Core Insights - The article discusses the recent developments in the IT OLED panel industry, particularly the initiation of the 8.6-generation OLED production lines by various manufacturers, marking a competitive landscape in the market [2][7]. Group 1: Industry Developments - TCL CSOT has officially announced the commencement of its T8 project for the 8.6-generation OLED production line, joining other manufacturers in the investment race [2]. - Samsung Display Corporation (SDC) was the first to initiate the 8.6-generation OLED production line investment in 2023, utilizing traditional FMM evaporation technology and planning to introduce Tandem OLED technology to enhance screen longevity [5]. - BOE followed SDC's lead by announcing its own 8.6-generation OLED production line investment at the end of 2023, also employing FMM evaporation technology and Tandem OLED configuration, with production expected to start in the first half of 2026 [6]. Group 2: Technological Innovations - Visionox is developing its own technology, ViP (Visionox Intelligent Pixelization), which promises higher pixel density and aperture ratio compared to traditional FMM, with plans to complete its 8.6-generation OLED production line by the fourth quarter of 2025 [6]. - TCL CSOT is adopting inkjet printing (IJP) technology for its production line, which theoretically reduces material waste by approximately 30%, with mass production targeted for the fourth quarter of 2027 [6]. Group 3: Market Outlook - TrendForce indicates that the investment plans for both FMM and non-FMM production lines are proliferating, suggesting a future where the IT OLED panel supply chain will see a multitude of competitors [7]. - The FMM camp currently holds advantages such as established customer relationships and production experience, while the non-FMM camp is in its early development stage, facing challenges like lower yield rates and material development needs, but still has potential to catch up due to high market interest [7].