Last Friday, South Korean media reported that Samsung Electronics‘ panel maker Samsung Display is preparing to build an 8.5-generation OLED panel production line, targeting Apple’s iPad and PC. It is planned to be put into production in 2024.
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Judging from the latest reports from the source, Samsung Display’s first 8.5-generation OLED panel production line may not be completely new but transformed from a discontinued LCD panel production line.
South Korean media said in the report that the equipment of Samsung’s first 8.5-generation OLED panel production line may be installed in the suspended L8-1-2 production line, which was used to produce LCD panels until last year.
The Korean media also mentioned in the report that the final investment plan for the OLED panel production line that Samsung is preparing to build will be finalized within this year, and the required equipment is expected to start booking next year.
From Korean media reports, Samsung Display’s 8.5-generation OLED panel production line has a planned monthly production capacity of 15,000 substrates, but if Apple decides to switch to OLED panels for iPads and Macs, Samsung Display will add another 15,000 substrates. production capacity.
Moreover, the Korean media also mentioned in the report that in addition to Samsung Display, another major panel manufacturer in South Korea, LG Display, is also cooperating with other companies to develop equipment for the 8.5-generation OLED panel production line, which means that they are also planning for the 8.5-generation OLED panel. The panel production line and the two companies may compete over orders from Apple.
