Recently, OLED become the main stream on display technology, panel
manufacturer in China also feel the developing trends, planning to
challenge the OLED soft board to fight against factory in Korea.
According to reports by ET news.com, Tianma, GVO had already
ordered to purchase equipment ready for OLED soft board production line.
Besides, it seems that the investment of CSOT and BOE generation 8th
LCD factory will be delayed and the resources will be devoted to the
exploitation of OLED soft board instead.
Tianma generation 6th LTPS LCD panel factory had been
planned to expand, the report said, however, Tianma intend to change
some production line to produce AMOLED soft board and estimate to put
into production in second half year of 2017
As the soft board equipment is expensive and the technology is
much more difficult, whether the real output yield is stable and the
Chinese manufacturer can bear or not is a question.
According to the market research firm IHS, Samsung Panel
department SDI OLED market rate is up to 97.7% in the first quarter, the
second is LG and the third is AU, which account for only 0.9% and 0.9%
respectively.
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