A few months ago, we reported that Samsung Display is looking to expand its foldable and flexible OLED production capacity, and build a new fab in Asan, Korea. Later we reported that SDC has finalized the plan, which calls for an expansion of its A4 production line and the addition of 15,000 monthly substrates. The expansion plan, which is part of Korea's strategic plan for a next-generation semiconductors and displays production base in Asan, carried a price tag of $2.5 billion.
According to the latest news form Korea, Samsung Display has indeed approved its latest Asan expansion plan, but it will build a new fab, which will be called the A7 line. The company will soon start the equipment bidding process, and will begin construction in early 2027. Full scale production will begin, if all works well, in early 2028. The new A7 line will produce flexible AMOLED displays, with a focus on foldable smartphone panels.
We do not have any new information on the investment required for this fab, or the capacity planned - so for now we assume it will require a $2.5 billion investment and will offer a capacity of 15,000 monthly substrates.
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