Whether Samsung Display will commence its second stage spending on its quantum dot (QD)-OLED display panel this year as planned will be determined by the yield rate of its Q1 production line, according to market research firm Omdia.
The company had planned to commence its second stage spending near the end of the year to add another 30,000 substrates per month in production capacity, the firm said.
The first stage spending for the Q1 line, which began in July last year, had secured a production capacity of 30,000 substrates per month. The line uses Gen 8.5 substrates. This current state is only a quarter of the capacity that Samsung Display has planned for the line.
If this plan isn’t changed, Samsung Display would begin putting in equipment against for the line next year. The second stage will go live in mid-2023.
The third stage spending would start in 2022, with the equipment being placed in 2023 and the additional production capacity going live in 2024.
Omdia noted that Samsung Display’s QD-OLED has great performance, but their yield rate and productivity will need to be verified. The company will need to secure oxide thin-film transistor back plane, inkjet QD printing and blue OLED deposition technologies. Cost of QD-OLED and having to develop the unique process and equipment for their production will also be another challenge.
Whether Samsung Display will commence the third stage spending on QD-OLED, planned next year, will be determined by the progress of other technologies such as quantum dot nanorod LED (QNED) as well as Samsung Electronics’ MicroLED.
QNED, unlike QD-OLED, uses inorganic materials as the light emitters.
Samsung Display can use most of the equipment used in QD-OLED line for QNED if it chooses to.
Meanwhile, Samsung Display is planning to manufacture QD-OLED TV and monitor panels in the fourth quarter. The firm is hoping to supply the panels to Samsung, Sony and TCL.
With 30,000 substrates per month capacity, Samsung Display is projected to be able to manufacture a total of 1.4 million to 1.5 million units of QD-OLED panels for TVs and monitors.
This is dwarfed by LG Display’s production capacity for large OLED panels, which stands at 140,000 substrates per month.