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Musing-Weekly Newsletter

BOE‘s Chengdu 6th Gen OLED Fab Ready for MP
May 20, 2017
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BOE committed to the construction of a Gen 6 OLED fab in Chengdu, China back on 12/30/2014, capped the fab as of April 19th of this year, and the Chinese press indicated that the fab is now in production.  Phase 1 production is expected to begin in June and phase 2 production in early in 2018, followed by phase 3 in June 2018.  This is a very aggressive build schedule, but BOE is known for meeting or beating their construction schedules, and should keep to this timeline.  The fab will have a maximum capacity of 45,000 sheets/month when fully built-out. However, actually production is a bit different from having an ‘opening’ ceremony, which usually represents the fab’s ability to run a glass substrate through the entire line.  It will take considerable time for the OLED process to be refined enough by the panel manufacturer before producing samples and eventually an acceptable yield.  We expect a slower ramp for BOE than for Samsung Display, although the Chengdu fab is based on rigid OLED substrates, far less problematic than flexible OLED production.
 
 
 
 
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