March 15, Korean media ddaily said, Apple and other IT equipment from this year officially adopted OLED (organic light-emitting diode), while the display companies showed different responses. Among them, Samsung Display, BOE, TCL, etc. are preparing for mass production of 8.6 generation OLED, LG Display, etc. is to maintain a conservative tone, chose to improve the existing production line production efficiency strategy.

According to the industry on the 12th, Apple teased that it will launch 11-inch and 12.9-inch OLED panels this year, making the display industry's expectations continue to rise. It is predicted that Apple will drive the rise of OLED penetration in the mobile, computer market by 2028. Omdia, a market research organization, predicted that the IT OLED market sales will reach $8.913 billion in 2029 from $2.534 billion this year, an average annual growth rate of 28.6%.

In the face of such predictions, display companies have begun to expand their investment in IT OLEDs. Samsung Electronics announced its investment plan for 8.6-generation OLEDs and formally set up additional equipment. In addition, LG Display, BOE, TCL CSOT and others are also making preparations.

Samsung Display said in April last year that it would invest 4.1 trillion won by 2026 in the IT OLED field. On March 8, Samsung Display held the “A6 production line equipment introduction ceremony” at Asan campus in Chungcheongnam-do, officially announcing the start of the construction of 8.6-generation IT OLED production line.BOE announced in December last year that it would invest 63 billion yuan to build 8.6-generation OLED. BOE is discussing the price of 8.6 generation evaporator with Canon Tokki of Japan and Sunic System of South Korea. LG Display is considering whether to invest in OLED market due to lack of funds, and has not yet announced its investment in 8.6 generation OLED.

As for TCL, Korean media also mentioned in the article that the company through the display subsidiary Huaxing Optoelectronics CSOT announced the production of inkjet printing OLED panels in the second half of this year, and is currently preparing to invest in OLEDs for IT. although it has not yet released a specific 8.6 OLED investment plan, but according to industry forecasts, TCL is likely to announce additional investment plans within this year.

Source: ddaily