According to reports, Samsung Display has advanced its production plan for the 8.6th generation IT OLED to 2025
Recently, Samsung Display announced during its third quarter earnings conference call that "the main equipment for the 8.6th generation OLED production line has been completed. The IT oriented 8.6th generation OLED is currently proceeding as planned, with the goal of achieving mass production by 2026. The expansion timeline and scale will be reassessed based on the stable technology of the 8.6th generation IT line and market customer demand
According to the latest media reports, sources have revealed that Samsung Display has formulated plans to advance the production schedule of the 8.6th generation IT OLED from early 2026 to as early as the end of 2025. Before supplying Apple IT devices, Samsung Display will first supply the 8.6th generation OLED panels to Samsung Electronics. Industry analysis suggests that as this is Samsung Display's first mass production of 8.6th generation OLED panels, the company hopes to have more time to improve product stability.
It is reported that the glass substrate size of the 8.6th generation OLED is 2250mm × 2600mm. Compared with the 6th generation OLED, the 8.6th generation substrate size has more than doubled and the production efficiency is higher. Taking a 14 inch laptop panel as an example, the 6th generation substrate can produce about 32 panels, while the 8.6th generation substrate can produce up to 88 panels. Samsung Display's investment in the 8.6th generation production line is mainly to meet the panel needs of IT devices such as Apple iPad and MacBook. However, as OLED technology gradually replaces LCD panels in the IT field, the 8.6th generation OLED can also meet the needs of other customers such as Samsung Electronics.