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Musing-Weekly Newsletter

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Samsung to Expand A4 Gen 6 Fab for Notebooks 
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Samsung Display is planning to build a new production line for notebook OLED at its A4 factory in Asan, with a capacity of 30,000 substrates for mid-sized OLED panels in the 18 to 20-inch range aimed at notebooks. The plan is being called internally N Project __ the N stands for notebook. It has previous called notebook liquid crystal display (LCD) lines N Project as well. Orders for the equipment are  expected to be placed in the summer and placed at the earliest and early 2022 at the latest.  Samsung Display produces notebook OLED panels so ramping up a new production line so the timeframe form install to MP should be straight forward. Samsung previously modified its A2 and A3 production lines to produce notebook OLED panels. A2 mainly produces panels for smartphones and smart watches, while A3 is used to make OLED panels for Samsung Galaxy S and Note series as well as Apple’s iPhones. Samsung Display is making a new production line to meet increased demand for IT products (notebooks in particular) from the pandemic.

Earlier this month SDC said it plans to launch over ten kinds of notebook OLED panels this year and expects sales to grow by five times in 2021, from ~1m in 2020
A4 factory currently houses a 30,000 substrates per month capacity Gen 6 flexible OLED line. The factory was previously called L7-1 when it produced Gen 7 LCD panels. It was converted to an OLED line in 2018. The new production line will go into the remaining area at A4.

SDC’s OLED for laptops will have improved Sun Light legibility, HDR, a combination of Brightness x Chroma which is an algorithm enhances color quality, 120% of the DCI-P3 color gamut. The sizes will vary from 13.3 to 16-inches and arrive in commercial products later in 2021.The notebook market is gaining attention from BOE as well, which recently announced notebook OLED of 14 inches, 15.6 inches and 17.3 inches. 
 

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