"Samsung-LG OLED Alliance Rumors, Key Event to Watch in Next Year's Display Industry"

[Asia Economy Reporter Jeong Hyunjin] The rumored OLED (Organic Light Emitting Diode) panel supply contract between Samsung Electronics and LG Display has emerged as a major issue in the display industry for next year.

On the 19th, DSCC, a market research firm specializing in displays, cited this as one of the key issues for the display industry next year in a recent report. Based on information gathered from various sources, DSCC forecasted that Samsung Electronics, the global No.1 in the TV market, will receive 1.5 to 2 million OLED TV panels and 4 to 5 million LCD TV panels from LG Display next year.

DSCC stated, "LG Display has become the leading company in TV technology by having all major TV manufacturers adopt WOLED in the high-end TV market, making it the biggest winner." It also predicted that next year, the price decline of OLED TV panels will be less steep than that of LCD TV panels, and there is a possibility that prices will turn upward by the end of the year.

Regarding Samsung Electronics, DSCC expected that by adopting LG Display’s OLED TV panels, Samsung could gain an advantage in the market share competition with LG Electronics and Sony, thereby securing time to evaluate the prospects and competitiveness of the Quantum Dot (QD) display technology scheduled for release next year.

DSCC also mentioned the possibility of Samsung Display investing in its first 8.5-generation RGB OLED factory early next year. If the investment is made, it is expected to secure significant advantages in the IT product market, maintain a high market share in the OLED laptop market, and greatly help expand dominance into other devices such as monitors and tablets.

Additionally, DSCC noted that attention is focused on how far the prices of TV LCD panels, which have been sharply declining since the second half of the year, will fall, and when Samsung Display and LG Display will cease production of TV LCD panels.

This content was produced with the assistance of AI translation services.