Originally Posted by irkuck
This is about the first step, next steps are mass production in Vietnam (cheap, cheap, cheap) with nicely surprising prices.
MicroLED is very labor-extensive, and labor in Vietnam will be cheaper than in other areas. But the cost of MicroLED is dominated by the cists of the LEDs themselves, and thise cost the same in Vietnam as anywhere else...
People got fixated on this $300K. Samsung said they solved mass manufacturing problems and starting production in their TV factory in Vietnam. It is obviously not for making a few sets, you got it?
It's all relative, isn't it?
There are probably what, 10 JumboTrons maufactured everyyear (certainly <100). On that scale, Samsung will be in mass-production in Vietnam.
On the other hand, LGD will manufacture close to 3M WOLED panels this year and will be manufactiring over 3M panels in 2019.
On that scale, Samsung's 'mass-production' won't even get close to the 1% level in 2019.
MicroLED has several aces in its sleeves. It is an obvious champion candidate for big sizes, say 85+. Add to this HDR, no burn, potential for ultra-precise uniformity (microLEDs can be preselected for light output).
You're just totally missing the boat on where this is headed.
Yes, Samsung may be manufacturing and selling over 100-times as many large-screen displays as JumboTron will sell next year (massive ramp-up, mass-production). Yet they will not come close to manufacturing even 1% of the number of WOLED panels manufactured next year (not even a blip on the consumer TV market).
I'm guessing Samsung will manufacture over a thousand of these MicroLED TVs next year but won't reach 10,000 let alone 30,000.
From there, there will be no hockey-stick, so they'll have established a new niche market like that of Bang-and-Olufson (sp?).
But hey, they'll have something to make noise about (which is theor primary motivation).