The Morning After: Samsung is reportedly sourcing OLED TV panels from rival LG | JP
Samsung and LG have a long-running rivalry, both Korean corporations, both make TVs, speakers, freezers, toothpaste (maybe?) and the rest. It’s a frosty relationship, with many trade shows revealing new TV products from both companies with nigh-on identical specifications and sizes. So it’s a bit of a shock to hear from JP that to buy its white OLED (WOLED) TV panels.
The plan, according to the report, is for LG Display to supply two million panels next year, then three million and five million, respectively in 2025 and 2026. These high-end white OLED panels would be 77 and 83 inches, so they’re likely to be in Samsung’s most premium TVs.
Samsung could do with the OLED help: It has 6.1 percent of the OLED TV market, according to market research firm Omdia. LG Display’s sibling LG Electronics is out in front with a 54.6 percent market share, while Sony has 26.1 percent. For the record, Sony also uses LG parts.
– Mat Smith
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