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Samsung could delay the launch of its QD-OLED TVs until 2023

One of the most anticipated televisions are the new generation QD-OLED from Samsung. The manufacturer will finally make the leap to Smart TVs with organic light-emitting diodes, but for now they will not reach Korea. Although it seems that Samsung Display is not at all clear about the production of this type of panel.

According to reports from Korean media, Samsung Display and Samsung Electronics are not coming to a good port when it comes to negotiating the price of QD panels they have to supply for their first Samsung OLED TVs.

Negotiations began at the end of last year, and initially the idea was for production to start in the middle of this year, but It seems that Samsung Display is running into a lot of trouble producing the QD-OLED panels.

Samsung does not know if it will expand the production of QD-OLED panels in 2022

QD OLED TV

It seems like, the Korean company plans to decide whether to increase production from the second half. The main reason has to do with several factors. To begin with, Samsung Display considers that it does not have enough data on the possible market demand that these new televisions will have. Something logical when they have not yet been officially presented.

On the other hand, heThe low rate of return on the production of these panels, which is currently around 30%, is causing their price to skyrocket. The main problem comes when it comes to depositing organic materials on the panel. In addition, subsequent processes further reduce this percentage, although they have not clarified the percentage.

You may also be interested in: Samsung QD-OLED: more details of the Smart TVs of the future are revealed

Thus, Samsung Display’s QD-OLED panel production capacity will remain at 30,000 substrates per month during this year. Samsung Display will only be able to activate new production lines in 2024 at the earliest to expand its production capacity, they said. Mainly, because to expand production it will be necessary to buy more equipment.

As of today, the Asan plant’s Q1 production line is the only one manufacturing QD-OLED panels. Obviously, with these figures, Samsung is not going to expand aggressively in the high-end Smart TV market, but it can help the company see how its first televisions with this technology work on the market and assess whether the year coming increase production.

Samsung Display and Samsung Electronics disagree

Sony A95K

One of the options that Samsung Display is evaluating is not to expand the production of QD-OLED panels and to dedicate itself to QD nanorod LED or NED panels, although it will also depend on the units that Samsung Electronics wants to buy.

More than anything because Samsung Display and Samsung Electronics do not agree on the price of QD-OLED panels either. The company is requiring Samsung Display to offer its QD-OLED panels at a similar price to LG Display’s white (W)-OLED panels. To the point that Samsung Electronics has threatened Samsung Display that, if these terms are not met, the launch of QD-OLED televisions would be delayed.

But Samsung Display has made it clear that the conditions requested by its parent company are unacceptable. Samsung Display has already closed a supply order to supply 55-inch QD-OLED panels to the Japanese giant and its Sony A95K, which could make it difficult for Samsung’s QD-OLED TVs to launch in 2022.

We will have to see how the negotiations between the two companies end because, Everything indicates that Samsung QD-OLED Smart TVs are going to be delayed until 2023.

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