Zhong Guo Chan Ye Jing Ji Xin Xi Wang·2026-01-12 22:09Core Viewpoint - BOE has achieved a significant breakthrough in the research and development of medium-sized OLED technology with the successful lighting of its first product from the newly built 8.6-generation AMOLED production line in Chengdu, laying a solid foundation for future mass production and delivery [1] Investment and Production Capacity - The total investment for the new production line is 63 billion yuan, with a designed capacity of 32,000 glass substrates per month, focusing on high-end touch OLED displays for smart terminals such as laptops and tablets [1] - With the new production line, BOE will operate four AMOLED production lines, continuously enhancing its OLED production capacity [1] Technology and Efficiency - The production line utilizes FMM product technology compatible with flexible OLED and Hybrid OLED, offering significant advantages in yield, production efficiency, product quality, and luminous efficiency compared to other technological routes [1] - The adoption of low-temperature polycrystalline silicon oxide (LTPO) backplane technology and Tandem stacked light-emitting device preparation processes enables the OLED screens to achieve lower power consumption and longer lifespan, driving the iterative upgrade of downstream laptop and tablet products [1] Historical Context and Future Outlook - BOE has already established three 6th-generation flexible AMOLED production lines in Chengdu, Chongqing, and Mianyang, with a cumulative OLED display shipment exceeding 500 million units [1] - The successful lighting of this new production line and its planned mass production next year will further solidify BOE's position in the OLED market [1]