9月24日，据韩媒The elec报道，韩国显示设备企业Sunic Systems计划 在韩国平泽 新建8.6代设备工 厂，投资额达19 0 亿韩元 （ 约合人民币9690万元 ）。 Sunic System于9月24日 宣布，公司 决定在平泽建设新工厂，主要目的是扩大8.6 代 设备产 能，本次扩产 是 公司 基于近期市场趋势，为潜在需求 所做的 提前准备 。 此次新工厂投资金额 为 190亿韩元 ，相当于Sunic System自有资本的 40.93% 。 新工厂将位于京畿道平泽BrainCity普通产业园区，项目名称为"平泽BrainCity Sunic System新 建工厂工程"，项目 投资周期为2025年10月25日至2026年6月24日。 据悉， Sunic System早在2023年7月5日已从平泽城市公社购入工厂用地，面积22,628平方米， 价格约236.15亿韩元，并将在2027年6月13日前分7次支付完成。 Sunic System表示，未来OLEDoS蒸镀设备及钙钛矿相关设备需求有望增长，此次工厂投资可视 为整体产能扩张。目前，公司正 在 就OLEDoS蒸镀设备供应与客户进行洽谈 。 ...

Core Viewpoint - Visionox plans to order vapor deposition equipment from Canon Tokki for its 6th generation OLED V2 line expansion, aiming to double its monthly production capacity from 15K to 30K units [1][2]. Group 1: Production Capacity and Equipment - The current monthly production capacity of the existing V2 line is 15K units, and Visionox intends to expand this to 30K units [2]. - The V2 line has been using Canon Tokki's vapor deposition equipment, and it is likely that the same equipment will be used for the expansion to avoid process discrepancies [2]. - Visionox's production lines include the 5.5 generation V1 line (15K/month), the 6th generation V2 line (15K/month), and the 3rd generation V3 line (30K/month) [2]. Group 2: Market Dynamics and Technology - The operating rate of China's 6th generation OLED production lines is currently high, recovering from previous low rates due to over-investment [3]. - The decline in OLED product prices has led to increased utilization rates, as smartphone manufacturers have shifted to low-cost OLEDs, making it difficult to revert to LCDs due to consumer preferences [3]. - Visionox's V5 line is expected to use ViP vapor deposition equipment from Applied Materials' subsidiary AKT, as the 6th generation ViP pilot line has already utilized AKT's equipment [3]. Group 3: Technology Implementation - In the V5 line, one-quarter of the 8K monthly production will prioritize ViP technology, while the remaining three-quarters may use FMM technology, although specific investment execution details and timelines remain unclear [5].