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Universal Display Corp. Message Board

  • udcflex udcflex Jun 20, 2013 6:42 AM Flag

    Nobody noticed?

    It appears to me that LG Display has capitulated and will now be using Samsung's display architecture for OLED TV's.

    “LG Display is developing UHD OLED TV screens. For enhanced brightness, we plan to switch the existing ‘bottom-emission’ tech into ‘top-emission’ tech.

    By doing so I also wonder if this will allow LG to more aggressively move into Oled Lighting.

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    • fyi, woled used more oled materials so the question is did we just trade an earlier production ramp for less materials in the long run? I was kinda looking forward to LG using 60% more oled material than SMD... on the other hand I'd rather have real mass production( 25k substrates /month) than 100 oled tv/month ... so perhaps a fair trade.

      Sentiment: Strong Buy

    • Different wording - is this bottom vs top synonymous with RGB vs WOLED?

      Sentiment: Strong Buy

      • 1 Reply to sidneyleejohnson
      • yields were quoted in a different article.

        According to an industry trade publication, Samsung improved the yield of its 55-inch OLED pilot production line from 20% a year ago to 60% today. This may explain why Samsung is now ready to ship into the Korean market. However ,it could also be competitive pressures as LG began shipping small quantities of its 55-inch OLED HDTV into Korea this past May. LG is also struggling with obtaining mass production with a trade publication citing a former employee saying its current 55-inch OLED production rate at just 200 units a month. Until LG or Samsung can get the yields way up and higher production rates, we do not anticipate prices for large screen OLED HDTV to drop to levels that can compete with LCD for a number of years.

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