According to a report from Korea, LG Display is discussing the sale of open-cell OLED panels with TV makers, including China-based Skyworth. The Korean's Elec suggests that LG Display will start offering open-cell OLEDs from its Guangzhou fab which is expected to start producing OLED TV panels by the end of the month.
An open-cell panel can lower the costs for TV makers as each can decide on the assembly process and driver ICs. It could also lead to more innovation and differentiation. Many LCD TV panels are sold in that fashion - but for LG's OLED this will be the first time.
The initial production capacity of LGD's new fab will be 60,000 monthly substrates, which will bring LGD's total OLED TV capacity to 130,000 monthly 8.5-Gen substrates (i.e. will almost double its current capacity). The Chinese OLED TV market is expected to grow rapidly in the next few years.
