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8.6代OLED蒸镀机
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传韩国设备企业获京东方B16项目全部蒸镀机订单
WitsView睿智显示· 2026-01-30 05:35
Core Viewpoint - Sunic System has successfully secured all four orders for evaporation machines needed for BOE's 8.6-generation OLED panel production line (B16), indicating a strong partnership and potential revenue growth for Sunic System from this collaboration [1][2]. Group 1: Partnership and Production Capacity - By the end of 2025, BOE will have installed two Sunic System evaporation machines, establishing a production line with a monthly capacity of approximately 15,000 substrates [2]. - BOE plans to receive two additional evaporation machines in late 2026 and the first half of 2027, which will increase the monthly capacity to about 30,000 substrates, completing the investment in the B16 factory [2]. Group 2: Market Influence and Financial Implications - BOE's choice of Sunic System as a supplier was influenced by LG Display's financial struggles, which led to LGD abandoning its investment plans for the 8.6-generation line [2]. - Sunic System is expected to generate nearly 1 trillion KRW (approximately 4.872 billion RMB) in sales revenue from BOE, with the price of a single 8.6-generation OLED evaporation machine estimated between 200 billion to 300 billion KRW (approximately 974 million to 1.461 billion RMB) [2][3]. - Following this collaboration, Sunic System plans to market its equipment to other Chinese display manufacturers, such as TCL Huaxing [3].