On May 22nd, China Star Optoelectronics (CSOT, a subsidiary of TCL) announced plans to build an 11th generation LCD+OLED TV manufacturing facility in Shenzhen. Huaxing Optoelectronic's second 11th-generation line project aims to invest in the construction of a 11th-generation ultra-high-definition new display device production line that processes approximately 90,000 pieces of 3370mm x 2940mm glass substrates in Guangming New District, Shenzhen. It mainly produces and sells 65-inch and 70-inch products. , 75-inch 8K ultra-high-definition display and 65-inch OLED, 75-inch OLED display, the total investment of about 42.683 billion yuan. This project was jointly invested by TCL Corporation, China Star Optoelectronics and Shenzhen Major Industrial Development Fund. It plans to officially mass production in March 2021.
According to the latest news, the new plant will use oxide TFT backplanes, and the OLED business will also use 11th generation substrates (which may be cut into actual OLED front-side depositions). In the monthly production capacity of 90,000 substrates, the OLED production line will use 20,000 pieces. The factory will begin mass production in 2021.
According to sources, Huaxing Optoelectronics is making progress in inkjet projects and is cooperating with Kateeva, Sumitomo Chemical, Merck, DuPont and Tianma, as well as research teams from Chinese universities. It is not yet clear whether these groups have joined Guangdong Juhua Display Technology Co., Ltd., which was established in 2016 by China Star Optoelectronics and Tianma.
Huaxing Optoelectronics believes that the inkjet printing technology of OLED TVs will be available in the next 3-5 years, which means that it can be used for the new 11-generation factory, but the factory may initially use the evaporation process.
In the announcement, TCL emphasized that the second 11th-generation line project also planned for the production of some OLED-printed products in order to achieve a breakthrough in domestic large-size OLED products and guide the trend of new technology trends in the industry.
At present, the OLED panel production capacity is mainly controlled by Korean panel makers, and Samsung OLEDs are represented by medium and small size OLEDs. They mainly produce RGB OLEDs by means of high-temperature evaporation. Currently, the process technology is relatively mature and the yield rate is relatively high. Domestic panel makers have followed suit. For large-size OLEDs, W-OLEDs, which are produced by LGD by high-temperature evaporation, are currently more expensive to produce than LCD TV panels. The market acceptance is low. In 2017, OLED TV panels shipped 1.7 million units in TV panels. Market share is less than 1%. The scientific community seeks to break through the bottleneck of mass production of large-size OLEDs in other ways, and the printed display is a kind of high hope.
Printing displays are made of organic, inorganic, and nano-materials that can be processed in solution, using printing or coating technology instead of traditional semiconductor technology/vacuum technology to make displays. Compared with evaporated OLEDs, printed OLEDs have the characteristics of lightness, thinness, flexibility, large area, low cost, and green manufacturing. It is a revolution in industrial technology and a future direction for the development of new display industries. South Korea's Samsung, Japan's JOLED, and China's Huaxing Optoelectronics are all actively developing R&D of printed displays, but Huaxing Optoelectronics is the first company in the world to invest in printing OLED panel production lines.
Industry experts expect that the printing and display will reach mass production conditions in 2020. To be printed, it shows that key technologies are mature and industrialization is applied, which will significantly reduce the production cost of large-screen OLEDs and promote the rapid development of the large-size OLED panel market.