Given recent news articles surrounding the supply of WOLED panels from LG Display to Samsung VD heating up the TV market, it is worth paying attention to key facts and the background of this second deal.

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Recently, an exclusive Reuters article and various speculative yet convincing reports on the supply of WOLED panels between Samsung VD and LG Display have poured in, one after the other, heating up the TV market, which has seen a market downturn owing to the recent economic recession. Common to all articles is the lack of an official answer or announcement from either Samsung or LG Display, even though the possibility of LG Display supplying WOLED panels to Samsung is a foregone fact. If so, it is worth paying attention to the differences between the rumors of an alliance first raised in 2021 and the possibility of renegotiations emerging in 2023.

The difference between the first and second deals

Rumors related to the supply of WOLED panels by LG Display to Samsung VD date back to April 2021. when they first started circulating in the TV industry. In fact, negotiations about the so-called “first WOLED deal” had begun between the firms for Samsung VD’s 2022 OLED TV lineup. We must first focus on the background of Samsung VD, which was concentrating on high-end LCD TVs, having launched a new product lineup called Neo QLED TVs and invested in Mini LED backlight technology. The firm suddenly became interested in the OLED TV business through a partnership with LG Display.

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