As per the latest information, it is expected that in 2024, Samsung and LG Display to increase the W-OLED (white -organic light-emitting diode) TV panels supply shipment from 900,000 to 1.1 million units in the second half of last year.
The possibility that China’s BOE will purchase LG Display’s Guangzhou LCD plant has recently emerged as a catalyst. Uncertainty arose as Samsung Electronics signed a contract with LG Display to supply LCD TV panels until 2025.
It is reported that the shipment of W-OLED TV panels that Samsung Electronics purchased from LG Display last year was limited to less than 50,000 units of 83-inch type 1.
Last year, Samsung Electronics only received 83 inches from LG Display, which were not included in Samsung Display’s quantum dot (QD)-OLED TV panel lineup (55, 65, and 77 inches), but this year, both the lineup and volume supplied from LG Display are expected to increase. It is expected.
Two main reasons are considered to be the possibility of BOE purchasing LG Display’s liquid crystal display (LCD) plant in Guangzhou, China, and the difference in manufacturing costs between Samsung Display’s QD-OLED and LG Display’s W-OLED.
It is known that Samsung Electronics has already signed a contract with LG Display to supply LCD TV panels until 2025. As BOE has recently emerged as a strong candidate to purchase LG Display’s Guangzhou LCD plant, it is necessary for Samsung Electronics to resolve uncertainties related to securing LCD TV panels not only in 2025 but also after 2026.
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