国内首条、全球首批！预计2026年在四川量产

Core Insights - The launch of BOE's 8.6-generation AMOLED production line marks a significant breakthrough for China in the high-generation AMOLED sector, expected to transition the country from a "follower" to a "leader" in OLED display technology by 2026 [1][2] Group 1: Project Overview - The total investment for the BOE 8.6-generation AMOLED production line project is 63 billion yuan, covering an area of approximately 1,400 acres, with a designed capacity of 32,000 glass substrates per month [1] - The production line will primarily manufacture high-end touch OLED displays for smart terminals such as laptops and tablets [1] - The project utilizes low-temperature polycrystalline silicon oxide (LTPO) backplane technology and stacked light-emitting device fabrication processes to achieve lower power consumption and longer lifespan for OLED screens [1] Group 2: Industry Impact - The project is expected to directly drive the collaborative upgrade of over 200 upstream and downstream enterprises, covering key areas such as glass substrates, light-emitting materials, deposition equipment, and driver chips [2] - Localized production, exemplified by Wog Optical's investment of 628 million yuan in the first 8.6-generation AMOLED glass substrate etching and processing line, will significantly shorten supply chain response times and reduce logistics costs [2] - With the capacity release of the BOE 8.6-generation AMOLED production line, "Chengdu-made" flexible displays are projected to capture over 20% of the global market and over 50% of the national market share, solidifying Chengdu High-tech Zone's core position in the new display industry [2]