According to reports from Vietnam, BOE decided to invest $400 million to build two new display factories, one of which will be used to produce OLED display modules. The OLED module fab has an estimated cost of $250 million. The module plant will begin operation by 2025.
According to the report, BOE plans to produce smartphone OLED modules at the new fab.
This seems to be a very low cost for a smartphone AMOLED module fab. Visionox's Hefei line, for example, announced in 2022, will cost $1.6 billion. Hopefully we will have more information on BOE's Vietnamese OLED line soon.
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Posted: Jan 11,2023 by Ron Mertens