The latest Truly OLED news:
Hong Kong-based Truly Semiconductors started working on an AMOLED fab in 2014, and in May 2015 estimated that production will begin in Q1 2016. According to the OLED Association, Truly is facing a slight delay, but backplane production will begin next month, and full OLED display production will commence in September.
Truly's fab is a 4.5-Gen AMOLED fab that will have a capacity of 15,000 substrates per month (although this could be expanded to 30,000).
According to ETNews BOE, Everdisplay and Truly are all expected to start constructing flexible OLED fabs in the first half of 2016, as the companies realize they need to compete with Samsung and LG in that market.
BOE Display aimed to start mass producing AMOLED displays at 5.5-Gen LTPS OLED fab in Ordos in the second half of 2015, but reportedly they are still struggling with low yields. BOE is also constructing a Gen-6 LTPS LCD/AMOLED production line in Chengdu, China, scheduled for production in the first half of 2017. Earlier reports suggested that BOE aims to produce flexible OLEDs at that new fab. In May 2015, BOE demonstrate several new AMOLED prototypes, including several flexible panels.
Hong Kong's Truly Semiconductors announced that next month it will complete the construction of the first phase in the company's 4.5-Gen AMOLED fab in Huizhou, China. The equipment will be installed in October, and the production line will begin operation in Q1 2016.
Truly estimates that the new production line, which will be used to make small-sized AMOLED panels, will generate RMB5.3 billion (about $854 million) in annual revenue. The fab's capacity will be 15,000 monthly substrates.
According to ETNews, AP Systems won a contract to supply two Excimer Laser Annealing (ELA) systems to China's Truly Semiconductors for its OLED fab. While ETNews does not mention it, this is likely to be used in Truly's upcoming 4.5-Gen AMOLED fab in Huizhou, China.
The contact is worth 18 billion Korean Won (about $16.6 million). AP Systems already provided similar systems to China's CSOT, GVO and EverDisplay. AP Systems hopes to also supply encapsulation systems to Truly in April 2015. The company is concentrating all of its efforts to develop OLED production equipment.
In January 2014 Truly Semiconductors (a Hong-Kong based LCD and PMOLED producer) announced plans to build a 4.5-Gen AMOLED fab. Now it is reported that Guangdong's Province government allocated 450 RMB ($72 million) towards that new fab.
Truly expects the investment in the new fab and in a new AMOLED R&D center to reach 6.3 billion RMB ($1 billion). Truly sees a total investment of 17 billion RMB ($2.7 billion) in their OLED project (I'm not sure what will the rest of the money be allocated to).
Truly Semiconductors (a Hong-Kong based LCD and PMOLED producer) announced that it entered into a joint venture with the Huizhou City Government to invest in a 4.5-Gen AMOLED production line. If all goes well, this fab will go into production in H2 2015 with a production capacity of 15,000 monthly substrates.
Truly now joins several other Chinese makers (including BOE, CSOT, Visionox and others) that have plans for AMOLED fabs. It seems that BOE's 5.5-Gen fab in Ordos is the most advances Chinese AMOLED fab, as the company already started constructing it and the company even considers using some of the capacity in that fab for plastic based flexible OLED production.