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DSCC TV Cost Report Brings Comparison of OLED vs. MiniLED

Bob O'Brien, Co-Founder and President

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Austin, TX USA -

DSCC has released its Q3 2020 update of our Quarterly Advanced TV Display Cost Report, with updates to OLED and LCD cost outlines. This quarter’s edition includes new costs models for LCDs with MiniLED backlights, which will compete with OLEDs for the premium TV space.

The cost report provides detailed cost profiles of 96 distinct LCD products, including combinations of screen size, refresh frequency (60Hz/120Hz), backlight (conventional / QDEF/MiniLED), gen size and manufacturing location (Korea / China) and including open cell models. The report covers 48 distinct OLED products, ranging in size from 48” to 88”, with resolutions from FHD to 8K, and manufactured on Gen 8.5 and Gen 10.5 in China and Korea.

LGD is continuing to improve production at its Gen 8.5 White OLED (WOLED) fab in Guangzhou, China. While our cost report shows that total panel costs from China production in 2020 are higher than the costs for comparable panels made in Korea, by next year the advantages for China production will allow lower costs. China has lower costs for depreciation, personnel, indirect, and SG&A, leading to lower total costs even though yields in Korea will remain higher than China. We estimate that 55” total costs in 2021 in China will be ~14% lower than Korea production, with a similar advantage for 65”.

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