2026年高世代IT OLED生产线投产加速 设备投资占比84%

Group 1 - Counterpoint Research indicates that 2023 will be a pivotal year for the production lines of high-generation (G8.6 / G8.7) IT OLED, with major investments from Samsung Display, BOE, Visionox, and TCL Huaxing driving conventional OLED equipment capital expenditures to account for 84% of the industry total [1] - LG Display is expected to adopt a lithography patterning technology route for its unannounced high-generation IT OLED production line, similar to the approaches of Visionox ViP and JDI eLEAP [4] - The report forecasts that from 2023 to 2030, two-thirds of global display equipment capital expenditures will be allocated to conventional OLED, with Micro OLED receiving 2% and Micro LED not yet included in the statistics [4]