According to the latest information, Samsung Electronics and LG Display resumed negotiations to supply W-OLED TV panels. Both companies are discussing the delivery of the initial supply of 200,000 to 300,000 W-OLED units.
Samsung Electronics and LG Display’s resumption of W-OLED supply negotiations is related to recent changes in the display market. Samsung Display, a group affiliate of Samsung Electronics, withdrew from the liquid crystal display (LCD) business at the end of last year, and LG Display stopped operating LCD TV panel production lines in Korea at the end of last year. LG Display is making LCD TV panels at its LCD factory in Guangzhou, China, but cut its production capacity by half. From the standpoint of Samsung Electronics, its dependence on Chinese panel makers for LCD TV panels has grown.
As per the latest report, if Samsung Electronics receives a W-OLED supply from LG Display, it can expect an increase in the market share of ‘Samsung OLED TV’. An industry insider said, “To be classified as a meaningful segment in the TV market, 3 million units of a specific TV product line must be shipped.” Since it is estimated that the upper limit of QD-OLED TV panels that Samsung Electronics can procure from Samsung Display is in the early 1 million units per year, if the remaining 1 million to 2 million units of W-OLED are supplied from LG Display, Samsung OLED TV It is expected to ship 3 million units per year.
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