According to reports from Korea, Samsung suffers from very low (around 30%) production yields in its QD-OLED production line. It seems as if Samsung Display decided to wait for the market reaction for its new panels before it will invest in expanded capacity.
As the first range of products (monitors and TVs) will launch only in the spring of 2022, Samsung will likely wait till the second half of 2022 before it decides on the future of its QD-OLED technology. This means that SDC's total QD-OLED capacity will remain as it is today (30,000 monthly Gen-8.5 panels) at least until the end of 2023.
The first QD-OLED products, announced last month, are Sony's A95K QD-OLED TV and Dell's and Samsung's 34" QD-OLED monitors.
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Posted: Feb 13,2022 by Ron Mertens