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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]