Vertical Divider
Musing on Production
Samsung Display Expanding OLED Capacity
November 25, 2019
Samsung Display and LG Display have invested about $7.64 billion (9 trillion KRW) this year, and are expected to invest about $11.9 billion (14 trillion KRW) next year. Samsung is readying facilities and equipment for Gen 8.5 QD/OLED display starting from end of this year. Samsung Display invested $2.46 billion (2.9 trillion KRW) into displays for the maintenance of facilities. However, it is planning to invest $11.1 billion (13.1 trillion KRW) starting from next year until 2025 to produce QD displays.
Samsung Display is expected to invest about $8.49 billion (10 trillion KRW) in 2020. Samsung Display will invest an additional $8.49 billion in 2021 and will invest between $17 billion (20 trillion KRW) and $25.5 billion (30 trillion KRW) just to mass-produce QD displays.
LG Display’s investment in 2020 will be lower than its investment in2019 as LG Display has focused its on its 8.5-Gen OLED plant in Guangzhou and finishes up other major investments. It had invested about $6.80 billion (8 trillion KRW) in 2018 by investing into 8.5-Gen OLED plant in Guangzhou and 10.5-Gen (P1) plant in Paju. LG Display has invested about $5.95 billion (7 trillion KRW) this year and could invest about $3.40 billion (4 trillion KRW) in 2020 as it finishes up major investments and makes supplemental investments to improve performance.
Samsung Display is reportedly ordering equipment that to expand its small/medium OLED facilities in Asan. SDC has ordered 30 tower cranes, along with a cargo crane, used to unpack and move other equipment. Based on the number of cranes ordered, the complex would encompass at least 3 or 4 buildings. Before the Apple’s shortfall in OLED panel demand, Samsung started planning for what was called A5, which was expected to encompass at least 2 new Gen 6 fabs with the potential for ~180,000 substrates/month. Construction on the site was suspended last year due to weak demand for flexible OLED panels. The restart is expected to take 6 to 8 months, since most of the site work has been completed, SDC has given no indication as to what the fab will contain.
Figure 1: Crane on the Grounds at Asan
Samsung Display Expanding OLED Capacity
November 25, 2019
Samsung Display and LG Display have invested about $7.64 billion (9 trillion KRW) this year, and are expected to invest about $11.9 billion (14 trillion KRW) next year. Samsung is readying facilities and equipment for Gen 8.5 QD/OLED display starting from end of this year. Samsung Display invested $2.46 billion (2.9 trillion KRW) into displays for the maintenance of facilities. However, it is planning to invest $11.1 billion (13.1 trillion KRW) starting from next year until 2025 to produce QD displays.
Samsung Display is expected to invest about $8.49 billion (10 trillion KRW) in 2020. Samsung Display will invest an additional $8.49 billion in 2021 and will invest between $17 billion (20 trillion KRW) and $25.5 billion (30 trillion KRW) just to mass-produce QD displays.
LG Display’s investment in 2020 will be lower than its investment in2019 as LG Display has focused its on its 8.5-Gen OLED plant in Guangzhou and finishes up other major investments. It had invested about $6.80 billion (8 trillion KRW) in 2018 by investing into 8.5-Gen OLED plant in Guangzhou and 10.5-Gen (P1) plant in Paju. LG Display has invested about $5.95 billion (7 trillion KRW) this year and could invest about $3.40 billion (4 trillion KRW) in 2020 as it finishes up major investments and makes supplemental investments to improve performance.
Samsung Display is reportedly ordering equipment that to expand its small/medium OLED facilities in Asan. SDC has ordered 30 tower cranes, along with a cargo crane, used to unpack and move other equipment. Based on the number of cranes ordered, the complex would encompass at least 3 or 4 buildings. Before the Apple’s shortfall in OLED panel demand, Samsung started planning for what was called A5, which was expected to encompass at least 2 new Gen 6 fabs with the potential for ~180,000 substrates/month. Construction on the site was suspended last year due to weak demand for flexible OLED panels. The restart is expected to take 6 to 8 months, since most of the site work has been completed, SDC has given no indication as to what the fab will contain.
Figure 1: Crane on the Grounds at Asan
Source: TheElec