Truly Semiconductors, based in Hong Kong and owned by Truly International Holdings (a public company), that develops and produces displays. Truly Semiconductorsproduces LCD, PMOLED and AMOLED displays.
Truly owns and operates three 2.5-Gen PMOLED lines and a 4.5-Gen AMOLED line.
Contact information for Truly semiconductors
8.6-Gen AMOLED production lines - current snapshot and future industry outlook
The OLED's industry main new target, for the past several years, has been the IT display sector, mainly tablets, laptops and monitors. While we have seen OLED displays penetrate this market many years ago, the current 6-Gen AMOLED production lines are optimized for smartphone and wearable display production.
A few years ago display makers realized that OLED production lines with larger substrates will enable lower cost production, and will enable to increase the adoption of OLEDs in such devices. When this converged with technology readiness (depositing OLED materials and TFTs on such large areas was not possible before), several companies initiated new projects, all of which use 8.6-Gen (2250 x 2600 mm) substrates. We are now at a stage where two companies (BOE and Samsung) are very close to mass production, and the first displays will start production soon.
The PMOLED Industry: A Strategic Entry Point for Supply Chain Companies
The Passive Matrix Organic Light Emitting Diode (PMOLED) industry represents a compelling opportunity for supply chain companies seeking to enter the broader OLED ecosystem. The PMOLED sector offers a more accessible entry point compared to the highly competitive Active Matrix OLED (AMOLED) market.
This industry, while smaller than its AMOLED counterpart, provides unique advantages for suppliers including lower barriers to entry, faster development cycles, and opportunities to establish relationships that can scale to larger OLED markets.
Executive Summary:
- The PMOLED Industry: A Strategic Entry Point for Supply Chain Companies
- Introduction to PMOLED Technology and Market History
- Why PMOLEDs Matter for Supply Chain Companies
- Industry Challenges and Market Entry Strategies
- PMOLED Manufacturer Profiles and Opportunities
- Conclusion and Strategic Recommendations
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Truly sees large demand for PMOLED displays, to dramatically increase capacity by next year
OLED maker Truly Semiconductor, based in Hong Kong, sees a large increase in PMOLED demand in the near future, and the company is executing an ambitious PMOLED capacity expansion plan.
Truly is currently operating two production lines: the P1 and P2 lines, both 2.5-Gen and with a monthly capacity of 625K and 1.25M pcs (Truly counts its capacity as per 1" displays). Truly has set out to build two new production lines. The P3 line which is a 2.5-Gen line with a capacity of 3.13 million 1 panels monthly is almost ready and will start mass production by the end of the month.
Truly to construct a 6-Gen flexible AMOLED fab in Meishan, China
Truly Semiconductors signed an agreement with the Meishan City government (in Sichuan, China) to establish a joint-venture to construct a 6-Gen AMOLED line. The fab will be mostly used to produce small-sized AMOLED smartphone displays. In addition to the AMOLED line, Truly's new plant will also host a new 5-Gen TFT LCD production line.
Truly estimates that the project will cost a total of 40.4 billion Yuan (almost $6 billion USD). Construction of the AMOLED fab will begin in October 2018, and production is expected to begin in 2021. The cost of the AMOLED fab (which is the second stage in this project, the LCD line will come first) will total $4.1 billion USD. The AMOLED line will use 6-Gen substrates (1500x1850 mm) and will have a monthly capacity of 30,000 substrates (equivalent to over 52 million 5" panels annually).
