A few months ago, LG Display decided to expand its E6 production fab in Paju (referred to as the AP4 plant), as demand from Apple for smartphone iPhone OLED panels is on the rise. The AP4 line currently can produce 45,000 monthly 6-Gen substrates (1500mm x 1850mm), and LG Display will expand it to 60,000 substrates.
LG Display hopes to finalize the expansion project in the second half of 2026, perhaps even in time to supply smartphone AMOLEDs for Apple's 2026 iPhone 18 lineup. Now it is reported that LG Display started to place orders for the equipment required for this capacity upgrade.
A few months ago LG Display announced a $925 million investment plan, and most of these funds will be allocated to this fab expansion project (some will also go towards LG's WOLED production technologies, and to its OLED module factory in Vietnam). According to the current reports, here is LG Display's current supplier list that has already received purchasing orders, with equipment set to be delivered by the second half of next year: ICD (dry etching, in an order worth $17 million), Digital Manufacturing Systems (DMS, with a $9.8 million order for wet process equipment), Toprun Total Solution (optical inspection), Top Engineering (glass cutters), CIS (SNU Precision, defect detection and measurement), Viatron (thermal processing), Jusung Engineering (packaging), Avaco (process automation) and Narae Nanotech (photoresist coating).
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