QD-OLED Panel Costs to Fall 30% Next Year Due to Higher Yields: DSCC

The costs of hybrid quantum dot-OLED panels produced by Samsung Display are expected to remain “dramatically higher than any other flat panels of the same screen size due to low yields” in their first year of introduction, blogged Display Supply Chain Consultants President Bob O’Brien Monday. DSCC estimates 2022 yields for 55- and 65-inch QD-OLED panels won’t quite reach 60%, though recent reports suggested Samsung Display had attained 75% yields in “undetermined” screen sizes, he said: “If these reports are confirmed and attributable to TV size panels then our yield estimate will be revised in the next update.” The costs for QD-OLED panels will come down sharply next year, declining perhaps by 30% or more year over year, said O’Brien: “Higher yields allow for fixed costs, which include depreciation and most personnel and indirect costs to be amortized over higher volumes.” Sony introduced two QD-OLED TVs at CES 2022 in 55- and 65-inch screen sizes under its Bravia XR A95K series (see 2201030004).