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Musing-Weekly Newsletter

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BOE Announces Yields on Gen 10.5 Fab
April 02, 2018

BOE responded to recent information leaked concerning issues at two of their LCD fabs and released a statement concerning the issues.  BOE was reported to be facing yield issues at it Gen 10.5 LCD fab in Hefei and its Gen 8.5 LCD fab in Fuzhou. The gist of BOE’s reply was to clarify the details, and debunk the specific information, which was that the Gen 10.5 fab’s mass production progress was not ‘smooth’ and yields were substantially below 70%, while the Gen 8.5 fab was experiencing quality problems. In their response, the company stated that the Gen 10.5 line, which started MP on December 2017, was experiencing smooth mass production this month and a combined yield exceeding 70%, while the production rate of the Gen 8.5 fab had been ‘rapidly stabilized’ and the product quality from the factory to the client was in good condition.  In addition, they gave the following specific data concerning the fabs for 1Q 2018 (full text below):

Table 1: BOE Stated Production& Yields - Hefei & Fuzhou Fabs
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Source: BOE

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