BOE B16 Gen 8.6 OLED product shipment ceremony (Source: BOE)
BOE’s Chengdu B16 8.6G OLED line is understood to be planning total OLED panel production of 10 million units this year. Mobile OLED panels are expected to account for 60% of the production volume, while OLED panels for IT applications are expected to account for 40%.
B16, an 8.6G OLED line, was built for the production of OLED panels for IT applications. However, it was also designed to support the production of mobile OLED panels and can use both flexible substrates and glass substrates.
Major customers, including Lenovo, Asus, Oppo, and Vivo, attended the product shipment ceremony for the B16 line held on June 17. The first product from the B16 line is a 14-inch OLED panel for Lenovo notebook PCs, and BOE plans to supply the same 14-inch OLED panel to Acer and Asus. Smartphone OLED panels are expected to be supplied exclusively to Oppo in the initial stage.
BOE is expected to initially produce OLED panels for IT applications through the B16 line, while gradually increasing mobile volume by expanding production of smartphone OLED panels.
Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)
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