OLED makers are gearing up to increase production of IT OLED panels, used in laptops, monitors and tablets. Towards that, analysts expects over 10 8.5-Gen OLED lines under consideration now in the industry. This drive is led by Samsung Display that confirmed is is building a 8-Gen (2200x2500 mm) OLED production line, that will begin production in 2024.
A 8-Gen (or actually 8.5-Gen) fab uses 2200x2500mm glass substrates. According to a new report in Korea, Samsung actually decided to adopt a larger glass - a 8.7-Gen 2290x2620 mm. The ~10cm increase will increase production efficiency by around 9%, but this means that current 8.5-Gen LCD equipment that Samsung hoped to use will not be usable any more.
But it seems as if Samsung decided that the increased efficiency is worth the extra investment in new equipment. And according to the report, both LGD and BOE are also leaning towards 8.7-Gen fabs.