OLED production - Page 14

As demand for foldable phones is increasing, Samsung Display is reportedly planning to add three more module production lines in Vietnam to expand its capacity. Once these three new lines are added, SDC will have 10 foldable OLED module production lines in Vietnam.

SDC's current monthly foldable OLED module production capacity is around 1.5 million units, and these new lines will expand SDC's capacity to 2 million units. SDC expects to install the new equipment in 2022. This will help the company reach its target of 18 million foldable OLED panel shipments next year.

BOE is now mass producing flexible OLED displays in two production lines, and the company says it has shipped around 40 million OLED displays in the first three quarters of 2021. One of the company's main AMOLED customers is Apple.

A few days ago we reported that BOE started mass producing OLED displays at its 6-Gen B12 production line in Chongqing, China. With the B12 line in full capacity (expected by late 2022 or early 2023), BOE's OLED production capacity will reach 144,000 substrates.

According to reports, BOE started mass producing OLED displays at its 6-Gen B12 production line in Chongqing, China. The ramp up is in stages, with the plant expected to reach full production capacity in late 2022 or early 2023.

The reports suggest that the first panels in production now will ship to Oppo for its smartphones. Actual shipments will begin by the end of 2021 (it is likely that actual production volume right now is still low).

According to a new report from Korea, Samsung has decided to build a new flexible OLED 6-Gen (1500x1850 mm) production line (A4E, although this could be a tentative name), which will be located at Samsung's Asan production complex.

The new fab will have a monthly capacity of 30,000 substrates. The first phase (15,000 substrates) will enter production by the end of 2022, and the second phase a year later. Total investment is estimated at over 1 trillion KRW (around $854 million USD).

According to a report from China, BOE will produce around 15 million AMOLED panels for Apple in 2021, or about 10% of Apple's total OLED panel orders.

BOE is supplying displays for refurbished iPhone 12 devices, and Apple is now looking into adopting BOE's panels in the iPhone 13. It is likely that the 15 million shipments estimate relies on Apple's approval of BOE's iPhone 13 panels, and even so it might be a bit optimistic that BOE will supply so many panels by year's end.

DSCC says that LG Display continues to improve the production at its 8.5-Gen WOLED TV fab in Guangzhou, and it finally managed to have the production cost in China be lower than a comparable OLED TV made in Korea.

DSCC estimates that the production cost in China by the end of 2021 will be 13-14% lower than that of LG's Korea fabs.

UK-based OTFT display backplane developer SmartKem announced that it has signed a joint development agreement with Taiwan-based PMOLED-maker RiTdisplay, for the production of OTFT-based AMOLED display prototypes.

SmartKem's technology could enable RiTDisplay to produce AMOLED displays at a lower cost, and, more significantly, to use its own PMOLED production line without the large investment needed for an LTPS AMOLED Line. The current agreement includes a prototype display development, it will have to be seen whether it will be expanded in the future for actual production.

As demand for larger mobile OLED displays, for laptops, tablets and monitors is on the rise, there are reports that Samsung Display is considering building a 8.5-Gen AMOLED fab dedicated for laptop and IT displays. SDC is developing technologies to overcome the limitation in OLED deposition.

According to a new report from Korea, China's BOE and CSoT are both looking to also establish 8-Gen OLED production lines. BOE is accelerating its plans for a 2200x2500 (8-Gen) OLED deposition line, and is developing deposition technologies towards that goal. BOE's main target is to produce smartphone OLED displays, which it hopes to supply to Apple.

As demand for larger mobile OLED displays, for laptops, tablets and monitors is on the rise, there are reports that Samsung Display is considering building a 8.5-Gen AMOLED fab dedicated for laptop and IT displays.

This new fab will be the first 8.5-Gen RGB OLED deposition fab, and Samsung is looking into new technologies to enable OLED deposition on larger substrates. It is reported today that SDC is developing, in collaboration with ULVAC, vertical deposition technology.

In early 2021 Samsung Display announced it will start to produce 90Hz OLED laptop displays. Today the company said it started shipping 14" 90Hz AMOLED displays for its first customer, Asustek, which will use the panel in its upcoming 14-inch laptop - which will ship soon, starting at $1,199.

In the last couple of years, we have seen increased adoption of AMOLED displays in laptops. Earlier this year Samsung stated that it will release 10 new OLED displays for laptops in 2021, and reports suggested that the company is looking into building a dedicated 6-Gen production line for laptop AMOLEDs - or even a 8.5-Gen one.