As a reminder, as the archi-leader of the TV market, Samsung cannot ensure the manufacture of all of its panels and must call on various suppliers to cover its enormous "needs" (forecasts of 44 to 53 million TV in 2022). According to Korean media The Elec, in 2022, more and more Samsung QLED televisions will be equipped with screens supplied by competitor LG Display rather than from its subsidiary Samsung Display.
Samsung wishes to decrease its dependence on Chinese screen manufacturers
Indeed, the withdrawal from the LCD market of Samsung Display, initially announced at the end of 2020 (see our Samsung Display news: discontinuation of the LCD at the end of 2020 and focus on QD Oled and QNED technologies) is scheduled for the end of 2022. In addition, the Korean manufacturer wants to reduce its dependence on Chinese screen manufacturers, CSOT (TCL) and BOE, and should source more from Taiwanese and Korean suppliers, such as Foxconn (owner of Sharp) and LG Display.
4 million LG Display LCD panels in Samsung TVs in 2022?
As we announced in our columns in 2020 (see our Samsung news of a new LG Display customer for LCD panels?), The process has already started, and several Samsung models in 2021 are already equipped with screens IPS LCD rather than the usual VA LCD panels. LG Display is estimated to deliver 4 million large LCDs to Samsung next year, five times more than in 2021.
