BOE's chairment Chen Yanshun says that the company shipped almost 60 million AMOLED displays in 2021, and the company plans over 100 million such panels in 2022.
BOE also details that its AMOLED monthly output surpassed the 10 million unit mark for the first time in December 2021.
Demand for larger mobile OLED displays, for laptops, tablets and monitors is on the rise, and display makers are looking into 8.5-Gen OLED production lines dedicated to the IT market.
According to a new report from Korea, BOE is moving forward with its plans to establish an IT AMOLED production line. The company is aiming to establish a 8.5-Gen (2250x2600 mm) production line at its B16 fab in Chengdu. BOE's goal is to start production by the end of 2024, with an initial capacity of 15,000 monthly substrates.
Demand for IT OLED displays used in laptops, tablets and monitors is on the rise, and OLED makers (Led by Samsung Display) are rushing to develop 8.5-Gen OLED deposition technologies to increase IT display production capacity. Last month DSCC said that there are currently 11 different 15K G8.5 IT OLED lines under development.
ETNews now reports that LG Display is one of the companies looking to construct 8.5-Gen OLED lines. LGD is already evaluation production equipment,such as vertical deposition tools by Sunic Systems, deposition sources by YAS and more.
Towards the end of 2021, it was reported that Visionox has finalized its LTPO R&D project and is ready to start producing LTPO OLED displays. The company now officially launched its first LTPO AMOLED dipslay, that can offer a dynamic refresh rate, from 1Hz to 120Hz. Visionox expects the first phones to adopt these new displays to be released soon.
The new LTPO AMOLED displays are produced at Visionox's Hefei 6-Gen flexible AMOLED line. This is the first LTPO OLED displays produced in China (previously only Samsung and LG produced such advanced panels).
China-based Tianma announced that it has started producing flexible AMOLED displays at its 6-Gen production line in Xiamen. This is just the first production runs, it will probably take some time for Tianma to ramp up production.
Total investment in Tianma's new fab (TM18) is estimated at $6.8 billion USD and the monthly capacity will be 48,000 6-Gen substrates. The company says that this is the largest flexible AMOLED production line in China, and it is also the largest ever investment in Xiamen's history.
According to ETNews, BOE reduced its AMOLED production for Apple to about 2-3 months in February and March, down from around 9-10 million units it originally planned to produced, as the company failed to secure enough driver ICs.
ETNews says that LX Semicon (previously Silicon Works) cannot supply BOE with enough driver chips. Most of the company's chips will be supplied to LG's OLED panels.
Demand for larger mobile OLED displays, for laptops, tablets and monitors is on the rise, and OLED makers (Led by Samsung Display) are planning to establish 8.5-Gen OLED production fabs dedicated for IT panels. The leading maker is
DSCC posted a very interesting article with predictions on this new development in the industry, saying that there are currently 11 different 15K G8.5/G8.6 IT OLED lines under development.
According to a report from Korea, Samsung's QD-OLED production yields are still very low (around 30%), and the company is currently waiting for market reaction of the first range of products.
The company will need to decide whether to expand its production in the near future or not, and according to the report, it is not likely to decide before the 2nd half of 2022, as products haven't actually been launched yet. This means that SDC's total QD-OLED capacity will remain as it is today (30,000 monthly Gen-8.5 panels) at least until the end of 2023.
OLED lighting developer Inuru announced that it is now capable to print OLED panels in any shape, on demand.
Inuru has setup a pilot line in Berlin Adlershof. The company says its new panels offers very small size, as required, and excellent homogeneity. The company can pair it with thin printed batteries to power the lighting panels.
BOE has been aiming to supply OLED displays for Apple for a long time. In 2020 BOE did not pass Apple's OLED quality test for the iPhone 12 , but later it it did manage to enter Apple's supply chain, only for aftermarket (refurbished models) 6.06" LTPS AMOLED displays.
According to reports in Korea, for Apple's 2014 models, which will be introduced in 2022, BOE aims to supply similar panels (to standard models). BOE is also aiming to be the producer of Apple's iPhone 15 Pro series in 2023. The company is looking to introduce LTPO technology at its B12 AMOLED line at Chongqing, the line which has only recently started production.
