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LG Display Expanding S/M OLED Capacity to Meet Apple Demand
LG Display is making modifications on its Gen 6 small panel fab in Paju to keep up with the demand for panels from Apple. Most of the upgrades are line expansions projects that convert capacity from LTPS to LTPO. Samsung began updating a portion of its A3 OLED fab earlier this year, both for Apple and its own use. Samsung Electronics is using LTPO in the Note 20 Ultra, which was released in late August.
The LG Display E6 fab has three lines, P1, P2, and P3, which originally were planned to produce 15,000 substrates each per month. P1 and P2 were built out to those specifications using LTPS, but P3 was put on hold. Since all three lines are in the same structure, building out the P3 line entails moving in equipment and tuning, with little construction. LG Display has already started upgrading the P1 and P2 lines from 15,000 sheets/month to 20,000 sheets/month each. This capacity, using the iPhone 12 Pro Max as a guide, would be an increase from 7.5m units/month to 10m units/month, a 33% increase, but expectations are that LGD will continue to build out both the E6 P1 and P2 lines, using LTPO, to a total of 80,000 sheets/month, for a 166% increase from original capacity. LGD is also expected to build out E6 – P3 once the LTPO conversions on P1 and P2 have been completed, adding another 15,000 sheets/month to overall E6 capacity. By the end of 2022, the E6 fab should have increased its capacity by 216% over where it was at mid-year 2020.
LG Display is making modifications on its Gen 6 small panel fab in Paju to keep up with the demand for panels from Apple. Most of the upgrades are line expansions projects that convert capacity from LTPS to LTPO. Samsung began updating a portion of its A3 OLED fab earlier this year, both for Apple and its own use. Samsung Electronics is using LTPO in the Note 20 Ultra, which was released in late August.
The LG Display E6 fab has three lines, P1, P2, and P3, which originally were planned to produce 15,000 substrates each per month. P1 and P2 were built out to those specifications using LTPS, but P3 was put on hold. Since all three lines are in the same structure, building out the P3 line entails moving in equipment and tuning, with little construction. LG Display has already started upgrading the P1 and P2 lines from 15,000 sheets/month to 20,000 sheets/month each. This capacity, using the iPhone 12 Pro Max as a guide, would be an increase from 7.5m units/month to 10m units/month, a 33% increase, but expectations are that LGD will continue to build out both the E6 P1 and P2 lines, using LTPO, to a total of 80,000 sheets/month, for a 166% increase from original capacity. LGD is also expected to build out E6 – P3 once the LTPO conversions on P1 and P2 have been completed, adding another 15,000 sheets/month to overall E6 capacity. By the end of 2022, the E6 fab should have increased its capacity by 216% over where it was at mid-year 2020.
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