Mass production at LGD's Guangzhou OLED TV fab delayed to after Q1 2020

On August 2019 LG Display announced today that it started producing OLED TV panels at its 8.5-Gen OLED fab in Guangzhou, China. But in October it was reported that LGD's yields at the new fab were still low (50-60%) and mass production did not start as planned.

LG Display 8.5-gen OLED TV fab in Guangzhou, China

A new report from Korea suggests that LGD still did not manage to stabilize the new fab, and mass production is now delayed to after the first quarter of 2020. LGD's original plans were to produce around 5.5 million OLED in 2020, but that plan assumed the Guangzhou fab will be in full production rate by the end of 2019. LGD already lowered its 2019 OLED TV production capacity due to the Guangzhou delay.

Reports from Korea suggests LG is the producer of Cadillac's 38-inch curved OLEDs

A few days ago we reported that Cadillac announced that its 2021 Escalade, to be unveiled on February 2020, will sport a 38-inch curved OLED display. A new report from Korea's Hankyung says that the producer of this display is LG Display.

Hankyung says that LG is pushing its automotive OLED displays, and will also supply OLED displays to Mercedes-Benz's 2020 E-Class car. LG is not alone as many display makers are developing and producing automotive OLED displays and aiming to take a part of this important market. To learn more about OLEDs for the automotive market, click here.

Guangzhou's government to support its local display industry with large subsidies

The government of the Guangzhou province in China announced that it aims to help its local display industry and have allocated large funds - up to 2 billion RMB (around $285 million USD) in subsidies per company. The goal is to help companies invest in production of emerging display technologies - including OLEDs, Micro-LEDs, QD-LEDs, 3D displays, e-paper displays, graphene enhanced display technologies and more.

LG Display 8.5-gen OLED TV fab in Guangzhou, China

The subsidies will be given to companies that start trial production, and when mass production begins.

BOE sets ambitious OLED targets for 2020 - at least 70 million AMOLED panels

BOE held its annual Innovation Partner Conference in Beijing, and the company's chairman said that the company aims to produce at least 70 million flexible AMOLED panels. This is a sharp increase from what BOE estimated only last month.

Huawei Mate X folding photo

BOE has been known to make aggressive targets - it first aimed to produce 30-50 million AMOLED panels in 2019, but eventually the number of panels in 2019 will be around 20 million.

Samsung starts constructing its A5 flexible OLED fab

In 2017 Samsung Display started to build its largest OLED production fab, the A5 fab in Asan. The fab was supposed to have a monthly capacity of 180,000 to 270,000 monthly substrates (Samsung's A3 line has a monthly capacity of 135,000 substrates).

Following lower demand for OLED panels and increased competition from China, Samsung stopped constructing the A5 fab, but a new report from Korea now suggests that Samsung is now starting to construct the A5 fab as demand for OLED displays is picking up.

China's Anhui Province to estabilsh a display cluster with a focus on AMOLED technologies.

The local government at Shucheng, Anhui Province, China, has launched a new five year initiative where one of the goals is to establish a display industry cluster with a focus on OLED technologies.

Shucheng AMOLED touchscreen project ceremony photo

According to a report from China, the first major display project within the initiative involves the establishment of an AMOLED touchscreen production base - as Shucheng aims to become the world's largest producer of OLED touchscreens.

JOLED starts sampling printed OLED panels at its 5.5-Gen Nomi site

JOLED announced that it has started sampling inkjet-printed OLED display panels in its 5.5-Gen (1300x1500 mm) production line in Nomi, Ishikawa Prefecture, Japan. Mass production is planned for 2020.

JOLED will market these medium-sized (10-32 inch) panels for use in applications such as high-end monitors, medical monitors and the automotive market. The Nomi site will have a monthly production of 20,000 substrates.

Has Samsung developed its own LTPO OLED technology?

Apple developed its LTPO backplane technology for OLED displays to enable power saving of around 5-15% compared to LTPS AMOLEDs. LTPO was adopted in Apple's Watch Series 4 and Watch Series 5 smart watches - with the panels produced by LG Display using Apple's technology and IP.

Samsung Galaxy Watch Active 2 photo

According to a new report from Korea, Samsung has recently developed its own brand of LTPO backplane technology and has started to produce such panels - which are adopted by the company's latest smart watch, the Galaxy Watch Active 2 (which recently started shipping). The watch has a 1.2" 360x360 or 1.4" 360x360 round AMOLED displays.

LGD's Guangzhou OLED TV fab suffers from low yield, mass production not achieved yet

On August 30 LG Display announced today that it started producing OLED TV panels at its 8.5-Gen OLED fab in Guangzhou, China. LGD hoped that mass production will begin shortly, but according to a new report from Korea the new fab's yields are low (50-60%) and actual mass production has not started yet.

LG Display 8.5-gen OLED TV fab in Guangzhou, China

LGD's new fab has a monthly capacity of 60,000 substrates, which will be expanded to 90,000 by 2021. The company has now lowered its OLED TV forecasts for 2019 as it did not meet its goal of starting shipping commercial panels in October.

Samsung is ramping up its foldable OLED production. Or is it?

Samsung recently re-launched its foldable OLED smartphone, the Galaxy Fold - and the $2,000 smartphone seems to be selling well. In September it was reported that Samsung is seeing strong demand in Korea, and now there is a report from Korea that Samsung Display is ramping up its foldable OLED production.

Samsung Galaxy Fold photo

According to the Korea Herald, SDC has produced 40,000 foldable in August, and had planned to increase that to 67,000 units in September. But it actually produced 92,000 foldable panels in September, and it plans to increase production rate to 102,000 units in October and 99,000 units in November. Samsung's foldable OLED capacity is 3,300 units per day - so it is pretty much running at full capacity now.