▶ ‘Other in 6 months’…BOE, 4th time to invest in flexible OLEDs. (Electronic Times Internet)
(Full text of articles: http://www.etnews.com/20190423000190)
BOE is going to start construction of its fourth 6th generation flexible OLED plant soon. It is planning to invest a total of 46.5 billion yuan (approximately 7.9 trillion won) to have a monthly production capacity of 48,000 sheets. Although the display market is slumping and demand for flexible OLEDs for smartphones is falling short of expectations, it is speeding up aggressive investments and expanding production capacity.
According to Chinese media on the 23rd, BOE is going to start constructing its fourth flexible OLED plant called ‘B15’ that will be invested in Fuzhou. It is heard that it will hold an event soon and make official investments.
As BOE is going to carry out its investments in B15, it has become clear that it will have production capacity of world’s largest 6th generation flexible OLEDs by beating Samsung Display.
▶ ” LCD TV panel price rebound…accelerates large OLED conversion” (The Korea Economic Daily)
(Full text of articles: https://www.hankyung.com/finance/article/2019042322206)
“The price of LCD TV panels increased +0.7% in second half of April compared to first half.” said KB Securities on 23rd.
“The price of LCD TV panels in the second half of April, which was announced by Witzview, has increased +0.7 percent compared to the first half,” said Dong-won Kim researcher. “The prices of 32-inch and 55-inch LCD panels increased +1.3% compared to the first half of April, and prices of 65-inch and 75-inch panels recorded 0.5% and 1.1% respectively, showing good trend of prices.” said a slight decrease in prices of PC panels compared to the previous quarter.
While positive trend of LCD prices is continuing in second quarter, it is predicted that businesses can convert large OLED panels faster. “If Samsung Display’s QD-OLED conversion investment for 8th generation LCD lines starts in earnest in the second quarter, price of 32-inch TV panels will continue to rebound slightly due to psychological impact on reduction of supply.” said Kim. “For 65-inch, 75-inch TV panel prices, production of Chinese panel manufacturers will expand, operation of 8th generation LCD lines of Samsung Display will slow down.”