some difficulty moving units during 2015.

Can they continue to develop and refine the manufacturing process during the next year without big sales?
the answer to your final question above would be no. LG has only installed capacity tor 8000 gen 8 sheets per month (out of a maximum M2 capacity of 26,000 sheets per month, but they will need to be selling through most of that 8000-sheet capacity to make any further progress on industrialization.

8000 gen-8 sheets per month amounts to 48,000 55" OLEDs or 24,000 65" OLEDS per month (or some combination of the two) assuming a perfect manufacturing yield. At stated manufacturing yields of 80%, the 8000-sheet per month capacity translates to a lower number of 38,400 55" or 19,200 65" OLEDs per month, but in any case, the phase 1 production capacity translates to a much higher production level than slag has had up to now (probably 10x or do), and LG will need to sell that number of TVs every month to have any hope of continued progress down the price curve.

This is the reason we will all know when M2 has truly kicked into production - OLED prices will take a dramatic and sudden drop.
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