BOE starts to construct its 3rd 6-Gen flexible OLED fab in Chongqing

According to reports from China, last week BOE started to construct its 3rd 6-Gen flexible AMOLED production line in Chongqing's Liangjiang district (the B12 line). The investment in the new fab will total 46.5 billion Yuan, or about $7.3 billion USD.

The B12 line will have a capacity of 48,000 monthly substrates - which will bring BOE's total flexible OLED capacity to 144,000 monthly substrates (second only to Samsung).

More details emerge on Samsung's QD-OLED TV Plans

Samsung Display is developing hybrid QD-OLED TV technology, and according to estimates, the company aims to begin trial production in 2019. It seems that Samsung is managing to overcome the technical challenges and the company is preparing to start production of such QD-OLED TVs in 2019.

QD-OLED stack scheme (DSCC, Oct-2018)

Last month Digitimes updated about Samsung's plans to start installing equipment by the end of 2018 and begin trial production in H2 2019. Digitimes now posted another article, revealing more details on Samsung's plans.

Everdisplay's 6-Gen flexible OLED line in Shanghai is progressing, trial production to begin in January 2019

In 2016 China-based Everdisplay (EDO) started to construct a 6-Gen flexible AMOLED fab in Shanghai. In August 2017 EDO said that it finished the building's main steel frame roof, and in July 2018 EDO started to install equipment.

Everdisplay 6-gen flexible OLED fab Shanghai (render)

Everdisplay now announces that the new production line has been successfully lit for the first time. It's not exactly clear what the company means by that, but progress seems to be going well and EDO says that trial panel production will begin in January 2019, as planned.

CLSA lowers its china smartphone OLED production and adoption forecasts

CLSA says that as OLED displays are too expensive for many smartphone makers and lack enough differentiation to LCDs, the company is lowering its OLED adoption forecasts. CLSA now expects China's OLED smartphone shipments to total 116 million in 2018, 143 million in 2019 and 168 million in 2020. CLSA lowered its forecasts by 12-21%. In terms of penetration into the total Chinese smartphone market, CLSA sees 14% in 2018, 18% in 2019 and 21% in 2020.

Huawei Mate 20 X photo
Looking at the OLED makers, side, CLSA sees ample OLED supply in coming years, which means that expansion is likely to slow. CLSA assumed that OLED makers will achieve 70% yields and a utilization rate of 90%, which will bring all OLED makers to have a combined production capacity of around 288 million 6" panels in 2020. As demand will be only 168 million by Chinese phone makers (and remember there's also Samsung and LGD of course), this will create quite an oversupply situation in China. CLSA cuts its China OLED production forecasts by BOE, Tianma, Visionox, CSoT and Everdisplay by 23% to 26% in coming years.

CSoT breaks ground on its upcoming T7 fab, which includes a printed OLED TV line

China-based display maker CSoT held a ceremony yesterday as it started construction on its upcoming T7 large-area display production fab. The T7 fab, which has a total cost of around 42.7 billion Yuan ($6.15 billion USD), will produce both LCD and OLED display.

Total capacity in the T7 line will be 105,000 monthly substrates (according to our information, the OLED capacity will be 20,000 monthly substartes). The T7 OLED line will use IGZO backplanes and inkjet printing deposition. CSoT's plan is to start production by the end of 2020 - with real mass production starting in 2021.

CLSA: BOE plans to produce 3 million AMOLED panels in the second half of 2018

BOE is ramping up its AMOLED production, and according to CLSA its target for the second half of 2018 is to produce 3 million panels. BOE is reportedly the supplier of AMOLED panels to Huawei's Mate 20 Pro smartphone, but CLSA says that the company is struggling to find customers from other smartphone makers.

BOE Flexible AMOLED prototype photo

According to CINNO, BOE produced around 1.7 million panels in the first half of 2018 - which means that it plans to almost double its shipments in the second half of the year.

China's first flexible semiconductor industry base project release, has the exclusive technology

The following is a sponsored post by Shaanxi Kuntech Semiconductor Technology

The press conference for the landing and launching of Shaanxi Kuntech Flexible Semiconductor Service Manufacturing Base Project was grandly held in West Fengxi New City, West Xian Xin New District, Shaanxi province on the morning of October 16, with its theme being "Shinning Shaanxi and Shaping the Future World".

Kuntech flexible AMOLED prototype photo

A number of Chinese government leaders, partners from home and abroad, as well as the media attended the event, where the duo direction foldable AMOLED display with internal and external folds developed by the R&D team was also displayed.

Visionox announces plans to build a 2nd 6-Gen flexible OLED line in Hefei

China-based OLED producer Visionox announced plans to establish its 2nd flexible OLED production line in Hefei. The new line will have a monthly capacity of 30,000 1500x1850 mm substrates (6-Gen), similar to the company's first line in Hebei.

Visionox 6-Gen flexible AMOLED fab (Hebei, China)

The construction of the new line will take 25 months - so mass production will not begin before the end of 2020. Total investment in the new production line will be $6.3 billion, out of which $3.15 billion will be raised with debt and the rest by equity - by Visionox and the Hefei Municipal People's Government.

ETNews: Samsung's rigid OLED production recovers to its 2017 level

According to Korea's ETNews, SDC's rigid OLED production level has recovered fully in Q3 2018 and is now even higher than the production level in Q3 2017. Most of the new demand comes from China-based smartphone producers. ETNews says that SDC's A2 factory's utilization rates were over 90% in Q3 2018 (up from about 80% in Q3 2017).

Samsung's flexible OLED production has also recovered following new shipments to Apple's iPhone XS and XS Max, but the utilization rate in SDC's A3 flexible OLED fab is still lower than last year's.

Who will win the foldable smartphone race?

In 2013, Samsung announced its YOUM flexible OLED brand, showing off several flexible OLED prototypes - including a foldable phone/tablet. Samsung never used the YOUM brand name again, but the foldable smartphone concept presented in 2013 (see image below) is still exciting consumers - and many of them are still waiting for Samsung to commercialize the technology.

Fast forward to 2015, and the first reports of Samsung's Project Valley started to surface. Samsung started to actually develop a foldable phone, with plans to release its first device in 2016. Samsung faced many challenges - and delays - in its foldable smartphone project (which was recently renamed to Project Winner) - including problems with the substrate and the software and user interface.

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