OLED aims and plans remain flexible
Samsung is aiming to ship over 40 million units of TVs next year despite the negative outlook in the sector, TheElec has learned.
The tech giant wants to cement its leadership position in the sector and considers the 40 million units the minimum it must ship annually, sources said.
Around 39 million units of that will be liquid crystal display (LCD) models while 1.5 million units are planned for quantum dot (QD)-OLED models.
However, Samsung’s plan does not include potential launches of white(W)-OLED models.
W-OLED panels are made currently only by LG Display, which is a major supplier of them to Samsung’s TV rival LG Electronics.
Samsung will be procuring LCD panels for its TVs from CSOT, HKC, LG Display, BOE and AUO.
CSOT will be supplying the most at over 10 million units: the South Korean tech giant is intentionally supporting CSOT over BOE, following its dispute with BOE over marketing agreements.
Samsung Display, a subsidiary of Samsung, also owns shares in CSOT and had sold its LCD factory in Suzhou to its Chinese partner earlier.
BOE had one time been the second-largest supplier of LCD panels to Samsung for TVs but this has dropped every year in recent times.
Excluding their dispute, it also has to do with Samsung’s efforts to diversify its LCD supply line following the pandemic.