[Click eStock] "Samsung OLED TV with LGD Panel Expected to Launch in Q3"
KB Securities Report
On the 7th, KB Securities stated that LG Display's large OLED is expected to visibly turn profitable next year.
Dongwon Kim, a researcher at KB Securities, said, "According to the National Radio Research Agency on the 5th, Samsung Electronics appears to have completed the radio certification conformity evaluation registration for the 83-inch OLED TV," adding, "Since radio certification conformity evaluations are typically conducted for products close to launch, Samsung Electronics is expected to release the 83-inch OLED TV as early as the third quarter."
Researcher Kim added, "Considering that there is currently no 83-inch model in Samsung Electronics' OLED TV product lineup, it is expected that Samsung Electronics will launch an 83-inch OLED TV equipped with LG Display's 83-inch OLED TV panel for the first time in the third quarter."
He said, "From the third quarter of this year, LG Display is expected to start supplying 77- and 83-inch large OLED panels to Samsung Electronics, and the operating rate of the large OLED production line is expected to increase toward the fourth quarter," adding, "Since the production volume of 77- and 83-inch super-large OLED panels on the 8th generation OLED production line is 2.5 times higher compared to the existing 55- and 65-inch OLED panels, this is likely to act as a catalyst for the increase in operating rates."
He also forecasted, "Since the selling price of 77- and 83-inch OLED TV panels is more than twice that of 55- and 65-inch panels, it is expected to have a positive impact on sales growth."
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He continued, "If LG Display supplies 2 million units of 77- and 83-inch super-large OLED TV panels to Samsung Electronics in 2024, it is projected to reach 5 million units based on 55- and 65-inch standards. Considering LG Display’s annual supply of 4 to 5 million OLED panels to LG Electronics, the large OLED panel business of LG Display is expected to visibly turn profitable next year due to full operation."
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