Samsung Display Co. (SDC), Samsung’s display panel production arm, has reportedly finalized its plans to begin producing quantum dot-enhanced OLED TV panels at its former LCD L8 manufacturing lines in Tangjeong, South Korea.

According to a report last week from Business Korea citing industry analysts and picked up today by OLED-Info Newsletter out of Israel, SDC is moving forward with plans to invest $10.85 billion to convert its L8 LCD production line in Tangjeong to QD-OLED production. This will be the single largest investment in Korea’s display industry to date, Business Korea said.

Samsung has not commented publicly on the plan, but reports have been persistently leaked to Korean news outlets in recent months.

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According to the latest report, SDC will immediately shut down the L8-1-1 LCD line and convert it to QD-OLED production. The expected 8-Gen glass production yield for QD-OLED was said to be 200,000 sheets per month fewer than the 360,000 LCD sheets per month produced previously.

The L8 LCD line shutdown will leave SDC with only one remaining large-area LCD line in Suzhou, China, the report said.

According to Display Supply Chain (DSCC), Samsung’s QD-OLED technology will offer several advantages compared to LG’s current White Red Green Blue (WRGB) OLED technology that uses multiple layers of white OLED light sources and color filters producing four subpixels. Samsung’s approach will have three sub pixels and two emitting layers in a 13 layer stack, compared to LG’s four emitting layers in the 22-layer stack. This is expected to result in lower bill of materials costs, improved production efficiency and better yield rates, OLED-Info reported.

The remaining issues with QD-OLED technology so far have reportedly included: efficient blue OLED emitters, quantum-dot color converters and light management.

By Greg Tarr

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