ChinaStar Revealed Gen 10.5 Details
June 18 2018
CSOT has been calling its next TV fab a Gen 11, but when Ashai Glass described their supporting glass factory, the size was 3370x2940, which is commonly known as Gen 10.5. I asked Ashai about the difference and they claimed it was just the way CSOT chose to label their fab, since the size was what was commonly called Gen 10.5.
On May 25, TCL, the parent company of ChinaStar committed to a new $9.3b US fab in Shenzhen, China. The fab (tentatively called T7) with a substrate size of 3370 x 2940 and a capacity of 90,000 sheets/month when fully completed. At the time, TCL noted that the fab would be producing both ultra-large LCD TV panels and OLED TV panels, but little other information was specified. TCL has since revealed the new fab will be the company’s second ultra-large fab as they are currently building their first Gen 11 fab. The split will be 70,000 for LCDs and 20,000 for OLEDs. The OLED will use amorphous oxide backplanes, and initially they will use an in-line vapor deposition system, until such time as they have productized IJP. ChinaStar is working with a number of partners, including Chinese panel producer Tianma, ink-jet tool developer Kateeva and OLED material suppliers Merck, DuPont and Sumitomo. The fab is expected to be operational in 2021, and ChinaStar expects to have ink-jet printing for large panel OLED within 3 to 5 years. The primary rationale for using IJP is to reduce costs as material urtication is expected to be 90% vs. the in-line rate of 60%. However, since the in-line VTE process does not pixelate the material, it also uses more emitter material in general.
Should ChinaStar figure out ink-jet printing for large panel OLED displays, it would be a game changer for the display industry and would have a profound effect on the OLED supply chain, particularly the tool vendors and material suppliers.