We get a sense that one reason for delaying the decision is that Samsung Display needs Samsung Electronics to commit to QD-OLED TV.
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Samsung QD-OLED investment, the reason why the rumor is only a few months News2019.05.09 17:52 Samsung Display Cautiously Expands Stock ... Initial mass production expected after 2021
Samsung Display's Quantum Dot - Organic Light Emitting Diode (QD-OLED) Display investment has been confusing for several months due to speculation.
According to related industry on September 9, Samsung Display is still considering QD-OLED investment. Earlier, Samsung Electronics Co., Ltd. (SEC) and Samsung Display Co. (LGD) were scheduled to hold an investment deliberation committee in April to confirm QD-OLED investment, but investment was not decided.
The resumption of production of large-sized OLED panels by Samsung Display, which had been rumored to be rumored, has become a reality in the industry in earnest this year. Samsung Display, which has been conducting pilot tests before mass production of QD-OLED, unveiled prototypes of 65-inch QD-OLED for major customers at its CES 2019 private exhibition booth earlier this year. Market researcher IHS Markets said it plans to invest in the L8-2 line as well as the L8-1 line, which will produce the existing LCD panel, in March of this year. It is expected that the company will advance the plan to mass production in the second half of next year. However, these market research firms, securities firms, and media outlooks are estimates. A Samsung representative said, "The investment has not been delayed because we have never said when to invest," he said.
An industry official said, "Investment decisions appear to be lagging behind expectations," he said. "We will be cautious until we have a clear confidence in the quality of the sample, because it is a crucial decision to invest in Joe and will be a late participant in the OLED camp. "He said. In some cases, Samsung Electronics (42,800 won, 1450-3.3%) said that the delay in the production of OLED TVs is caused by delayed investment. When asked about the plan to launch QD-OLED TV at a press conference last month, Samsung Electronics' director of image display business at Samsung Electronics said, "QD-OLED is being developed at Samsung Display." There is no special plan for (TV) Display), "he said. A Samsung official said, "It is true that Samsung Display is developing it, but it is not appropriate to say when it will be hired when the panel is not yet mass-produced. We have never said that even if QD-OLED is mass-produced, we will not release the TV." Despite the fact that the party, Samsung, is holding its official stance, the speculation suggests that the resumption of Samsung's large-size OLED panel production will have a tremendous impact on the market. If Samsung Display's investment in QD-OLED is confirmed, significant changes in its business portfolio will inevitably occur.
In a recent report, IHS Markets predicted that Samsung Display will be able to mass-produce QD-OLED panels at a monthly capacity of 30,000 sheets per month if they convert L8-1 and L8-2 lines to QD-OLED. It can produce 970,000 units of 65-inch TVs a year. In addition, Samsung Display will supply 2.5% of Samsung's annual TV production and 5% of Samsung Electronics premium TV production if the initial QD-OLED panel quantity is supplied to Samsung Electronics.
An industry official said, "Conversion investments are an absolute blow to stakeholders and investors who have a stake in the company, and will be completely confidential until the final decision is made and equipment orders drop."
The company said, "Samsung Display's investment in QD-OLED will start in the third quarter, but it will take more than six months to bring in the equipment. After the trial production operation, the first batch of mass-produced products should be shipped in 2021." Although it is clear that there has been a significant gap between the expectations of the market that was buried in the stock market and the benefits of the actual companies, Samsung Display's direct LCD plan direction itself is still valid. "
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