三星显示：公司IT业务今年有望增长最高30%

Core Viewpoint - Samsung Display is expanding its product lineup in the IT business, with the introduction of the 8.6-generation OLED products expected to increase sales by 20% to 30% compared to the previous year [1]. Group 1: Product Development - The 8.6-generation OLED features a glass substrate size that is 2.2 times larger than the current mainstream 6th generation OLED, significantly improving production efficiency [4]. - For example, the annual production capacity for a 14-inch tablet using 6th generation OLED panels is approximately 4.5 million units, while the 8.6-generation OLED can increase this capacity to 10 million units [4]. Group 2: Investment Plans - Samsung Display announced plans to transform its LCD production line L8 and build a dedicated A6 production line for IT OLED, with an investment amounting to 4.1 trillion Korean won [4]. - The new production line is expected to achieve mass production by the second or third quarter of 2026, with plans to supply panels to Apple [4]. Group 3: Market Position - Despite the rapid development of Chinese display companies, there remains a gap in the OLED sector compared to Samsung Display [4]. - However, Chinese companies are actively investing in new display technologies such as micro-displays and OLEDoS to seize market opportunities [4].