Originally Posted by slacker711
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