'Lee Jae-yong's Pick' QD Display to Grow 15% Next Year

Market Research Firm DSCC Report
QD OLED TV Shipments Expected to Exceed 1.3 Million Units in 2025

Samsung Electronics Chairman Lee Jae-yong personally inspected the site and marked the quantum dot (QD) display market, dubbed a 'future innovative technology,' which is expected to grow by about 15% next year.

On the 6th, market research firm Display Supply Chain Consultants (DSCC) announced that the total panel area of QD-OLED and QD-LCD is expected to increase by about 15% next year. In terms of total panel area, QD-OLED panels are expected to reach 1.7 million square meters in 2025, while QD-LCD panels are expected to exceed 23 million square meters, more than 13 times that of QD-OLED.

DSCC explained in its report, "QD-OLED consumes a larger amount of QD per unit area, thus still providing significant opportunities for material suppliers," adding, "It is estimated that 28% of QD material revenue will come from the QD-OLED supply chain."

Samsung Electronics Chairman Lee Jae-yong visiting Samsung Display Asan Campus.
[Photo by Samsung Electronics]

QD refers to semiconductor particles at the nanometer scale (nm; 1 nm is one-billionth of a meter) with electrical and optical properties that emit color when exposed to light energy. QD displays developed using these materials are a technology where light sources such as OLED emit light energy, enabling QDs to produce colors.

On the 7th of last month, Samsung Electronics Chairman Lee Jae-yong visited Samsung Display's Asan campus to tour the QD-OLED panel production line and review business strategies. During a meeting with employees that day, he emphasized the need to secure future core technologies by stating, "Let us continuously innovate and invest proactively to develop capabilities that no one can surpass."

Dr. Guillaume Chansin, head of display research at DSCC, analyzed, "QD has become very common in premium LCD TVs since Samsung decided to adopt it to compete with OLED TVs," adding, "QLED TVs integrate QD films in front of the backlight to create more vivid colors."

According to the DSCC report, current QD-OLED TVs come in three sizes: 55-inch, 65-inch, and 77-inch. There are also 34-inch and 49-inch panels for high-end monitors.

DSCC predicted that shipments of QD-OLED TVs will increase from less than 500,000 units in 2022 to over 1.3 million units in 2025. For mini LED TVs, shipments are expected to rise from 3.1 million units to 8.2 million units during the same period.

Samsung Electronics launched TVs applying QD-OLED in North America and Europe last year and plans to introduce OLED TVs domestically for the first time in 10 years this year.

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