Chimei Innolux back into AMOLED production?
Back in December 2009, Chimei bought both TPO and CMO (and its CMEL OLED subsidiary). It wasn't clear what will happen to TPO and CMEL's OLED programs. CMEL had an active AMOLED program and even offered 7.6" panels, but production halted after the merger. TPO was said to develop small (3" and 4") AMOLEDs but had technical difficulties. Now we found out that Chimei Innolux is back into AMOLED production. In their 3Q 2010 financial results presentation they list their Fab status:
There are two OLED plants. The first is a Gen-3.5 (620x750mm) LTPS/OLED Plant in Jhunan, Taiwan targeting small/medium displays. There's also a Gen-5.5 (1,300x1,500) plant in Tainan (also in Taiwan). The Gen-5.5 line will produce OLEDs for monitors or TVs. The new OLEDs in the Gen-5.5 line will use an IGZO (InGaZnOx) TFT - a transparent amorphous oxide semiconductor.
CMO and TPO acquired by Innolux
Taiwan's Innolux has acquired two companies that had OLED programs: TPO and CMO. This is a 3-way-merger that is supposed to take place in May 2010, and the new company will be called Chimei Innolux.
This is interesting news, and we do not know yet what will happen to the OLED programs of the two companies. The two companies had problems in their OLED subsidiaries (technical and financial) so this might be a good thing as they can now work together to solve the technical issues. Hopefully Innolux will not decide to simply give up on OLEDs...
CMEL (CMO's OLED subsidiary) has bee making OLED panels for quite some time. They offer the largest OLED panel available (7.6") which is being used by a few high-end products, such as Kodak's digital-photo frame. There were some rumors that CMEL are working at only 40% of their capacity, because of financial problems at CMO. These problems are now over with the merger, hopefully.
TPO hasn't yet started to mass-produce OLEDs, and were facing some technical problems, that caused some delays. They are currently developing 3"-4" panels for mobile phones and cameras. They had plans to start producing the 3" panels this year, but we're not sure if they have actually begun. It was reported that TPO will supply Nokia with these AMOLEDs.
