CLSA updates on BOE's AMOLED production plans for 2019

Market analysts from CLSA say that in 2018 BOE shipped 2.7 million flexible OLED displays to Huawei, its main customer. These were produced at BOE's Chengdu B7 6-Gen OLED fab, which has reached yields of over 75% (DSCC estimates that BOE's yields are around 50%).

CLSA says that BOE will soon start ramping the second phase of its B7 line, and the company expects to ship 30-50 million AMOLED panels in 2019. CLSA says that this is a highly aggressive target - and they believe actual shipments will only be 12.9 million in 2019.

CLSA says that Huawei's recently announced P30 series use BOE's panels - according to our information, though, only the P30 Pro uses BOE panels - the P30 uses SDC's AMOLEDs.

Posted: Mar 27,2019 by Ron Mertens