An enormous shakeup may be coming to the AV world as Samsung could begin producing OLED TVs with panels sourced by rival LG, in keeping with a report from Korean broadcaster MTN noticed by Sammobile. The two firms have reportedly inked a conditional deal for Samsung to purchase as much as 1 million OLED panels from LG within the second half of 2021 and as much as 4 million panels in 2022.
Samsung has famously caught to its QLED expertise for high-end TVs, although it is one of many largest producers of OLED shows for smartphones. Meanwhile LG is dedicated to OLED for its costlier TVs and in addition provides Sony and different producers with OLED panels. If correct, the information that Samsung might build at the very least some OLED TVs could be a major trade change.
The rumor makes some sense given latest modifications within the flat panel business. As Yonhap simply reported, LG and Samsung are shifting focus from LCD TVs over to higher-end fashions. LCD provide is now pushed by Chinese firms like BOE, CSOT and HKC, which at the moment occupy the highest three spots in panel manufacturing.
To that finish, LG Display is planning to ramp up worthwhile OLED panel manufacturing capability “as part of its effort to dominate the OLED market,” in keeping with TrendForce. Of the 25 million panels it shipped final year, 8 million had been reportedly OLEDs, so it could make sense to spice up manufacturing to be able to meet Samsung’s orders.
Samsung, in the meantime, is specializing in its new hybrid QD-OLED tech with the primary TVs set to hit the market within the This fall 2021. However, it has supposedly seen manufacturing yield points, which can have pressured it to supply OLEDs from LG as an alternative.
Samsung and LG have additionally labored collectively earlier than, as Samsung was previously stated to be in talks with LG to supply LCD show panels. However, whereas a deal between the 2 does make some sense, neither company has confirmed the rumor, so the reported deal may by no means pan out.