The evolving TV market +2
Panasonic has recently announced
that it will completely end all LCD television production by
September. This may have been brought on by LG Display's improved
manufacturing and quality controls. Panasonic was one of the
first to ink an AMOLED TV supply agreement with LGD, so I see this
as a positive for LPL.
Meanwhile, Samsung continues to consider
its TV options by trying to use quantum dots as a color filter
over white phOLEDs, in an approach similar to the one LGD has
already implemented. There's a lot of regulatory confusion over QDTVs,
and the new approach will take years to work out. Even then, cost
effectiveness is very much in doubt and the result is likely to
only narrow the
gap, rather than leapfrog current AMOLED TVs.