Samsung Electronics may be preparing to launch an 83-inch OLED TV using a white OLED TV panel sourced from compatriot LG Display, according to a report out of S. Korea.
Business Korea reported Friday that Samsung and LG Display may be working through an unusual “OLED alliance,” to help Samsung Electronics further build upon its emergence in the OLED self-emissive display technology sphere, while expanding LGD’s customer base for OLED glass.
Samsung Electronics, which built an empire on LCD-based big-screen display technology, had until last year distanced itself from big-screen OLED TV displays, in part, due to burn-in risk and high production costs.
But that all changed after Samsung introduced the first Quantum Dot/Blue OLED (called QD-OLED or Quantum OLED depending on who’s marketing references are used) hybrid panels, which have performed well though slowly in the premium 4K display space.
However, Samsung Display continues ramping up production of QD-OLED and at present produces only up to 77-inch 4K UHD QD-OLED panels. Meanwhile, LG Display (LGD), which has a long lead time in the development of white OLED panel technology, is producing large 8K and/or 4K TV-sized panels of 83-inches and larger.
Business Korea said Samsung Electronics now may be looking to further jump start its position against OLED TV rivals by procuring larger sized white OLED panels from LG Electronics’ sister company LGD as both companies face a stiffer challenge from Chinese TV brands.
The two companies reportedly reached a deal in May for Samsung Electronics to procure certain White OLED panels from LGD for rollout next year.
The new article cited “sources in the industry” saying last week that Samsung Electronics has now completed a “compatibility registration for the 83-inch OLED TV (KQ83SC90A) at the National Radio Research Institute.”
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The registration procedure is necessary in Korea to manufacture, sell, and import broadcasting and communication equipment such as TVs. Business Korea said it is a common practice to launch such a product within three months of registration, and is suggesting the Samsung 83-inch White OLED TV could make an appearance as early as this September.
Samsung Electronics’ long established policy is not to comment on third-party sources for components used in its products. The company also rarely discusses new products coming to market before they’ve been formally announced.
But Business Korea noted the two companies have had discussions about Samsung acquiring white OLED panels from LGD in the past and the most recent registration activity means those agreements are at or nearing completion. Rumors last year suggested Samsung was looking to market smaller screen White OLED TVs or monitors but those rumors didn’t materialize.
The report said Samsung Electronics’ market share in OLED TVs currently stands at just 6.1%, while LG Electronics’ commands 54.6% and Sony commands 26.1% of OLED TV sales.
“The initial quantity agreed to be supplied by both sides this year is reported to be around 500,000 units, so the sales volume of Samsung OLED TVs is expected to increase sharply,” Business Korea reported.
The article suggests that a cooperative agreement between the fierce intra-country rivals could give the South Korean companies a competitive advantage over the Chinese brands while strengthening their negotiating positions on price and supply for LCD panels.
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By Greg Tarr
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