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Universal Display Corp. Message Board

  • panl2b2 panl2b2 Jan 24, 2013 10:35 AM Flag

    BOE struggles with low AMOLED yields, looks for help from Taiwan

    Source = Oled-Info
    AUO BOE Innolux OLED production
    There are reports that BOE, who's facing serious AMOLED production issues (especially on large OLED TV panels) with very low yields has reached out to Taiwanese company for help. BOE is seeking to collaborate on AMOLED R&D, and if the reports are true they probably contacted either AU Optronics or Innolux or both.

    According to reprots, BOE started construction of their 5.5-Gen AMOLED fab in Ordos (Inner Mongolia) which will produce 54K substrates a month. According to some earlier reports, the fab cost is estimated at $3.44 billion. BOE's plan is apparently to first start with LTPS LCD and only in 2014 start producing AMOLED panels as well. BOE is also developing OLED ink-jet printing processes.

    AUO's OLED program is more advanced and plans to start making 4.65" 720p OLED panels in Q1 2013. There are some conflicting reports regarding the current status of AUO's AMOLED production efforts. AUO is also working on larger panels, and produced Sony's 56" 4K OLED TV prototype unveiled at CES 2013.

    Sony OLED TV prototype, produced by AUO

    Innolux meanwhile is working on small and medium OLED panels. They have plans to start very low-volume production soon.

    Sentiment: Strong Buy

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