Samsung is ramping up its A6 8.6-Gen IT AMOLED line, and starting to produce 14" and 16" touch AMOLED displays for Apple's upcoming 2026 MacBook Pro laptops. Last month we reported that SDC is seeing lower demand for IT AMOLEDs displays, as expected, and is considering how to handle the fab's future.
According to the latest reports from China, Samsung Display is now considering using the A6 line to produce low-cost rigid (glass-based) OLED smartphone displays at the new fab, for Samsung's own mid-to-low-end Galaxy A series phones.
This is an interesting report. First of all, recently we are seeing a price pressure on OLED makers, due to increased memory prices, flexible OLED producers (mostly in China) have reduced their prices, the premium gap over rigid OLEDs became small enough that demand for Samsung's own rigid OLED is low.
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