Replies to post #42354 on Quantum Materials Corp. (fka QTMM)

[Jamis1]

I personally hope this LG strategy bites them in the ass. I hate shady business strategies to purposely take losses to drive the competition to losses or lower profits.

[dms1]

We don't know that LG is selling the OLED sets at a loss, OLED tv's are theoretically cheaper to produce than the current Q dot televisions since they don't need a backlight. They have been expensive because LG has had huge waste production issues in the larger screens. They solved that with the non 4K model last year and they have been making improvements in the 4k production yields according to all the statements from them. Perhaps they've had a break through.
Besides, the Q dot tv's do not cost that much to produce. Other companies have $1000 models out there. All that LG has done is to price their flagship model equal to that of Samsung upper level model. Samsung will probably end up cutting their price. That's the way the tv business has been for a decade, that is little if any profit in it for anyone.

[Jamis1]

Nice post, Hawk.

From what I've read about the cost, Samsung, Hisense, TCL, etc. all have plenty of margin to drop qdot TV pricing. Most of the numbers I've seen are saying that the cost to add a sheet of qdot film to a existing LCD manufacturing line is only about $100 per 65" TV.

The display manufacturers have their new TVs significantly priced over their other 4k TVs. LG will just end up pushing the non-OLED competition into reducing their profit margins. Who knows, by the time LG gets OLED costs under control someone might perfect QLED and it will compete directly with OLED, hopefully with equivalent or better performance and better price.