LG Display in talks with Sony to supply OLED TV panels?

There are reports that Sony is increasing its LCD panel purchases from LG Display. Sony stopped their partnership with Samsung (Samsung bought Sony's stake in the LCD joint venture). An LGD official is quoted saying that future talks will also cover OLED TV panel outsourcing. LG Display is currently gearing up to start producing 55" OLED TV panels. Their 8.5-Gen pilot line will produce around 48,000 monthly panels - which probably won't be enough to outsource to Sony. But LGD already decided to increase their OLED TV panel capacity (by building a new fab or perhaps converting an LCD line). This will take at least a year and half.

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