Originally Posted by Hetfieldjames
Well that is true, what is Vizio going to do? They have anything up their sleeve?
Guess you hadn't heard. Vizio will be launching WOLED TVs next year: https://www.siliconinvestor.com/read...&showwhorecd=1
"According to an industry source familiar with the situation on Wednesday, Vijio of the United States is planning to supply large OLED panels from LG Display and plan next year's model."
At CES 5 months from now,Damsung will be the only major TV manufacturer not offering WOLED TVs (unless you also want to include TCL).
And as farxas the subject of this thread, the article that has already been linked to b Kenbar included this tidbit:
"The 50.1 billion won contract between ICD and Canon Tokki is set to expire in June of 2020. This means Samsung Display’s plans to bring in the Canon Tokki equipment by March next year may have been a bit delayed.
Meanwhile, another equipment maker that is to supply the C Project said that purchase orders are being postponed from October from the initially planned August."
This QD-BOLED program was originally slated to be approved and committed in April when the decision was delayed to June, then it was delayed from June to August, and now it apoears that the decision has been delayed from August to October.
Until POs have been placed, the entire initiative may prove to be nothing more than hype, hope, and a bit of R&D. Playing catch-up with LGD WOLED based on a display technology that is not superior in any significant way and is not less costly to manufacture is a fool's errand, and to Samsung management's credit, they seem to be keenly aware of this.
Samsung Display keeps promising breakthroughs in performance (primarily long-lifetime blue) and cost (reducing from 3 BOLED layers to 2 and eliminating the need for blue-blockng color filters) and Samsung management keeps saying 'fine, come back when you can demonstrate those breakthroughs and we will revisit the subject, unil then, the investment decision is on hold.'
LGD has now committed POs for their 10.5G WOLED line and as the schedule for Samsung's QD-BOLED initiative keeps slipping behind LGD's 10.5G WOLED initiative quarter-by-quarter, the window on QD-BOLED ever seeng the light of day is closing.
LGD had the luxury of selling their limited early production of WOLED TVs for outrageously high prices due to superior performance over LED/LCD, which was critical to making excessive costs and losses associated with manufacturing ramp-up acceptable.
Now that WOLED has established itself as the Premium TV performance standard, Samsung QD-BOLED won't have that luxury, epecially once LGD has launched 10.5G WOLED manufacturing. For perspective, once 10.5G WOLED panel manufacturing is ramped-up to 8.5G-like levels of maturity (meaning equivalent yield-levels), a 75" WOLED TV will cost less than 150% the price of a 55" WOLED TV (probably meaning sub-$2000, and likely by 2022).
At this point, I'd give Samsung QD-BOLED less than a 50/50 chance of ever making it onto the selves...