Vertical Divider
BOE, LCD, Micro Display and OLED Fab Status Report
Corning recently opened its 6th glass plant in China, located in Wuhan on the site of BOE’s Gen 10.5 LCD fab, and it is the sole supplier of glass to that fab. The Phase 2 expansion should be completed this month, upping the capacity from 90,000 to 120,000 sheets/month. BOE is also in its ‘ramp-up’ mode at its B7 Gen 6 OLED fab in Chengdu and its B11 Gen 6 OLED fab in Mianyang, both of which are in production but are expanding capacity, and the company is constructing a 3rd Gen 6 OLED fab in Chongqing. The Chongqing fab will begin ramp-up mode in line with customer demand, which is growing, likely a reference to Apple and its quest for a 3rd OLED display supplier replacement. BOE provides small volumes to Apple and is seeking to qualify as a full-scale supplier to Apple but has faced difficulties in maintaining yields comparable to Samsung and LG.
BOE plans to increase of flexible OLED display shipments by more than 100% this year, but volume growth depends on the Gen 6 fab ramps and demand from Chinese OEMs to replace Huawei demand. Last year Huawei released 32 smartphone models with OLED displays. This year they have released only 7, which makes it incumbent on BOE to broaden its OLED customer base in order to meet its goal.
BOE is also developing a 12” silicon substrate line for the production of ultra-high resolution AR/VR micro displays to complement its existing 8” line from which it says it has shipped both ‘fast LCD’ and micro-OLED displays, however while the company has shown demos of silicon-based OLED micro displays no actual state-of-the art products have been released. In terms of MicroLEDs BOE says they are mass producing a 75” COG (Chip-on-Glass) panel, similar in format to the Samsung Wall.
Corning recently opened its 6th glass plant in China, located in Wuhan on the site of BOE’s Gen 10.5 LCD fab, and it is the sole supplier of glass to that fab. The Phase 2 expansion should be completed this month, upping the capacity from 90,000 to 120,000 sheets/month. BOE is also in its ‘ramp-up’ mode at its B7 Gen 6 OLED fab in Chengdu and its B11 Gen 6 OLED fab in Mianyang, both of which are in production but are expanding capacity, and the company is constructing a 3rd Gen 6 OLED fab in Chongqing. The Chongqing fab will begin ramp-up mode in line with customer demand, which is growing, likely a reference to Apple and its quest for a 3rd OLED display supplier replacement. BOE provides small volumes to Apple and is seeking to qualify as a full-scale supplier to Apple but has faced difficulties in maintaining yields comparable to Samsung and LG.
BOE plans to increase of flexible OLED display shipments by more than 100% this year, but volume growth depends on the Gen 6 fab ramps and demand from Chinese OEMs to replace Huawei demand. Last year Huawei released 32 smartphone models with OLED displays. This year they have released only 7, which makes it incumbent on BOE to broaden its OLED customer base in order to meet its goal.
BOE is also developing a 12” silicon substrate line for the production of ultra-high resolution AR/VR micro displays to complement its existing 8” line from which it says it has shipped both ‘fast LCD’ and micro-OLED displays, however while the company has shown demos of silicon-based OLED micro displays no actual state-of-the art products have been released. In terms of MicroLEDs BOE says they are mass producing a 75” COG (Chip-on-Glass) panel, similar in format to the Samsung Wall.
|
Contact Us
|
Barry Young
|