Core Insights - The high-generation OLED capacity is a focal point for leading companies in the global semiconductor display industry, with China's production expected to significantly increase starting next year [1][4] - Major Chinese companies are accelerating their investments in high-generation OLED production lines, which will enhance their market share in the high-end segment [1][4] Group 1: Company Developments - BOE Technology Group announced the investment in an 8.6-generation AMOLED production line, targeting high-end touch OLED displays for laptops and tablets, with mass production expected in the second half of next year [1] - TCL Technology's subsidiary, TCL Huaxing, has commenced construction of its 8.6-generation printed OLED production line with a total investment of approximately 29.5 billion yuan, aiming for mass production by the end of 2027 [2] - Visionox Technology announced plans to invest 55 billion yuan in an 8.6-generation flexible AMOLED production line in Hefei, with a recent move to raise up to 2.937 billion yuan through stock issuance [2] Group 2: Market Trends - Samsung Display is converting a large LCD production line into an 8.6-generation OLED panel production line, with mass production expected to start in Q3 2026 [3] - The total investment in 8.6-generation OLED production lines by major manufacturers, including Samsung, BOE, Visionox, and TCL Huaxing, is nearing 170 billion yuan, indicating a strong commitment to this technology [4] - The global OLED market is projected to expand rapidly as production costs decrease and applications extend from small to medium and large sizes, with Chinese companies expected to surpass a 50% global market share in OLED production [4]

9月26日，在第16届Display Day活动前夕，三星显示CEO表示："公司计划在2026年第二季度或 者第三季度量产第8.6代OLED面板，目前项目进展顺利。" 三星显示 2023年 对外宣布 将改造其液晶显示器（LCD）生产线L8，并建设专用于IT OLED的 A6生产线，计划 投资 金额达224亿元人民币 。 值得一提的是，该产线为全球首条第8.6代OLED 面板产线。 图片来源：三星显示 业内人士预测，三星显示的A6产线将为苹果供应OLED面板。三星显示预计最早将于2026年第二 季度末量产用于MacBook的14英寸和16英寸OLED面板。报道称，为实现这一目标，三星显示 计 划于今年晚些时候在A6生产线进行试生产。 全球第8.6代OLED线加速 据了解，第8.6代OLED面板产线采用 2290x2620 mm规格的玻璃基板，适用于平板电脑、笔记 本电脑和显示器等IT产品面板的生产，兼具生产力和盈利能力。 除了韩国的三星显示，包括京东方、维信诺和TCL华星在内的中国显示面板企业也在推进8.6代 OLED产线进程： 京东方 成都第8.6代AMOLED生产线项目于2024年3月开工，在今年5月实现全 ...