Core Viewpoint - The investment in 8.6-generation OLED production lines is accelerating, indicating a significant development phase for OLED technology in the medium-sized application market [1][2][3]. Group 1: Industry Dynamics - The construction of 8.6-generation OLED production lines is being driven by the growing demand in the IT market, particularly for tablets, laptops, and monitors, as well as the efficiency of glass substrate cutting [3][4]. - Major panel manufacturers are actively participating in the construction of 8.6-generation OLED production lines, with a notable increase in orders for OLED equipment manufacturers [4][5]. Group 2: Equipment Procurement - Panel manufacturers are accelerating the procurement of OLED equipment, with companies like BOE and Visionox leading in the purchase of key equipment such as evaporation, exposure, and lamination machines [5][9]. - Recent contracts include BOE's procurement of automatic laminating machines and evaporation source equipment, with significant contract values indicating robust demand [9][10]. Group 3: Production Line Progress - Four major 8.6-generation OLED production lines are under construction by Samsung Display, Visionox, BOE, and TCL Huaxing, each with different investment amounts and target applications [14][15]. - Samsung Display's A6 line is expected to be the first to achieve mass production, with a projected start date in Q2 2026 [22]. - BOE's B16 line is also on track for production in early 2026, while Visionox and TCL Huaxing plan to ramp up production in 2027 [22]. Group 4: Future Outlook - The OLED display industry is transitioning towards higher generation technology, with continued investment in production equipment expected to rise as the 8.6-generation lines progress towards mass production [23].

Group 1: BOE Developments - BOE is considering introducing the first evaporation equipment for its IT 8th generation OLED production line phase II in Q4 2026 [3] - The first evaporation equipment for phase I has already been installed, with a total planned monthly production capacity of 32,000 sheets for phase II [3][5] - The first production line has successfully produced OLED samples, which passed reliability tests, indicating good performance [5][6] Group 2: Deep Tianma Developments - Deep Tianma has awarded a contract to HB Technology for optical inspection equipment for its 6th generation flexible AMOLED production line (TM18) [7] - The total investment for the TM18 production line is approximately 48 billion yuan, targeting markets such as smartphones and automotive displays [7] - The equipment includes two EL mask AOI devices and one TFE mask AOI device, with a total estimated value of 4 to 5 billion Korean won [8][9]