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48” OLED Panels Shipped from Guangzhou Even though It’s Not Open
June 07, 2020

​Even as LGD has not officially begun mass production in Guangzhou, LG Electronics and Sony are releasing the world's first 48-inch OLED TVs in June, with the panels supplied from LG Display's Chinese plant. The company has begun to count down mass production 10 months after the Chinese plant was completed last year.
"LG Display's plant in Guangzhou, China is delivering the panels for 48-inch OLED TVs to LG Electronics," an LG Electronics official said. Although the Guangzhou plant has not started mass-production of OLED panels, production is already in progress. LG Display said it will complete a mass-production system for the Guangzhou plant within June. The Guangzhou plant was shut down, first due to a number of production issues and then due to staffing issues associated with COVID-19. When LG Display decided to start volume production of OLED panels, they sent a total of 500 research workers to the plant through chartered planes in March and May 2020.
The global supply of large OLED panels will be greatly expanded in the second half of 2020. The Guangzhou fab 60,000 gen 8.5 substrates/month doubling total OLED  panel production as its Paju plant in Korea has a 70,000 substrate/month capacity, but does not yet use MMG, so no 48” displays. Omdia forecast was reduced from 5.6m units in 2020 to 3.5m due to the late MP start in China. The OLED TV market is expected to grow rapidly to seven million units in 2022 and 10 million in 2023, when the Gen 10.5 in Paju is operational. LG has been planning to release a rollable TV in 2020, but there has been no sighting of that ship. From :Business Korea

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