YAS, a Korean deposition equipment maker, has secured a contract to supply deposition equipment, linear evaporation sources, and point evaporation sources for the first-phase project of TCL CSOT’s Gen 8.6 printing OLED production line. TCL CSOT’s Gen 8.6 OLED line consists of inkjet printing equipment for forming RGB emission layers, as well as deposition equipment for forming organic layers, electrodes, and other key layers.
What stands out in this line configuration is the relatively high participation of Korean equipment makers compared with other Gen 8.6 OLED lines in China. Sputtering equipment has been awarded to ULVAC Korea and AVACO, while dry etching equipment has been awarded to ICD. Other Korean companies, including TSE and SYNUS, are also understood to have secured equipment orders from TCL CSOT. With YAS now adding deposition equipment and evaporation sources to the list, Korean equipment suppliers have established a strong presence across key front-end processes, including deposition, sputtering, and etching.
TCL 8.6G line supplier
Equipment suppliers for TCL CSOT’s 8.6G OLED line (Source: Chinabidding)
Although Chinese panel makers are expanding their Gen 8.6 investments to enter the IT OLED market, Korean equipment makers appear to continue playing an important role in core process equipment based on their technological competitiveness.
As TCL CSOT’s current investment corresponds to the first phase of the project, the possibility of additional orders for YAS and other Korean equipment makers is viewed positively if the project proceeds to a second phase. Industry observers expect that, once TCL CSOT’s follow-up investment and China’s IT OLED capacity expansion begin in earnest, the scale of related equipment orders will increase further, creating more opportunities for Korean equipment suppliers.
Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)
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