FYI, We keep hearing projections of 100MM QD disp
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Posted On: 08/24/2017 8:03:28 PM
FYI, We keep hearing projections of 100MM QD displays by 2020-21 but OEMs do not have the capacity in their Fabs right now. I only found bits and pieces and mostly outdated numbers in the links below. BOE announced another new 10.5 Fab last week - I posted about it. An interesting fact is that the number of Fabs is limited to how many Litho Tools Nikon can make(the equipment that goes in the factory). It is limited to one per month. Canon may gear up to handle some of the new demand.
Gen 10.5 can cost $7B and produce 1.5M large panels. That is a lot of investment, but if hypothetically each panel is $1000, then sales for that factory are $1.5B/year.
Dec 2015 IHS research: China to have 28 flat panel display fabs in 2018
http://blog.ihs.com/china-to-have-28-flat-pan...oversupply
(Note: nice tables showing locations of new fabs and who is building them)
Dec 2015 BOE Partners With Corning to Build the World’s Largest Gen-10.5 LCD Panel Fab in Hefei, TrendForce Reports
http://press.trendforce.com/press/20151203-2205.html
Dec 2017 Orbotech's Solutions Selected by BOE for World's First Gen 10.5 FPD Fab http://www.prnewswire.com/news-releases/orbot...30586.html
(Note: in the About BOE section: At present, BOE has 7 production lines in operation, including a Gen 5 TFT-LCD line and a Gen 8.5 TFT-LCD line in Beijing, a Gen 4.5 TFT-LCD line in Chengdu, a Gen 6 TFT-LCD line and a Gen 8.5 TFT-LCD line in Hefei, a Gen 5.5 AMOLED line in Ordos, and a Gen 8.5 TFT-LCD line in Chongqing. There is another Gen 6 AMOLED line in Chengdu, a Gen 8.5 TFT-LCD line under construction in Fuzhou and the world's highest generation line Hefei Gen 10.5 TFT-LCD line under construction.
BOE has manufacturing bases located in Beijing, Chongqing, Chengdu of Sichuan Province, Hefei of Anhui Province, Ordos of Inner Mongolia Autonomous Region, Gu'an of Hebei Province, Suzhou of Jiangsu Province and Xiamen of Fujian Province. )
Jan 2017 10.5G Fab Capacity/Ramp Limited by Nikon's Lens Capacity
http://www.displaysupplychain.com/blog/105g-f...s-capacity
(Note: BOE has 13 Litho Tools reserved thru 2018 so their Fabs can be built)
Aug 1 2017 Foxconn Display Fab Announcement Surprising for Its Lack of Details http://consumerelectronicsdaily.com/featured
(Note: US labor costs vs China would seem to make this unfeasible.)
Gen 10.5 can cost $7B and produce 1.5M large panels. That is a lot of investment, but if hypothetically each panel is $1000, then sales for that factory are $1.5B/year.
Dec 2015 IHS research: China to have 28 flat panel display fabs in 2018
http://blog.ihs.com/china-to-have-28-flat-pan...oversupply
(Note: nice tables showing locations of new fabs and who is building them)
Dec 2015 BOE Partners With Corning to Build the World’s Largest Gen-10.5 LCD Panel Fab in Hefei, TrendForce Reports
http://press.trendforce.com/press/20151203-2205.html
Dec 2017 Orbotech's Solutions Selected by BOE for World's First Gen 10.5 FPD Fab http://www.prnewswire.com/news-releases/orbot...30586.html
(Note: in the About BOE section: At present, BOE has 7 production lines in operation, including a Gen 5 TFT-LCD line and a Gen 8.5 TFT-LCD line in Beijing, a Gen 4.5 TFT-LCD line in Chengdu, a Gen 6 TFT-LCD line and a Gen 8.5 TFT-LCD line in Hefei, a Gen 5.5 AMOLED line in Ordos, and a Gen 8.5 TFT-LCD line in Chongqing. There is another Gen 6 AMOLED line in Chengdu, a Gen 8.5 TFT-LCD line under construction in Fuzhou and the world's highest generation line Hefei Gen 10.5 TFT-LCD line under construction.
BOE has manufacturing bases located in Beijing, Chongqing, Chengdu of Sichuan Province, Hefei of Anhui Province, Ordos of Inner Mongolia Autonomous Region, Gu'an of Hebei Province, Suzhou of Jiangsu Province and Xiamen of Fujian Province. )
Jan 2017 10.5G Fab Capacity/Ramp Limited by Nikon's Lens Capacity
http://www.displaysupplychain.com/blog/105g-f...s-capacity
(Note: BOE has 13 Litho Tools reserved thru 2018 so their Fabs can be built)
Aug 1 2017 Foxconn Display Fab Announcement Surprising for Its Lack of Details http://consumerelectronicsdaily.com/featured
(Note: US labor costs vs China would seem to make this unfeasible.)
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