Originally Posted by ALMA
LGD will get more serious about ROLED if they ramped up the monthly production to 10000 substrates and adding more screen sizes than 65":
LG Display will expand its OLED display capacity for rollable TVs. It has been reported that it has made internal investment decisions and started preparations. By March next year, a supplier of transparent polyimide (PI) curing equipment will be selected. Vitron and Narae Nanotech are candidates. The lead time of the PI curing equipment will reach 6 months, and the equipment will be available in September next year.
LG Display's OLED panel for TV built in Paju, Gyeonggi-do, has 70,000 8G (2.2mx 2.5m) substrates. Rollable TV OLEDs have a transparent PI forming process in OLED TVs. Transparent PI curing equipment coats and cures transparent PI varnish on glass substrates. Narae Nanotech was the first to supply 8G transparent PI curing equipment. Transparent PI Substrate Forming Process Monthly production capacity reached 1000 sheets based on 8G substrate.
LG Display plans to increase the monthly production capacity of the transparent PI forming process to 10,000 units next year. The processing time of 8th generation transparent PI curing equipment is said to be about twice that of 6th generation opaque PI curing equipment for small and medium size flexible OLED. The same production capacity requires more equipment.
An official of LG Display Research Institute said, "TV sales price is said to be 80 million won." Probably, competitors will be mostly exhausted for reverse engineering for technical analysis. "It's our job to lower the price to the average consumer."
Three 65-inch panels are produced on 8th generation boards. There are 3000 OLED panels for rollable TV that can be made at full operation with a monthly production capacity of 1000 sheets. Since this is an early development, the actual monthly production is likely to be very low considering yield.
An official of LG Display Research Institute said, "When we first mass-produced OLED panels for TV in 2013, the yield was 3%."
Seems as though that article was dated November 20th, 2019. If so, that implies capacity of 1000 8.5G sheets per month starting in September ‘20, or 3000 raw 65” rollable panels per month.
I doubt they would crank capacity to max at 3% yield, but that would translate to 90 rollable TVs per month at 3% or 1500 per month at 50%.
So the $60,000 MSRP of the R65 is understandable once you understand LG has nothing but prototype volumes today and may have fewer than 100/month once ‘production’ starts in Q4.
But if this report is to be believed, expect prices for the R65 to plummet in 2021 - no way LG is going to sell even 500/month at $60,000 (let alone 1500/month or ultimately closer to 2500/month at typical production yields exceeding 80%).
By way of comparison, 2500 per month translates to 30,000 per year, about the volume of 77” WOLEDs LGE sold this cycle (at prices under $5000 and approaching $4000 😉.
Interesting question: which would you value more, a 77” ‘fixed’ WOLED or a 65” rolling WOLED?