China OLED industry - Page 3

BOE is accelerating its B16 8.6-Gen IT AMOLED fab in Chengdu, and according to the latest updates from Korea, the company will begin mass production by the end of this month (May 2026).

BOE's first products out of this new line will be 14-inch laptop OLED panels, and it will supply the first batch to ASUS and Acer (this was already reported last year). It is likely that BOE will take time to fully ramp up the new production line, but the first commercial production is an important step.  BOE originally planned to begin production towards the end of 2026, but it has managed to accelerate and begin production sooner.

TCL CSOT has announced that the main building in its upcoming T8 8.6-Gen inkjet printing IT AMOLED Production line in Guangzhou has been topped out. The company is now starting to build the cleanrooms inside the building, install the power system, and then install the core equipment.

TCL CSOT started constructing this building on November 30, 2025, and it took only 151 days to complete the main structure - this is said to be a new industry record - and is actually ahead of TCL CSOT's original schedule.

In early 2026 it was reported that BOE has been suffering from disruptions at its B11 AMOLED production line, which is where BOE produces smartphone AMOLED displays for Apple's iPhones. The production line started having quality issues at some of the processes, and BOE halted production already in November 2025. Apple had to increase its orders from Samsung Display.

According to the latest report from China, BOE finally managed to over come these issues, and has restarted production for Apple a couple of weeks ago, as the US company verified and approved BOE's latest AMOLEDs.

Korean equipment maker ICD announced that it has signed a contract with TCL CSOT, to supply it with five dry etching systems. These systems will be deployed at CSOT's upcoming 8.6-Gen inkjet printing OLED line.

ICD says that the contract is worth 41.4 billion won, or $28 million USD. The agreement was signed on April 14, and the final system will be supplied in January 2027.