ALMA just posted this in the Top Emission thread: https://www.oled-a.org/lg-to-use-mmg...03_121018.html
LG introducing MMG (which will bring 8.5G manufacturing of 65" and 75/77" WOLED panels down to 10.5G-esque levels).
LG will introduce 48" WOLED panels (3 out of the extra space), finally bringing WOLED further down-market.
MMG will reduce 8.5G 65" and 75/77" WOLED panel costs by ~33%.
LG will be converting another LCD line to 8.5G WOLED production.
Seperately, it appears that ramp-up of the 10.5G line may be delayed to Q2 2021: http://www.zdnet.co.kr/view/?no=20190109140127
'Kwon said, "Although there will be a difference in viewpoints, we are planning to expand rollable products targeting a few companies." "Whether rollable TVs can be priced at a level that consumers can easily accommodate is an initial proliferation "We will secure technological mass production and speed up our cost competitiveness so that we will be able to record the same sales volume as LG Signature," he said.
Accordingly, we are preparing for the OLED panel supply issue ahead of time. Kwon said, "The OLED production volume will increase significantly in the second half of the year, and if LG Display starts 10.5G in the second quarter of 2021
, the production will increase rapidly for the second consecutive year. "We are going to increase the weight of 8K to 88 inches, and we are considering a large rollerblad as an alternative," he said.'
Between the additional 8.5G LCD conversionss and MMG, this may be a more prudent pathway to increasing production volumes and lowering costs, especially if WOLED printing at 10.5G scale is still under development.
We should learn a great deal more at LGDs earnings call in 1+ month...