According to Korean media "Chosun Ilbo" news, Samsung Display has begun to order equipment for its IT 8.6 generation OLED production line, in addition, BOE, Visionox and other Chinese panel manufacturers are also considering investing in more than 8 generation OLED production lines.
BOE is waiting for local government approval to build an IT OLED production line at the Sichuan B16 plant, the report said. Visionox is also planning to invest in the 8th generation OLED production line using its own "Visionox Intelligent Pixelation (ViP)" process.
ViP technology has the characteristics of no FMM, independent pixels and high precision, and achieves more precise AMOLED pixels through semiconductor lithography process to improve product performance. According to Visionox's estimated data, the technology can increase the effective luminous area (opening rate) of AMOLED from the traditional 29% to 69%, and can also increase the pixel density to more than 1700ppi. In addition, combined with laminated device technology, FMM AMOLED can achieve 6 times the device life or 4 times the brightness.
"Chinese companies have started bidding for equipment," said a display equipment industry source, the report said.
According to the report, the investment of panel factories in 8-generation OLED is a positive factor for equipment manufacturers. In recent years, the display equipment industry suffered from a shortage of orders due to the lack of large-scale investment.
Although Samsung Display has placed orders for the device this year, it will not be reflected in sales until next year, so device makers need more time to improve their performance.
According to the latest data from market research institute DSCC, overall equipment capital expenditure will be revised down by 3% to $62 billion in 2020-2026. In 2023, due to weak demand and the economic downturn in the environment, display equipment capital expenditure is only 3.5 billion US dollars, which is one of the worst years, but by 2024, thanks to Samsung Display and other investments, is forecast to grow 132% year on year, of which OLED spending is expected to grow 143% year on year to reach 5 billion US dollars. Overall equipment capex is forecast to decline 36% year over year in 2025.
Gestant Display Technology Co.,Ltd. could provide a series of LCD and OLED products, such as AMOLED Screen, PMOLED Screen, Round Display Screen, Flexible Display Screen, TFT LCD, Mono-LCD and Bar Display Screen. Customize PCBA/LCD/OLED/FPC/Backlight/Coverlens/TP solutions.
Gestant Display Technology Co.,LTD was founded in 2012 in Shenzhen China. Even, the founder of the company, has more than 15 years of rich experience in LCD display industry. He has been engaging in the basic research of LCD display technology in Japan since his graduate school and has been working in the flat panel display industry after graduation.
Proficient in the manufacturing process and technology development of LCD / OLED / polarizer, Even was also one of the members of China liquid crystal Association who has a senior industry background and supply chain resources. In the past three years, he assisted his shareholders in building factories, purchasing equipment，establishing production lines, and successfully obtaining ISO9001 and ISO14001 system certificates.
He has established good business relations with major panel manufacturers in China (BOE /Tianma / IVO /EDO / Visionox), and the glass supply is stable and sufficient.
Gestant Display's products are widely used in Smart wear，Smart home，Outdoor photography，IP phones, Medical care, Industrial control equipment, Automotive and Vehicle displays, Instrumentation, and other Information terminal applications which could offer long-term after-sale services(such as 2 years quality warranty, long-term supply) .