Samsung to hold QD-OLED additional investments meeting in H2 2022

According to the latest report by Korean media TheElec, Samsung is expected to discuss additional investments in Display QD-OLED in the second half of the year. Next year, Samsung’s display QD-OLED output capacity is currently likely to be limited to 30,000 sheets per month.

As per the info, Samsung is unlikely to pursue further investment talks for the Display Quantum Dot (QD) – Organic Light Emitting Diode (OLED) in the first half of this year. In investment negotiations, investment possibilities such as customer and market demand must be considered, as QD-OLED is still too early to review additional investments.

Since it is difficult to expect further investment negotiations in the first half of the year, Samsung Display QD-OLED production capacity is expected to remain at the same level next year.

Although additional investment for QD-OLED will be discussed and implemented in the second half of this year, mass production of additional lines will not be possible until 2024 due to equipment order, production, warehousing and installation.

Based on the 8.5th generation (2200x2500mm) glass disk input, Samsung Display currently produces massively 30,000 (30K) sheets per month of Q1 line QD-OLED production capacity at Asun, Chungcheongnam-do. With a monthly production capacity of 30K, it is not easy to respond to the high-end product market.

Currently, the industry estimates that the Samsung Display can transport 1 million units of QD-OLED panels for TVs and monitors with a monthly production capacity of 30K per year. This number comes from the assumption that Samsung Display will increase yields by 70% by the end of the year.

According to the plan, the second phase line should be set up by 2022 and operational by 2023 and the third phase line should receive equipment by 2023 and start operation by mid-2024.