TCL华星豪赌印刷OLED，中韩“正面交锋”！

Core Viewpoint - TCL Technology is investing 29.5 billion yuan to build an 8.6-generation inkjet printing OLED production line in Guangzhou, aiming to meet the growing market demand for OLED displays in various applications, including IT products and gaming [2][4][10]. Investment and Production Details - The new production line will have a glass substrate size of 2290mm x 2620mm and a capacity of 22,500 sheets per month, with a planned construction period of 24 months, expected to start operations in November 2025 [3][4]. - This investment is a response to the increasing demand for OLED displays, as existing production capacities are unable to meet market needs [4][11]. Technology and Market Trends - The investment aligns with the trend of high-generation OLED production, as traditional 5.5-generation lines are not economically viable for larger IT panels due to low glass substrate utilization [4][10]. - The inkjet printing OLED technology is expected to significantly reduce production costs and improve efficiency, making it suitable for mid-size displays in the IT market [10][13]. Competitive Landscape - The global OLED market is seeing a shift, with TCL and other Chinese manufacturers aiming to challenge the dominance of Korean firms by adopting innovative technologies like inkjet printing, which bypass traditional evaporation methods [5][19]. - As of now, there are four 8.6-generation OLED production lines globally, with TCL's line being one of the largest in terms of capacity [17][18]. Future Outlook - The successful implementation of the inkjet printing OLED technology could lead to a "price revolution" in mid-size OLED panels, making them more accessible in mainstream consumer markets [16][20]. - The competition in the OLED market is expected to intensify, with various technologies coexisting, including FMM evaporation, inkjet printing, and ViP technology, each vying for market share [20][21].