A report from China suggests that TCL CSOT is looking into building a 8.6-Gen AMOLED production line, targeting IT display production. According to the report, TCL will announce its investment plan later in 2024, if it decides to go ahead with the new fab.
The IT display market (targeting laptops, monitors and tablets) is heating up as Apple will start to adopt AMOLED displays in its tablets this year. Apple's market pull is significant and other vendors will likely increase adoption of IT AMOLEDs.
Samsung Display has already started to build its 8.6-Gen IT AMOLED production line, the A6 line, which is located at Samsung's old L8 LCD line in Asan. Towards the end of 2023, BOE announced plans for its own 8.6-Gen IT AMOLED line, which will produce flexible panels (unlike Samsung which will produce rigid glass-based panels). According to recent rumors, LG Display has decided to go ahead and build its 8.6-Gen IT AMOLED line in Paju, and has already started discussions with equipment makers for supply agreements.
Towards the end of 2023, TCL CSoT said that it expects to start producing OLED displays using an inkjet printing process in the second half of 2024, targeting the IT and medical sector. CSOT is constructing a 5.5-Gen inkjet printing line for this project. It is interesting that the company is now looking into evaporation-based larger-scale production in addition to the inkjet printing line.
We are likely to see more and more plans to build large IT AMOLED lines, as demand is expected to increase in the future. Do you want to learn more about the trend of AMOLED adoption in IT displays? The OLED Toolbox covers this trend and provides both data and analysis of future OLED IT production fabs.
