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全球四条8.6代OLED线投产时间预测出炉
WitsView睿智显示· 2025-10-28 07:51
以下文章来源于TrendForce集邦 ,作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构,研究领域横跨存储器、AI服务器、集成电路与半 导体、晶圆代工、显示面板、LED、AR/VR、新能源(含太阳能光伏、储能和电池)、AI机器人及汽车 科技等,提供前瞻性行业研究报告、产业分析 三星显示 三星显示 于2023年宣布启动8.6代线投资计划,使用的制程为传统FMM蒸镀,为延长屏幕寿命, 三星显示 也计划导入Tandem OLED制程。目前已完成设备装机,且Tandem OLED制程获得 Apple(苹果)青睐,预计产品将导入2026年即将发表的新MacBook Pro系列,有望最快在 2026年第二季开始量产。 京东方 紧接在 三星显示 之后,京东方于2023年底也宣布启动8.6代OLED产线投资,同样采取FMM蒸镀 制程以及导入Tandem OLED技术的配置。其设备进厂已自2025年第二季起陆续完成,产线有望 在2026年上半年进行点亮。另外,由于 京东方 已经以六代线供应OLED笔电面板给陆、台系品 牌,也为2026年8.6代产线量产后的客户出 ...
TrendForce:IT OLED面板大世代竞争升温 FMM阵营领跑、FMM-free阵营加速推进
智通财经网· 2025-10-28 06:24
Group 1 - The global IT OLED panel investment landscape is entering a phase of diversification, with both FMM and non-FMM camps planning significant investments in large-generation production lines [1] - The FMM camp benefits from strong customer relationships and production experience, while the non-FMM camp, including technologies like ViP and IJP, faces challenges such as low yield rates and material development [1] - Samsung Display Corporation (SDC) is a market leader, having initiated the 8.6-generation OLED production line investment using traditional FMM deposition processes [2] Group 2 - SDC plans to introduce Tandem OLED processes to enhance screen longevity, with products expected to be integrated into the new MacBook Pro series by 2026 [2] - BOE has also announced its 8.6-generation OLED production line investment, adopting FMM deposition and Tandem OLED technology, with production expected to commence in the first half of 2026 [2] - Visionox is developing its 8.6-generation OLED production line using its proprietary ViP technology, aiming for mass production to start in Q1 2027 [3] Group 3 - TCL CSOT is utilizing inkjet printing (IJP) technology for its 8.6-generation OLED production line, which is expected to reduce material waste by approximately 30% [3] - TCL CSOT's production line is targeted to begin mass production in Q4 2027 following the recent groundbreaking ceremony [3]