LG Display released their quarterly results, and discussed their OLED program in the conference call. The company indeed started small AMOLED production at the end of Q1 2011, and are currently making 4,000 substrates a month (in a 4.5-Gen fab, which is about 500,000 3" displays). This will be increased to 12,000 a month by the middle of 2011. At the moment, LGD does not have more plans for capacity growth (for small-sized OLEDs). This confirms the earlier reports we heard in February.

LGD currently provide AMOLED panels to 'major global customers' (including Nokia, which was more of less confirmed in the conference call). In the middle of 2011 LG Display will also provide AMOLED screens to LG Electronics.

LG Display OLED TV plans include a 8-Gen OLED fab ramp-up, perhaps in the middle of 2013. In 2011 they plan to start 'testing their technology for the 8-Gen OLED fab'. They haven't yet chosen the production 'solution' for this fab and they think they might choose towards the end of 2011 and will announce the investment in 2012.

Via Seeking-Alpha

 



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