It is likely that Samsung Display’s plant and equipment investment in 8th Gen QD (Quantum Dot) display will be postponed until next year as periodic personnel change and reorganization continue to be delayed.
According to the industry, it is likely that Samsung Display will start sending out POs (Purchase Order) to prepare 8th Gen QD Display production facilities next year when it was planning to start sometime in the middle of this month.
Fact that Samsung Group’s periodic personnel change and reorganization continue to be delayed is the biggest reason for the delay.
The industry believes that an announcement of new personnel will be possible in January. Once CES 2020 is finished and personnel change and reorganization take place right after CES 2020, Samsung Display can decide on personnel and groups that will be responsible for the investment.
Samsung Display is taking a very careful approach towards the investment. There is a practice where a buyer normally sends a LOI (Letter of Intent) before sending a PO so that a seller can prepare necessary products according to a due date.