BOE has made significant progress in its OLED strategy, with the 6th generation flexible AMOLED production line in Chengdu officially lighting up and entering mass production in October this year. Construction has also started on the 6th generation flexible AMOLED line in Mianyang. Both lines have a total investment of 46.5 billion yuan and a design capacity of 48,000 units per month. These developments are expected to strengthen BOE's position in the flexible AMOLED market, allowing it to supply high-quality screens to global smartphone and consumer electronics brands.
At the end of last month, BOE announced the establishment of its first 6th generation flexible OLED panel line in Chengdu, marking China's entry into mass production of such panels. This move is seen as a challenge to the Korean dominance in the flexible OLED market. The news caused a surge in BOE's stock price, pushing its market value past 200 billion yuan.
With the release of the iPhone X, more manufacturers across smartphones, tablets, and TVs are shifting from traditional LCDs to OLED panels. According to IHS Market, 36% of smartphones will use flexible OLED screens this year, rising to 53% by 2020. Another report from Ubiresearch shows that AMOLED panel sales grew by 38% in 2016, expected to reach 49% by 2020, with revenue hitting $71.7 billion.
Zhang Yu, vice president of BOE, revealed that the Chengdu 6th generation OLED line, which cost 46.5 billion yuan, will begin mass production in October and achieve full output next year. The monthly capacity will be 48,000 substrates (1850mm x 1500mm). However, due to limited production capacity, the OLED display market remains in short supply, even though major brands like Huawei, OPPO, and Vivo have monthly shipments exceeding one million units.
Although industry analysts predict a rapid growth in OLED demand driven by downstream devices, several Chinese companies, including Huaxing Optoelectronics, Tianma, and Hehui Optoelectronics, have also announced plans for AMOLED lines. Despite this, China's overall strength in OLED technology still lags behind South Korea and Japan.
The panel industry can be divided into three main segments: upstream (core materials, equipment, glass substrates), midstream (panel manufacturing, module assembly), and downstream (terminal manufacturers like phones, wearables, and TVs). BOE and similar firms operate in the midstream. However, key components and materials are still controlled by Japanese and Korean upstream companies.
Samsung and LG are the dominant players in OLED technology. Samsung began developing OLEDs around 2000 and launched flexible OLEDs in 2005, gaining over a decade of experience. It holds a dominant share in small-sized OLED displays, exceeding 90%.
One of the challenges in OLED technology is the differing lifespans of red, green, and blue subpixels. Samsung introduced the PenTIle subpixel arrangement to address this, optimizing screen life and power efficiency. For larger OLED panels, LG Display uses WRGB technology, adding white pixels to improve brightness, contrast, and color accuracy. This approach also allows for better light transmittance and color reproduction.
LG’s WRGB technology uses oxide thin-film transistors (Oxide TFTs) instead of traditional LTPS, enabling cost reductions and improved yields. As a result, large OLED panels can now offer higher resolution and better performance.
Despite these advancements, China's OLED industry still faces significant challenges. While BOE and others are expanding their production capabilities, core technologies remain largely controlled by foreign companies. Analysts believe that while China is growing quickly, it still has a long way to go before catching up with South Korea in the global OLED market.
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