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Samsung Reportedly Shifting Production of LCD TVs to OLED TVs

18K views 121 replies 49 participants last post by  pmanyon 
#1 ·
Samsung looks to be shutting down both LCD Plants in South Korea and switching everything over to large OLED. Will switch all LCD panel production to China. Finally, this is great news. Cant wait to see what Samsung brings to the table.

https://www.flatpanelshd.com/news.php?subaction=showfull&id=1565942818



Haven't seen this posted in the forum. I mentioned it in OLED Advancements thread, but that thread seems to get little traffic. Mods please delete if thread already started.
 
#2 ·
Great news, curious if they will use RGB OLED instead of WOLED. The quantum dot is interesting, also curious about the brightness it can deliver and the support of Dolby Vision (it’s about time they do).
 
#3 ·
How will they face the press with a straight face after mudslinging oled and LG saying oled is sure to burn in and their qled does 100% colour volume compared to LG oled?

It does not look like they will resume rgb oled , which they have done one tv model in 2013, they use rgb oled in the phone panels they produce, I would have liked rgb oled on TV overcoming the faults they had, but that's not what they are doing. It will be Quantum Dot + Blue OLED technology. We will see if some shortcomings of LG WOLED can be overcome when they launch around 2022, but I'm not too positive.
 
#5 ·
Seeing how expensive the high end qled models are for what they offer, I don't doubt that with QD -Blue Oled they will rape customers wallets for the first few years until they bring prices down or are forced to bring prices down by the ever decreasing prices of LG WOLED. It will also depend on how good or bad the technology and picture quality stacks up against WOLED
 
#6 ·
My only question is: Can Samsung manufacture tint/banding free Oleds? (probably not:rolleyes:)

But if the answer is yes, Samsung will have a new customer... :)
 
#13 ·
Same here. I don’t really get all the Samsung hate (other than reading all the comments here), but I’m hopeful things will get better with competition.
 
#9 · (Edited)
Looks like there is some guessing going on in the original report.

"The move, they said, appears to be a part of the so-called ‘C Project,’ involving a gradual shift towards large-sized TV OLED panels.

http://en.thelec.kr/news/articleView.html?idxno=460

"appears to be" ...based on rumors that have been circulating around for awhile now...add line closings = Oled ?

Maybe...maybe not.

Could be a good guess, but you all know the old saying..."Don't count your chickens till they hatch".
 
#10 ·
^^^
Definitely a lot of assumptions being made here. Both Samsung and LG are scaling back Korean LCD panel production because they can get panels cheaper from China. That doesn't automatically mean they are scaling back LCD TV production (using 3rd party panels) or switching to OLED. I'll wait for some official announcements before dancing on LCD's grave. :)
 
#24 ·
18-08-2019 Samsung Display CEO Lee Dong-hoon told The Korea Herald, “The company is making good efforts” to launch QD-OLED panels in the near future.


English (US) “Good effortmeans that you tried your best on something but perhaps made one or a few mistakes. The person telling you “good effort” can see that you tried to do well and are saying “good effort” to encourage you to do better.:rolleyes:
 
#25 ·
Yeah, it's a certainty that Samsung Display is doing everything they can to improve QD-BOLED and convince Samsung management to begin investing the $billions needed to begin ramping production.

Unfortubately, those efforts may prove insufficient - Samsung Visual Display (the arm that sells TVs) woukd rather invest a fraction of that caputal to ramp MicroLED production and is very reluctant to enter the Premium TV Market with a 'catch-up/me-too' OLED technology.

The need for the Blue-blocking color filters was apparently the straw tht broke the camel's back. Entering the market with an RGB OLED/QD technology that does not require color filters coukd have been enough of a differentiator that the SVD people would have been willing to give it a go.

But needing color filters like WOLED, along with the extra cost for the color filters themselves as well as the additional blue OLED layer needed to make up for the loss of efficiency caused by the blue-blocking color filters just proved too much for SVD to have cofidence that they could win Premium Market share against WOLED with the technology...
 
#31 ·
#35 ·
That article makes it seem much less of a certainty, as it is more a goal. There are still several challenges that need to be solved, and it seems like Samsung is hoping to have them solved by 2022, but it's not a given.
 
#41 ·
#52 ·
2021 was estimated on Samsung QD-oled tvs on AVForums New podcast. Can be the kick in the but oled tech needs since 2013.
 
#54 ·
Hopfully we se 1000 consistent calibrated nits tvs.The Gz2000 Panasonic has 870 to over 1000 so its a panel lottery on them.
 
#55 · (Edited)
I've been around Samsung long enough to know it's not about to jump on any OLED bandwagons.
:rolleyes::confused:


Samsung Display (not Samsung Electronics) needing QD-OLED to safe their life from Chinese competition and to earn some money. LCD is done. The LCD panel market is oversaturated. It seems you only talked with Samsung VD or SEC and not SDC. In this long year "format war" two sub companies of Samsung were involved. SDC is the OLED company (they ever want to commercialise OLED TVs and fighting for more independence from the mother company like LG Display is more independently acting from LGE), Samsung VD standing for the QLED marketing and MicroLED. They more and more outsourcing know how and hardware e.g. from Taiwan and US and ruining Samsung Display and their leading role in panel manufacturing, which was the important part in the upswing of Samsung in the early 2000s as a leading TV company and for panel innovations.

Samsung Visuals transformed the company from an innovating panel manufacture to a company acting like Apple or Sony building on outsourced hardware developments. But they ending in marketing lies and design failures. It seems Samsung Electronics rethinks their business strategy because of the Chinese pressure in the LCD business and MicroLED ist not ready yet for the consumer market, if it ever will. You can transform easely OLED-TFT to QDEL-TFT, if the inorganic emitters are ready and you have the infrastructure, but MicroLED is a complete different manufacturing process and for what you need MicroLED for TVs if you have longlife OLED or QDEL in the pipeline? MicroLED in it´s current form (it´s even more MiniLED than real MicroLED) is an B2B product - a Signage solution but nothing for the mainstream TV market. Their QLED TVs are only LCD TVs with an LED backlight and QD enhanced film developed by Nanosys. Also the Chinese using this development. Many 8K and 4K panels in Samsung TVs are outsourced from a different manufacture. So where are the real benefits of Samsung Display in such a premium TV business model by SEC as panel manufacture and where is the big difference of a Samsung QLED TV to LCD TVs by Sony, TCL, Hisense etc. ? Software, design and premium price like the Apple strategy? Can that be enough to survive in the future TV and display market? With the small 8.5G LCD capacities they also can´t mess with the Chinese with their own upcomming 10.5G/11G plants.

The first sign for a new business strategy is that they now starting to justify that an upcomming QD OLED TV will not use the word "OLED" in the marketing term. As a result they will market an QD OLED TV as a light emittig QLED TV.



“We will announce the investment plan and explain which technology we are going to focus on" Samsung officials said, "Samsung Display has already developed various technologies using quantum dot. As the OLED market has yet to be small, we’ll test possibilities of commercialization in various ways", the official added.


Global display giant's new technology is expected to be a form of combining OLED, a self-luminous display that does not require a backlight, and quantum dot, an inorganic substance. those two technologies can offer higher resolution and advance color reproduction.

There is possibility that Samsung will announce a whole new concept due to differentiate its technology from LG Electronics’ WOLED(white organic light emitting diode).

“Strictly speaking, QD-OLED cannot be called ‘OLED’ as it uses quantum dot, an inorganic substance, as its light emitting material. It is hard to define QD-OLED’s identity right now, as OLED hasn’t settled firmly in the large format display market yet, and as technologies applying quantum dot are changing fast”, said an official in the industry.

The industry forcasts that Samsung Display ultimately plans to develop electroluminescent quantum dot LED (EL QLED), a display panel each quantum dot pixel self-generating lights, which is even more advanced type of OLED. However, if the market recognizes this new technology as one type of OLED, this plan can be a burden for Samsung.
https://m.mt.co.kr/renew/view.html?no=2019100413261840639


A sense of crisis is spreading among officials of Samsung Electronics’ visual display (VD) business division, which has solidified the company's lead in the global TV market with quantum dot LED (QLED) TVs. This is because the VD division may lose the power to lead the company's TV business in the future as its affiliate Samsung Display is going to make a 10 trillion won (US$8.36 billion) investment in quantum dot OLED (QD-OLED) technology.

However, a change could be made to this strategy as Samsung Display will announce on Oct. 10 a plan to invest 10 trillion won (US$8.36 billion) to build manufacturing lines for QD-OLED displays at its Tangjeong plant in South Chungcheong Provinceon.

Samsung Display has stopped some of the 8th generation liquid crystal display (LCD) production lines and is planning to sell them off. An industry insider said, “The company may stop all of its LCD lines in the future. It will also gradually reduce production of LCD displays for televisions.” In this case, Samsung Display may have a bigger say than the VD division of Samsung Electronics in handling the TV business.

http://www.businesskorea.co.kr/news/articleView.html?idxno=36770
 
#59 ·
Disagree Oled lost its high end status in 2017 when Lg started to offer cheaper B7 with the same picture Quality as they High end one..
Its now the people tvs with the entry level ones and it will get worse as prices gets yearly a drop pluss the china oleds now started to show up....

Oled was highend to 2016.
 
#60 ·
Put 10 people in a room and you will get 10 different definitions of 'high end' or 'premium' TV.

The definition I favor is the most expensive 10% of the market by volume at any specific screen size.

By that definition, LG WOLED continues to dominate the Premium TV market share in every market where they compete (55" and 65" today, 75/77" and 48" soon...).
 
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