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According to a new report in Korea, LG Display aims to increase its OLED TV panel shipments to Samsung Electronics in 2024, and to reach almost 1 million units. 

Samsung has recently signed a five-year OLED TV panel supply agreement with LG Display, as the two Korean companies are increasing their collaboration to fend off competition from China. 

According to reports from Korea, LG Display requested Samsung Electronics to use its WOLED panels on the same tier as SDC's QD-OLED panels, and Samsung will use both panel technologies in its S90D OLED TV series. Samsung will likely not disclose the actual panel technology to the consumer, and will likely decide on the panel technology per region.

The Samsung S90D will offer 42-, 48-, 55-, 65-, 77- and 83-inch panels. SDC only makes 55, 65, and 77-inch QD-OLED panels, and so in these sizes both QD-OLEDs and WOLEDs will be used. For the 42-, 48- and 83- models Samsung will only use WOLEDs.

LG Display says that its WOLED TV and gaming displays have been awarded UL's low-plastic verification, given to products in which the plastic usage accounts to less than 5% of their total weight.

LGD says that its 65-inch OLED TV panel contains about 4% plastic content, about 905 lower than to a 65" LCD panel. In addition, by substituting key components with easily recyclable materials, LG Display has increased the recyclability of parts to as high as 92.7% at disposal.

According to recent rumors, LG Display has decided to go ahead and build its 8.6-Gen (2250 x 2600 mm) IT AMOLED line, in Paju, Korea (at its P10 hub, which was originally planned for OLED TV production). The company recently started to conduct discussions with equipment makers for supply agreements.

LG Display's plan is to officially announce its 8.6-Gen production line plans in the second half of the year, and start ordering equipment. It is likely that the capacity of the fab will be between 7,500 to 15,000 monthly substrates. LG will be using its P10 building and existing equipment (backplane deposition) to reduce the costs of the 8.6-Gen line. This will mean that there will be delays to LG's WOLED TV panel capacity expansion plans. 

In July 2023, Samsung Electronics officially launched the 83" 83S90C, the company's first TV to use LG's WOLED panels, following several years of negotiations and hesitation by the Korean rivals. Samsung then continued to launch more WOLED TVs, but did not made large orders, as it mainly uses QD-OLED panels from SDC for its high-end TVs.

According to a new report, Samsung Electronics has signed a five-year WOLED supply agreement with LG Display. This is an interesting development that may have implications for Samsung Display's QD-OLED production plans. We do not have more details, it will be interesting to learn what kind of volumes Samsung committed to. 

Samsung Electronics announced its 2024 OLED TV lineup, with 3 series. The company's flagship OLED TV for 2024, the S95D, offers 55-, 65-, or 77-inch 4K 144hz QD-OLED panels, offering high brightness (up to 3000 nits peak brightness), a new anti-glare coating to minimize reflections, Tizen 8.0 OS, and an external One Connect box for a sleek design. The S95D offers AI-Enhanced color accuracy - validated by Pantone.

Samsung also announced two more series - S90D and S85D. Interestingly, it did not detail whether these TVs use QD-OLED (produced by SDC) or WOLED panels (produced by LGD) - or a mix as it did last year within the same series. 

LG Display announced that it has successfully developed a 27-inch 480Hz QHD (2560x1440) Gaming OLED display, a world first. The panel offers a 0.03 ms response time, that together with the ultra-fast refresh rate, makes it optimal for gaming. LGD's new panel also implements the company's Micro-Lens Array (MLA) technology to enhance light output. 

LGD says that it will start producing this new panel in the first half of 2024. The company's 2024 gaming OLED monitor lineup will include panels in sizes 27, 31.5, 34, 39, and 45 inches.

In 2021, LG Display started to adopt deuterated OLED compounds in its WOLED panels, to improve the lifetime, efficiency and brightness. Today, all of LG's WOLED TV panels use deuterated blue OLED emitters, in which hydrogen is replaced by its more stable isotope, deuterium. The higher stability enables longer lifetime, which in turn enables higher brightness and efficiency.

It is now reported in Korea that LG Display now aims to expand the adoption of deuterated OLED compounds to its red and green and yellow emitters, and also other layers in the OLED stack. If this report is true, it means that LGD will also use the technology in its mobile (p-OLED) panels, not just its OLED TV ones. 

In July 2023, Samsung officially launched the 83" 83S90C, the company's first TV to use LG's WOLED panels, following several years of negotiations and hesitation by the Korean rivals.

It was assumed that Samsung's total orders from LGD will be limited (as the 83-inch are expensive and not highly popular), and according to UBI, the total number of panels that LGD actually shipped to Samsung is only 'several thousands'.

Value Electronics hosted their annual TV shootout, checking several high-end TVs to see which model provides the best images. The TVs were professionally calibrated, and tested one next to the other. In total, Value Electronics' shootout featured 6 65" 4K TVs - 3 OLEDs and 3 MiniLED LCD. IN the 8K shootout, there were 3 TVs, from Samsung, Sony and LG. As in previous years, OLED TVs were crowned the "King of TVs", in both the 4K and 8K categories.

For the 4K TV shootout, the best TV in the shootout was Sony's A95L QD-OLED TV. The runner-ups were Samsung's S95C (another QD-OLED TV) and LG's G3 OLED (with an LGD WOLED Panel). The 8K shootout's winner was LG's Z2 WOLED TV.