China OLED industry - Page 2

Towards the end of 2025 BOE suffered from disruptions at its B11 AMOLED production line, which is where BOE produces smartphone AMOLED displays for Apple's iPhones. The company later resumed production, following what was one of several OLED quality issued the company was facing.

According to reports from Korea, Apple has decided that for all its new devices in 2026, it will rely on AMOLED displays produced in Korea by Samsung Display and LG Display, as it seems it is still not trusting BOE's production capabilities.

BOE held a grand ceremony in Chengdu today, to mark the official launch of its B16 8.6-Gen IT AMOLED fab in Chengdu - which is now starting to mass produce commercial displays. This is an exciting moment for the OLED industry, as now both BOE and Samsung Display are mass producing OLEDs at 8.6-Gen lines.

BOE's first products out of this new line will be 14-inch 2.8K laptop OLED panels. At the ceremony, BOE revealed more then ten customers including Lenovo, Honor, Vivo, Oppo, ZTE, Xiaomi, Transsion, and Nothing.

Visionox is one of China's pioneering AMOLED producers, and arguably the industry's most technically ambitious second-tier player. Grown out of an OLED research group at Tsinghua University, the company built mainland China's first PMOLED line, its first AMOLED pilot line, and its first dedicated Gen-5.5 AMOLED mass-production line, and it currently holds somewhere around 10% of the global smartphone AMOLED market. By the end of 2024 it had shipped more than 240 million OLED panels cumulatively.

Yet Visionox is also the cautionary tale of the OLED industry. It is the smallest of the OLED focused panel makers, and the only major producer that remained loss-making in 2025, having accumulated roughly $1.2 billion in net losses over three and a half years. In late 2025 a Hefei government investment arm stepped in with a ~$410 million cash injection that made it the company's largest shareholder and de facto controller — a rescue that underlines both the strategic value Beijing places on a homegrown OLED champion and the financial fragility of the business itself.

That tension — between genuine technology leadership and a balance sheet under severe strain — runs through everything Visionox is doing right now, above all its $7.6 billion bet on an 8.6-Gen fab that will be the first in the world to attempt maskless OLED production at scale. In this article, we detail Visionox's history and corporate structure, its market position, its AMOLED capabilities and fabs, its ViP and pTSF technologies, its 8.6-Gen and microLED roadmaps, and its stock performance, opportunities and challenges.

Reports from Korea suggest that Visionox has increased its ViP AMOLED display capacity, at its low-volume pilot line, located at its V3 production line in Hebei, China. 

According to the reports, Visionox started producing ViP smartphone and wearable OLED panels, supplying these to Xiaomi and Honor. 

Korean OLED equipment maker YAS is set to supply deposition equipment and evaporation sources for TCL CSOT's 8.6-Gen inkjet IT AMOLED production line. The evaporation sources deal is estimated at 10 billion Won ($6.6 million USD). 

It is reported that YAS signed a contract with CSOT on April 2026, to supply both evaporation systems and sources, but the details were not disclosed yet. This specific supply deal is part of that April contract, and includes 6 linear evaporation sources and 72 point evaporation sources.

A couple of months ago we reported that Samsung Electronics, aiming to reduce its cost structure, has ordered 15 million AMOLED panels from CSOT, that are adopted in the 2026 Galaxy A57 and S FE models smartphones.

According to a new report from Korea, Samsung is in talks with BOE to the supply of more advanced AMOLED displays that will be used in the basic model of the flagship Galaxy S27 smartphone.