It is rumored that LG Display (LGD) will conduct the trial operation of the Gumi 6-generation flexible OLED production line as soon as possible in January 2017. Originally, this production line planned to produce automotive display panels, but it is more likely to be used in the future to produce smart phones for Apple and mainlanders.
According to the Korean media ET News, industry news pointed out that the LGD Gumi 6-generation flexible OLED panel production line (E5) is currently preparing for testing. The test project includes individual machines and the entire production line. The fastest time will be In mid-January 2017, the slowest will be done before the end of February.
LGD already has 4 generations of flexible OLED production line (E2), which is used in smart watches, car displays and some smart phone panels. The monthly capacity at the end of 2016 is about 22,000 pieces.
The Gumi E5 production line is the first 6-generation flexible OLED production line set up by LGD, and is ready to enter the small and medium-sized OLED panel market. If LGD completes the trial production in the near future according to the original schedule, the official production time of E5 should be the first half of 2017.
LGD has invested twice in the E5 production line in July 2015 and April 2016, with a total amount of about 1.5 trillion won (about $1.25 billion). The equipment moving ceremony was held in July 2016.
The industry expects that the initial monthly production capacity of the E5 production line should be around 8,000. After the production line is stable, the second stage will increase by 8,000 pieces. The total production capacity will be about 16,000 pieces by the end of 2017. After E5 is put into production, LGD can diversify the development of small and medium-sized panel business, expand the proportion of flexible OLED production, and strengthen the high-end smartphone panel market.
In addition, the E5 line may also affect LGD's plans to sell OLED panels to Apple. After Samsung Display became the first supplier of Apple OLEDs, LGD became the next popular candidate, but LGD chose the machine made by Sunic System in Korea when purchasing E5 OLED evaporation equipment. The possibility of change.
It is understood that LGD strives to make E5 also produce panels that meet the needs of Apple, and strive to improve the technical level to make up for the inadequacies of unused Canon Tokki evaporation equipment. The earliest LGD plans to make the E5 line produce flexible OLED panels for smartphones and automotive displays.
According to industry insiders, LGD's original 4th generation line is not using the latest technology, and the panel size is also small. It is difficult to immediately improve it to meet the requirements of Apple's requirements; the panel performance and quality of the E5 production line will be tested. The possibility of signing a contract between LGD and Apple. The target customers of the future E5 production line are the mainland smartphone operators.
Han Xiangfan, vice president of LGD, said that Apple is the main customer of LGD's development of smart phone panel business. The company is fully preparing OLED technology to meet the needs of iPhone panels. Previously, LGD has not actively operated the mainland market, but will continue to actively fight for mainland smartphones. The industry becomes a customer. In 2017, we will aim to improve the medium and small size flexible OLED technology.
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