Crunch, I did a little research on 10.5 fabs by BO
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Posted On: 07/11/2017 4:26:27 PM
Crunch, I did a little research on 10.5 fabs by BOE and found this old article -
It appears BOE has at least one 10.5G Fab in construction (this article) and is asking China for funding for more in your article. One Fab seems to be able to manufacture 100K units, so quite a bit more will be needed to meet QD LCD Display forecasts. The forecasts show that QD LCD will dominate in a few years, so these builds beg the question, Where will they get the QD?
Projects like this have a hurdle to show that they can acquire a reliable source of uniform, consistent quality quantum dots before they can get approvals. No manufacturer can afford an idle production line waiting for the QD manufacturer to send a new batch. They would lose a lot of money fast.
The QMA PRs announced two R&D and QD Production centers to be built in China. If QMA provides thes Fabs with QD, there will be a second QD reactor as redundancy to assure continuous supply. BOE has been mentioned as a potential client for QMA, but with so many companies building Fabs, I don't see a reason China Star, CEC and others wouldn't also be clients.
BOE to Build 10.5G, 8.5G Production Lines in China
April 22, 2015
BOE announced a plan to build a 10.5G TFT-LCD (Thin Film Transistor Liquid Crystal Display) fab for 40 billion RMB (US$6.45 billion; US$1=6.20 RMB) in Hefei, China, reported China Electronics News on April 21. The 10.5G production line will use 2940mm×3370mm glass substrates to produce 60-inch or larger TV panels, with a design capacity of 90,000 units per month. The facility is slated to break ground in the fourth quarter of 2015, and will begin operation in the third quarter of 2018.
In addition, Taiwan's Economic Daily News reported that BOE has signed an investment agreement with the Fuzhou government in China to build an 8.5G fab for around 30 million RMB (US$4.8 billion). The plant is expected to produce 120,000 pieces of glass substrates monthly.
It appears BOE has at least one 10.5G Fab in construction (this article) and is asking China for funding for more in your article. One Fab seems to be able to manufacture 100K units, so quite a bit more will be needed to meet QD LCD Display forecasts. The forecasts show that QD LCD will dominate in a few years, so these builds beg the question, Where will they get the QD?
Projects like this have a hurdle to show that they can acquire a reliable source of uniform, consistent quality quantum dots before they can get approvals. No manufacturer can afford an idle production line waiting for the QD manufacturer to send a new batch. They would lose a lot of money fast.
The QMA PRs announced two R&D and QD Production centers to be built in China. If QMA provides thes Fabs with QD, there will be a second QD reactor as redundancy to assure continuous supply. BOE has been mentioned as a potential client for QMA, but with so many companies building Fabs, I don't see a reason China Star, CEC and others wouldn't also be clients.
BOE to Build 10.5G, 8.5G Production Lines in China
April 22, 2015
BOE announced a plan to build a 10.5G TFT-LCD (Thin Film Transistor Liquid Crystal Display) fab for 40 billion RMB (US$6.45 billion; US$1=6.20 RMB) in Hefei, China, reported China Electronics News on April 21. The 10.5G production line will use 2940mm×3370mm glass substrates to produce 60-inch or larger TV panels, with a design capacity of 90,000 units per month. The facility is slated to break ground in the fourth quarter of 2015, and will begin operation in the third quarter of 2018.
In addition, Taiwan's Economic Daily News reported that BOE has signed an investment agreement with the Fuzhou government in China to build an 8.5G fab for around 30 million RMB (US$4.8 billion). The plant is expected to produce 120,000 pieces of glass substrates monthly.
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