BusinessKorea reports that according to their sources, LG Display reached 60-70% yield in their OLED TV production fab, while Samsung Display reached 40-50%. According to the report, both companies are expected to reach yields larger than 70% by the end of 2013 which means they will cross the threshold of mass production capability.
They expect prices to drop a further 15-20% by the end of the year. While this will make OLED TVs more competitive, the production capacity is still very at both companies as they are using pilot lines and can only produce a few hundred TVs each month.
This will probably not change before the H2 2014 when LG's new M2 Gen-8 OLED TV fab becomes operative. The new fab will have a monthly capacity of 26,000 substrate (or about 100,000 - 150,000 55" panels, depending on yield). LGD's total investment in this fab will be around $650 million. We're still waiting for Samsung to commit to a mass production OLED TV fab.
