Digitimes: China's AMOLED production capacity to grow 373% by 2017

Digitimes research estimates that small and medium AMOLED production capacity in China will grow 373% by 2017, which will establish China as the number two AMOLED producer behind Korea.

Currently the only Chinese AMOLED producers are Everdisplay, with a 4.5-Gen production line and Visionox which has recently started to produce panels in their 5.5-Gen fab. According to Digitimes, Taiwan's AU Optronics has a larger capacity AMOLED fab (which I'm not sure is true), but growth in China will surpass the growth in Taiwan.



BOE Display is planning several AMOLED fabs - the company is constructing a 5.5-Gen LTPS fab in Ordos, which will also produce both LCDs and AMOLED displays, it is starting to build a $3.5 billion Gen-6 LTPS LCD/AMOLED production line in Chengdu, and it is also planning a 8.5 OLED TV fab in Hefei Xinzhan.

The TCL Group announced that it is going to raise $926 million to build CSOT's T2 8.5-Gen fab, we're not sure if this plan is still underway, and in addition CSOT is building a 6-Gen display fab in a 16 billion RMB ($2.5 billion) investment. Other Chinese AMOLED players include TianMa, which is getting ready to release the first panels in 2016 with plans for three separate OLED production lines, Truly that has plans to start production in a 4.5-Gen fab in early 2016 and Guangzhou New Vision.

One final bit of interesting info from Digitimes: they claim that Truly aims to purchase old 4.5-Gen AMOLED production equipment from Samsung Display.

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Posted: Jun 12,2015 by Ron Mertens