OLED TVs to be right under
OLED panel to be procured from both Samsung Display and LG Display
Samsung’s premium TV lineup for 2022 will consist of 8K MiniLED, 4K OLED and 4K MiniLED technologies, TheElec has learned.
The 8K (7680x4320) MiniLED TV, which will carry the Neo QLED TV brand, will be the highest tier out of three technologies, sources said.
Samsung’s MicroLED TVs are still the highest tier among its TVs but they only sell a few units of them, making them more of a luxury model at the current time.
Among the ‘consumer premium’ TVs, the 8K Neo QLED TV will be of the highest tier.
This will be followed by 4K (3840x2140) OLED TVs, which be the second-highest tier among consumer premium TVs.
Samsung will be using QD (quantum dot)-OLED manufactured by Samsung Display and W (white)-OLED made by LG Display for these TVs.
LG Display’s W-OLED can reach 8K resolution but Samsung is considering only supporting up to 4K resolution for its OLED TV lineup.
This is because Samsung wants its Neo QLED brand to be higher up than OLED, sources said.
Right under 4K OLED TVs in tier will be 4K Neo QLED TVs, which will use MiniLED technology but support only up to 4K resolution.
Samsung is aiming to sell 3 million units of 8K and 8K Neo QLED TVs.
It is aiming to sell 500,000 units of 4K OLED TV that use QD-OLED panel from Samsung Display; for 4K OLED TV that uses Q-OLED panel from LG Display, it is planning to sell 1.5 million units.
Samsung was currently in talks with LG Display to procure 2 million units of W-OLED panels as part of its plan to meet these unit sales goals, sources said.
However, it remains to be seen whether Samsung’s unit sales plan will succeed, given that OLED TV prices have dropped in the past couple of years.
MiniLED uses liquid crystal display (LCD) panels and there is a wider perception that OLED panels are superior in overall picture quality.
This means the cheaper 4K OLED TVs that use W-OLED panels could outsell MiniLED TVs.
Meanwhile, Samsung is planning to procure W-OLED panels from LG Display only for 2022 and 2023 TV models. Starting in 2024, it plans to only use QD-OLED panels from Samsung Display for its OLED TVs, sources said.
This could be subject to change if OLED TVs in general prove popular for Samsung and it needs to procure more OLED panels.
Meanwhile, Samsung is expected to ship mid-1 million units of Neo QLED TVs this year, which is lower than analyst firm TrendForce’s forecast made in September of over 2 million units.
Samsung is also planning to procure 4 million units of LCD panels from LG Display next year, which will be five times the amount that it bought from the panel maker this year.
This is because Samsung Display is exiting its LCD business next year. At the same time procuring more from LG Display provides leverage for Samsung in dealing with Chinese panel makers, which are now dominant in LCD.