Originally Posted by RWetmore
I think the door is closing quickly for Samsung to come out with an OLED product to compete with LG's. LG is just too far ahead at this point. Unless it's price competitive or significantly superior, I just can't see it being successful. I wouldn't be surprised if Samsung pulls the plug on QD-BOLED. If they do, will hell freeze over with them eventually buying LG panels? Seems like not, but you never know and they may ultimately have no choice, except to abandon the consumer TV market altogether.
The endgame of OLED was super cheap production costs, and it looks like LG is well on their way to dominating the premium and mid-level market. It won't be long after that they'll enter the budget market as well. Then it's game over. Well, unless someone else can come up with something better and price competitive.
All speculation of course, and we will just have to see what happens.
Yes, the next big indicator will be the investment decision now rescheduled for October. If that gets delayed again into 2020, it's hard to see how QD-BOLED has any realistic chance of ever catching up.
From my point of view, once LGD has their 10.5G WOLED plant in production, it will be pretty much game-over for any new display technology to gain any major share. WOLED performance is close enough to 'perfect' that further performance breakthroughs to justify 2-3 times the TV cost just aren't there any more.
LCD, on the other hand, will be around for a long, long time. There in no way a single supplier can compete against the plethora of state-sponsered 10.5G LCD manufacturers, so the timeframe to WOLED panels truly being less expensive to manufacture than LCD is essentially as far as you can see.
If/when LGD licenses WOLED manufacturing to other parters, that could change the math, but no indications of that yet.
As long as it is only LGD supplying the entire WOLED TV industry, it would take a sea-change such as rollable TVs becoming to flat-screens what flat-screens were to CRT for the LCD industry to truly begin to die...