Samsung Display's CEO Choi Joo-sun says that the company sees a great potential for OLED displays in the IT market (mainly notebook and monitor displays), and that Samsung is building a new 8-Gen (2200x2500 mm) production line which will begin production in 2024. The glass efficiency at 8-Gen (uncut glass) will be 20% higher compared to Samsung's 6-Gen lines.
This new fab was already reported last year, but this is the first time we officially hear a commitment from SDC. According to DSCC, there are over 10 8.5-Gen OLED lines under consideration now in the industry, as demand for OLED panels for laptops, tablets and monitors is o the rise. Samsung is the current leader in OLED IT displays.
Omdia estimates that in five years, OLED penetration into the laptop display market could exceed 10%. The total laptop display market in 2021 amounted to 280.85 million panels.
Choi also says that two other important focus areas for Samsung Display are OLED microdisplay for AR and VR, and automotive OLED displays.
