According to DSCC, Samsung will begin trial production of QD-OLED in 2019, with 5,000 8.5-generation substrates per month. If successful, Samsung will double its capacity in 2020 and increase it by 30 in 2021 and 2022. 000 substrates. The revenue of Samsung QD-OLED TV will reach $56 million in 2022.
However, DSCC also acknowledged that due to Samsung's technical challenges before launching commercial QD-OLED TVs, the forecast may change - SDC is likely to cancel the project, or it can increase production faster, even Upgrade to 10.5 generations.
According to DSCC, the two main challenges of QD-OLED are efficient blue OLED illuminators and good quantum dot color converters (QDCC). Light management in this architecture is also a serious challenge. Samsung ultimately needs phosphor blue Color or TADF blue material, but according to DSCC, Samsung will initially use a fluorescent blue illuminator with two luminescent layers, as shown above.
Compared with LG's current WRGB (four sub-pixel + color filter) system, QD-OLED has several advantages. Samsung will be able to use three sub-pixels and only two luminescent layers (the LGD uses four), so its stacking It will include 13 layers, while LGD has 22 layers in the TV – which means fewer deposition stages, higher yields and lower material costs. DSCC estimates that one square meter of QD-OLED production will cost Approximately $26 in material – in comparison, the cost of a one-meter WOLED production is close to $95. This is certainly good news for Samsung, but may not be good for OLED material manufacturers (especially UDC, at least Before Samsung adopted the phosphorescent blue illuminator).