Posted: Apr 08,2024 by Ron Mertens
Comments
One of the most important thing is the profit forcast for QD OLED is not clear based on mLED-LCD vs OLED competition.
Scale-up/commercial production of blue can still be happening "imminently" - it's just that the customer will take longer than expected going from a commercial supply of material to a product release.
"Samsung hoped that UDC will be ready with a blue OLED emitter in 2024, but reports suggest a commercial introduction will only arrive in the second half of 2025 - and these emitters will suffer from reduced lifetimes, which may limit their adoption in TV applications and delay the introduction of a single emitter layer QD-OLED."
This doesn't jibe what Mike Hack of UDC has been saying lately, about mass production of blue being imminent.