Omdia posted an interesting market analysis, saying that Samsung Display is looking to increase its OLED TV market share, and will push QD-OLED TV shipments strong in 2023. SDC will increase shipments by 141% in 2023, and will continue to increase production.
Samsung's production increase will be met by an increased number of suppliers - not just Samsung and Sony as in 2022, but other companies will start offering QD-OLED TVs (Philips, TCL and Sharp).
Interestingly, as Samsung increases its QD-OLED shipments, LG Display will lose market share and will see lower demand for its WOLED panels in 2023 and 2024.
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Posted: Jan 06,2023 by Ron Mertens