Originally Posted by slacker711
From the CEO of LG Display.
Personally, the fact that OLED TV's didnt debut at the Olympics wasnt a big deal. OTOH, the fact that LG didnt commit to future OLED capex plans during the Q2 call was worrisome. We'll see if the CEO follows through on this quote. Some Korean newspapers seemed to indicate that an announcement on a capex plan would be coming in September. It would have to be soon to even theoretically be able to increase supply by the end of 2013.
I don't believe they are going to "up capacity" to increase supply for 2013. I believe that their current pilot line, with improved yields, will satisfy demand for 2013. And given that they are almost certainly going to ship fewer than 50,000 units this year (if they ship any at all), reaching 250,000 or so next year is plenty enough to declare victory. If you catch anything on a capex increase in September, let us know. My impression from the call was that no such announcement was forthcoming, but again, between the transcript and the translation, who knows what the nuance of what was said really was.
Originally Posted by chucky2
I'm not engineer so I'm sure what I'm about to say is most likely insane or just flat out not possible at this point in time, but...
...at this point of releasing product, LG and Samsung should just agree that OLED = 4K release. Who is going to want a 1080p OLED at huge prices when there is a 4K LED TV that's going to be out at nearly the same time? What is even the point of releasing a very expensive OLED set if it's not going to have native 4K also?
Just seems like the way to go to me...
The should have done that. It's actually too late for the first units. And for Samsung, it's nigh impossible given their production choice. For LG, it's much much easier to jump to 4K on OLED. (For those people -- again -- who think I don't know what I'm talking about, the difference is this: LG does not pattern the OLED layer at all. To make a 4K, they have to only change out the backplane with a 4K IGZO backplane [tricky, but doable, and only tricky because they are just now scaling IGZO, the pixel density is actually still low vs. smaller screens they already know how to make]... For Samsung, which does pattern the OLED and also uses an LTPS backplane, the OLED layer would be very, very hard to do well at 4K right now... They can manage the pixel density just fine, but the precision in the mask design and mask scanning would be very very challenging.)