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AMOLED TV production update +1

10:55 23-Oct-15


The Korean press is reporting the LG Display is cutting its 2015 production estimate from 600K AMOLED TVs to 400-500K.  This is actually pretty good because, despite the company line, the industry has long been expecting LGD to only manage 400K.  So, if anything, this is sort of an unofficial upward revision.  Furthermore, at least part of the reason for the revision is that larger size AMOLED TVs are more in demand, so production in terms of surface area may actually be on track and it's only the number of units that is being revised.