BOE's first batch of customers for its 8.6-generation OLED project revealed! Orders for tens of millions of units.

On November 13th, according to South Korean media, BOE has secured a customer for its 8.6-generation (2290×2620mm) organic light-emitting diode (OLED) panels for IT applications. BOE plans to use this as a foundation to hold a factory lighting ceremony, surpassing its competitor Samsung Display.

According to industry news on the 12th, BOE will produce its first batch of panels at its 8.6-generation OLED panel production line (B16) in Chengdu, supplying them to laptop manufacturer ASUS. These panels will be used in 14-inch laptop OLED displays. Furthermore, OPPO smartphones are also expected to use these panels. Currently, the contract order volume for Chengdu B16 is approximately 10 million units.

Generally, display manufacturers hold a lighting ceremony after all production processes are ready. This signifies that the three most critical production links—manufacturing equipment, light-emitting organic materials, and manufacturing processes—are functioning correctly.

Several industry insiders stated, "BOE plans to announce the lighting of its B16 next month. Although it invests a year later than Samsung Display, its ability to achieve mass production faster demonstrates its considerable competitiveness."

Currently, Samsung Display is building an 8.6-generation OLED panel production line (A2) at its Asan plant in North Chungcheong Province, South Korea. The first production line on A2 has a monthly output of approximately 16,000 panels, all for Apple's next-generation MacBook. The scale of the second production line on A2 in Asan has not yet been determined. Previously, Samsung Display stated that it would begin mass production of 8.6-generation OLED panels for IT applications between the end of the second quarter and the third quarter of next year.

Currently, Chinese display manufacturers Visionox and TCL CSOT are also accelerating their investments in 8.6-generation OLED panels.