According to Omdia, Samsung Display has started to provide QD-OLED TV prototypes to potential customers - including Samsung Electronics, Sony and Panasonic. Samsung Display is on track to start mass production in Q3 2021.
Interestingly, Samsung Electronics is still not sure whether it will adopt QD-OLED TVs in 2021, as the company aims to focus on mini-LED panels in 2021, and may only release QD-OLED TVs in 2022.
Omdia expects Samsung Display to produce 55-inch, 65-inch, 78-inch and 82-inch QD-OLED panels. It will also adopt the technology to produce 27-inch and 32-inch 8K gaming monitors. By adopting MMG technology, it will be able to produce two 82-inch and three 32-inch panels on the same 8.5-Gen substrate, or two 78-inch and six 27-inch panels.
In October 2019 Samsung Display formally announced its decision to invest $10.85 billion in QD-OLED TV R&D and production lines. Samsung is converting its LCD production line in the L8 fab in Tangjong, Korea to QD-OLED production. The Tangjong line will be converted from 125k monthly substrates of LCD production to 30k monthly QD-OLED substrates.
In the long run SDC plans to convert all its 8-Gen LCD lines (360,000 monthly substrates) to QD-OLED production (which will yield around 100,000 monthly QD-OLED substrates).
According to DSCC, Samsung's QD-OLEDs will offer several advantages compared to LG's current WRGB (four subpixels + color filters) system. Samsung will be able to use three sub pixels and only two emitting layers (LGD uses four), and so its stack will include 13 layers compared to 22 layers in LGD's TVs - which means fewer deposition stages, improved yields and lower material costs.
In fact, DSCC estimates that a square meter of QD-OLED production will require materials that cost around $26 - compared to almost $95 in a meter of WOLED production.
You can see DSCC's QD-OLED revenue forecast here - although they admit that as Samsung faces several technical challenges before it could launch commercial QD-OLED TVs, its forecast could be way off.
The two main challenges for QD-OLEDs, according to DSCC, are efficient blue OLED emitters (first-gen will likely use fluorescent emitters) and a good quantum-dot color converter (QDCC). Light management in this architecture is also a serious challenge.