Core Viewpoint - The global IT OLED panel market is entering a phase of diverse investment plans, with major players like Samsung Display, BOE, Visionox, and TCL Huaxing launching their 8.6-generation OLED production lines, indicating a competitive landscape ahead [2][5][6][7][9]. Group 1: Samsung Display - Samsung Display initiated its 8.6-generation line investment in 2023, utilizing traditional FMM evaporation technology and planning to incorporate Tandem OLED processes to enhance screen longevity. The equipment installation is complete, and products are expected to be introduced in the new MacBook Pro series by Apple in 2026, with mass production anticipated in Q2 2026 [5]. Group 2: BOE - Following Samsung, BOE announced its 8.6-generation OLED line investment by the end of 2023, also employing FMM evaporation technology and Tandem OLED configurations. Equipment installation is set to be completed gradually starting from Q2 2025, with production expected to commence in the first half of 2026 [6]. Group 3: Visionox - Visionox is entering the FMM-free camp with its self-developed ViP (Visionox Intelligent Pixelization) technology, which promises higher pixel density and aperture ratio compared to traditional FMM. The company plans to establish its 8.6-generation OLED line by Q2 2024, aiming for completion of the facility by Q4 2025 and volume production to start in Q1 2027 [7]. Group 4: TCL Huaxing - TCL Huaxing is adopting inkjet printing (IJP) technology, which simplifies the process compared to traditional FMM and theoretically reduces material waste by about 30%. Following the groundbreaking ceremony for its 8.6-generation OLED line, TCL Huaxing targets volume production by Q4 2027 [9]. Group 5: Market Dynamics - The investment plans for both FMM and non-FMM generation lines are proliferating, indicating a competitive environment in the IT OLED panel supply chain. The FMM camp benefits from established customer relationships and production experience, while the non-FMM camp, despite facing challenges like lower yield rates and material development, has the potential to catch up due to high market interest [9].

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]