BOE may face delays in its 8.6-Gen IT flexible OLED line, as one of its suppliers faces financial problems
Towards the end of 2023, BOE officially announced its plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. The agreement with Chengdu's local government was signed in early 2024, and in April BOE announced it is starting to construct the new fab. A few weeks ago BOE said it finished the construction of the main outer structure in this project, and that the company is on track to finish the fab by May 2026, with mass production expected by October 2026 - and full production in 2029.
Today there is a report from Korea that one of BOE's suppliers, Hansong Neotech, faces financial problems (and its stock has been delisted from the Korean stock exchange). The company may not have enough money to coninute its operations and build the BOE systems.
Samsung is on track to start producing IT OLEDs at its 8.6-Gen A6 production line in 2026
Samsung Display is progressing as planned with its 8.6-Gen AMOLED production line. The company recently completed the installation of all major equipment in the new line, and mass production is still expected to begin in 2026.
Samsung Display is now focusing on testing, calibrating and improving all process steps, as the new fab includes new technologies that haven't been deployed before in OLED production.
Chemtronics starts building a 8-Gen etch factory to support Samsung Display's 8-Gen IT AMOLED line
The Elec reports that Korea's Chemtronics is constructing a new fab at Sejong City that will be able to etch 8-Gen OLED substrates. This fab is built specifically for Samsung Display's new 8-Gen IT AMOLED line. The Elec said that Chemtronics already spent almost $70 million on this new fab, with Samsung supporting it with an investment as well.
The new fab will receive finished 8-Gen IT TFE rigid AMOLED panels from Samsung Display's upcoming A6 line, on a glass substrate. The new etching fab will reduce the thickness of these OLEDs from 0.5 mm to 0.2 mm, to enable lighter and thinner tablet and laptop OLEDs.
Samsung Display developed new technology to recycle QD materials for its QD-OLED production process
Samsung Display announced that it has developed a new technology that can recover around 80% of the quantum dots ink used in its QD-OLED production process. The recovered inks is refined through advanced synthesis technology that revives its purity and optical properties. The company will apply this technology, to its process and it is expected to save around 10 billion Won (around $7.3 million USD) each year in QD materials cost.
It turns out that even though the QD layers are inkjet printed, there is still significant waste of materials, as around 20% of the total QD ink used in the process remains in the nozzles and cannot be used. This new technology will enable SDC to make its QD-OLED panels more competitive with other large-area panel technologies.
Japan Display has not yet signed an agreement to build its 8.7-Gen eLEAP production line in Wuhu
In 2022, Japan Display (JDI) announced that it has developed a "historic breakthrough in display technology" - a new OLED deposition process which they refer to as eLEAP, that is said to be cost effective and can be used to create freeform OLEDs that are brighter, more efficient, and longer lasting compared to OLEDs produced using mask evaporation (FMM).
JDI is building a small-scale 6-Gen eLEAP production line in Mobara, Japan, with plans to begin production before the end of 2024. The company is also planning to establish a 8.7-Gen eLEAP fab in Wuhu, Anhui Province, China, and in April 2024 it said it hopes to sign the agreement with Wuhu's Economic and Technical Development Zone (WEDZ) by October 2024. Now JDI has made a rather confusing announcement, saying that while it decided not to extend its current MOU with the WEDZ.
The Elec: TCL CSoT's first inkjet printed panel will be a 21.6" 4K monitor panel, targeting medical applications
TCL CSoT has announced several times in the past that it plans to start producing OLED display using an inkjet printing process by the end of 2024, and a new report from Korea updates the latest status from the company.
TCL CSoT originally said it will produce OLED TV panels, but later updated its plans to produce IT displays. According to the Elec, the company has decided that its first panel to be produced is a 21.6" monitor displays for medical devices. The company has unveiled this panel in SID 2024 - it has a 4K resolution and a peak brightness of 350 nits.
Samsung Display to invest $1.8 billion in a new OLED module production line in Vietnam
Samsung Display has decided to build a new OLED module production line in Vietnam, mostly to produce automotive OLED modules and IT OLED modules.
The new production line will be built in Yen Phong industrial park in Bac Ninh province east of Hanoi, close to an existing Samsung Electronics plant. It is understood that the Vietnamese government will provide support for Samsung's new line, which will cost a total of around $1.8 billion.
SOAR says it shipped over 200 million OLED displays, since it began production in 1997
SOAR Corporation announced that it has shipped 200 million PMOLED displays. SOAR produces a range of PMOLED displays, focusing on wearables, audio systems, communication equipment, home appliances and automotive applications. The company also offers custom transparent and flexible displays.
SOAR was spun-off from Pioneer Corporation in 2022 and handle's Pioneer's PMOLED production business. Pioneer was the first company produce OLED displays, back in 1997. It is also the first company to use PHOLED materials (back in 2004).
BOE progresses with the construction of its 8.6-Gen flexible AMOLED line in Chengdu
Towards the end of 2023, BOE officially announced its plans for a 8.6-Gen flexible LTPO AMOLED line in Chengdu. The agreement with Chengdu's local government was signed in early 2024, and in April BOE announced it is starting to construct the new fab.
Visionox shares more details on its upcoming 8.6-Gen IT AMOLED line in Hefei, construction will begin towards the end of 2024
In May 2024, Visionox announced its plan to build a new AMOLED production line, targeting the IT display market - laptops, monitors and tablets. The company said that it will best 55 billion Yuan (around $7.6 billion USD) to build a 8.6-Gen production line in Hefei, Anhui province, with a monthly capacity of 32,000 substrates.
Yesterday Visionox shared some more details about its project and plans. The company will build the new fab with support from two local government-owned firms, both of which are partners at Visionox's existing 6-Gen AMOLED line in Hefei. In the first step for this new project, the three partners (Visionox and the new government firms) will invest a total of $282 million USD. Visionox will only hold 20% of the JV.
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