OLED TVs: Technology Advancements Thread - Page 467 - AVS Forum | Home Theater Discussions And Reviews
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post #13981 of 13986 Old Yesterday, 10:47 AM
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If adopted, multi-modal glass would help 65" prices substantially. A hypothetical substrate with 100% yields now gives you 6 55" panels. If the ASP of each panel was $1000, the substrate yields $6000. The current alternative is to price 3 65" panels at $2000.

Multi-modal glass would allow you to collect $1000 for the 2 55" cuts and then $1333 for the 3 65" panels and still get $6000 per substrate. That is a huge price reduction for the 65" panel.
True - Multi-model 8.5G will provide much of the cost-down benefits of 10.5G to 65" panels because waste will be cut close to zero.

Do we know whether LG is planning to introduce Multi-modal technology only in the new 8.5G line(s) being established in P10 or also in the existing 8.5G OLED lines?

In any case, based on the inclusion of multi-model technology, I need to revise my earlier statement - it is only the price/cost of 75"/77" OLEDs that will suffer as a result of the decision to start with (multi-model) 8.5G.

OLEDs larger than 65" may remain a 'lifestyles of the rich and famous' product into the next decade...

But cost reductions of 25-30% on 65" OLEDs (panels only - probably half if that or less at the finished-product-level) could be on the horizon .
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post #13982 of 13986 Old Yesterday, 11:35 AM
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Do we know whether LG is planning to introduce Multi-modal technology only in the new 8.5G line(s) being established in P10 or also in the existing 8.5G OLED lines?
The adoption of multi-modal glass is still a rumor and I havent seen it often enough to say that it will happen with any certainty. I believe that LGD has used it in some of their LCD fabs. There must be some drawback though, presumably with throughput, since they have yet to adopt it in OLED's.

It does make a lot of sense for the P10 fab. LGD can safely ignore the 70"+ market but they are going to need to bring down 65" costs if they want to continue to ramp up their share of the high-end market.
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post #13983 of 13986 Old Yesterday, 12:12 PM
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I havent followed pricing as closely as previous years but it looks like street pricing on the 65" has hit the $2500-$2800 range. It doesnt seem like the 55" model has seen similar drops.

If the pricing gap drops dramatically at Best Buy, I would take that as evidence that multi-modal glass has been adopted.
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post #13984 of 13986 Old Yesterday, 12:21 PM
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The adoption of multi-modal glass is still a rumor and I havent seen it often enough to say that it will happen with any certainty. I believe that LGD has used it in some of their LCD fabs. There must be some drawback though, presumably with throughput, since they have yet to adopt it in OLED's.

It does make a lot of sense for the P10 fab. LGD can safely ignore the 70"+ market but they are going to need to bring down 65" costs if they want to continue to ramp up their share of the high-end market.
For sure - it adds complexity and cost (which will end up somewhat muting the theoretical cost benefits).

Standard 'cutting' line slices a single substrate into some number of identical-sized panels (so handling is as east-peazy as possible)

Multi-modal either requires handling 2 differing substrate sizes out of a single cutting line of setting up a 2-stage cutting line where a first stage superates the master substrate into 2 sub-substrates, one with the 2 55" panels and the other with the 3 65" panels and then each of those sub-substrates goes on for conventional slicing in seperate dedicated slicing lines.

Multi-model requires additional capital investment and/or reduced throughput no matter which way you 'slice' it .
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post #13985 of 13986 Old Today, 01:29 AM
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Originally Posted by fafrd View Post
True - Multi-model 8.5G will provide much of the cost-down benefits of 10.5G to 65" panels because waste will be cut close to zero.
OLEDs larger than 65" may remain a 'lifestyles of the rich and famous' product into the next decade... But cost reductions of 25-30% on 65" OLEDs (panels only - probably half if that or less at the finished-product-level) could be on the horizon .
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It does make a lot of sense for the P10 fab. LGD can safely ignore the 70"+ market but they are going to need to bring down 65" costs if they want to continue to ramp up their share of the high-end market.
Ignoring larger than 65" will be risky for the LGD. It will allow LCD providers to encircle OLED into a niche by pushing 65"+ LCD HDR panels at very competitive prices and potentially suffocate OLED, note that HDR PQ impact is perceived by consumers as more significant than black-hole black levels and 4K resolution. The only way for LGD is relentless conquista of high-end which means getting full range of panel sizes and improving on HDR. Fortunately, LGD has plans for 10G.
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post #13986 of 13986 Old Today, 04:58 AM
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Ignoring larger than 65" will be risky for the LGD. It will allow LCD providers to encircle OLED into a niche by pushing 65"+ LCD HDR panels at very competitive prices and potentially suffocate OLED, note that HDR PQ impact is perceived by consumers as more significant than black-hole black levels and 4K resolution. The only way for LGD is relentless conquista of high-end which means getting full range of panel sizes and improving on HDR. Fortunately, LGD has plans for 10G.
The market for 60 to 70" screens is 10x the market for 70"+ screens. They are a tiny niche and it will take years at the current growth rate for the market to matter much at all. LGD still needs an enormous amount of capacity simply to address the $1000+ 55" and 65" markets.

There are probably some branding reasons why having a 70" plus screen at a reasonable price is important but it is far more important for LGD to have economic 65" panels than 70" plus panels.
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