DSCC Sees Samsung Launching Hybrid QD OLED TVs ‘at a Delayed Pace,’ Says Report

Global sales for OLED “stack materials” for all display applications are expected to rise at a 17 percent compound annual growth rate, reaching $2.28 billion in 2023, blogged Display Supply Chain Consultants Tuesday. The forecast factors in a “reduced outlook” for hybrid quantum dot OLED TVs, “as we see Samsung implementing this technology at a delayed pace,” said DSCC. Samsung didn’t comment. “We still expect that the OLED stack costs for QD OLED will be substantially lower” than those for the white OLED solutions currently embedded in the OLED TV market, DSCC said. “WOLED unyielded material stack costs will be continuously improving,” but from the time when QD OLED is introduced, “its unyielded stack costs are expected to be only a little more than half as much,” it said. “Of course, that’s only a part of the picture, because the yields on the mature WOLED technology will certainly be higher than those for QD OLED in its initial stages, and even more important, the color converter in QD OLED will be substantially more expensive than the color filter used in WOLED.”