According to a report from Korea, Samsung's QD-OLED production yields are still very low (around 30%), and the company is currently waiting for market reaction of the first range of products.
The company will need to decide whether to expand its production in the near future or not, and according to the report, it is not likely to decide before the 2nd half of 2022, as products haven't actually been launched yet. This means that SDC's total QD-OLED capacity will remain as it is today (30,000 monthly Gen-8.5 panels) at least until the end of 2023.
The first QD-OLED products, announced last month, are Sony's A95K QD-OLED TV and Dell's and Samsung's 34" QD-OLED monitors.
It is not a surprise to find that SDC is facing challenges with QD-OLED production, the display stack is complicated and involves innovative new processes. Samsung is also looking at replacing the OLED emitters with QD-nanorod emitters, this will likely even add to the technical complexity of these displays and the production process.
