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总投资550亿,合肥国显第8.6代AMOLED项目更新进度
WitsView睿智显示· 2025-06-19 09:50
Core Viewpoint - The article highlights the advancements in the 8.6 generation AMOLED production lines in China, particularly focusing on the projects by Hefei Guoxian, Samsung Display, and BOE, which are set to meet the growing demand for OLED technology in various applications, including laptops and tablets. Group 1: Hefei Guoxian Project - The Hefei Guoxian 8.6 generation AMOLED project has a total investment of 55 billion yuan and a construction area of approximately 800,000 square meters, with a designed capacity of 32,000 glass substrates per month [2] - The project is notable for being the world's first 8.6 generation AMOLED production line to adopt the FMM-free technology (ViP technology), targeting medium-sized applications such as displays for tablets and vehicles [2] - The project is expected to commence construction in September 2024, with the main structure already entering the final construction phase [1] Group 2: Samsung Display Project - Samsung Display's A6 factory in Asan, South Korea, is set to begin trial operations of its 8.6 generation OLED production line by the end of this year, with full-scale production planned for the second quarter of 2026 [2][3] - The A6 line, which is a modification of the existing L8 line, has a total investment of 4.1 trillion Korean won (approximately 21.279 billion yuan) and aims to produce 10 million laptop panels annually [3] - The timing of the A6 line's mass production aligns with Apple's anticipated release of OLED MacBook Pro and iPad models in the second half of 2026 [3] Group 3: BOE Project - BOE's first domestic 8.6 generation AMOLED production line has commenced equipment installation four months ahead of schedule, with a total investment of 63 billion yuan and a designed capacity of 32,000 glass substrates per month [4] - The production line is focused on medium-sized AMOLED panels for mid-to-high-end laptops and tablets, with capabilities to produce flexible OLED smartphone panels [4] - The project broke ground on March 27, 2024, and achieved full structural completion by September 26, 2024, with mass production expected by the end of 2026 and full capacity by 2029 [4]