UPDATED. 2024-03-29 18:03 (금)
Tianma and CSOT likely place equipment orders within year
Tianma and CSOT likely place equipment orders within year
  • Gijong Lee
  • 승인 2022.10.20 15:33
  • 댓글 0
이 기사를 공유합니다

Xi Jinping’s third term to resolve uncertainty

Chinese display panel makers Tianma and CSOT are expected to resume spending and order equipment within the year, sources from South Korean equipment makers told TheElec.

This is thanks to Chinese President Xi Jinping’s being expected to secure a third term during the National Congress that will last until October 22, which will resolve the political uncertainty that clouded Chinese display panel makers, they said.

Tianma is likely to place orders for the second phase of its TM18 line as well as TM19 line within the year. CSOT is also expected to place orders for the second phase of its T9 line. Spending on these lines was already planned before.

Tianma’s TM18 is at Xiamen and is a Gen 6 flexible OLED line; phase one went into operation during the first quarter. The Chinese company is planning to spend US$6.8 billion for a maximum capacity of 48,000 substrates per month.

Meanwhile, TM19 is a Gen 8.6 liquid crystal display (LCD) line with US$5.2 billion earmarked for a capacity of 120,000 substrates per month. The line will manufacture panels for automobiles and IT products. Production is expected to start in late 2024.

CSOT’s T9 is also a Gen 8.6 LCD line located in Guangzhou. A total of US$5.4 billion will be spent for a capacity of 180,000 substrates per month.

The most uncertain timeline among Chinese panel makers is BOE’s Gen 8.7 OLED line, B16.

This is because the company will likely start spending in a similar timeline around Samsung Display and LG Display.

All three are suppliers to Apple and are likely to execute additional spending on their existing Gen 6 OLED lines first.


댓글삭제
삭제한 댓글은 다시 복구할 수 없습니다.
그래도 삭제하시겠습니까?
댓글 0
댓글쓰기
계정을 선택하시면 로그인·계정인증을 통해
댓글을 남기실 수 있습니다.

  • 515, Nonhyeon-ro, Gangnam-gu, Seoul, Republic of Korea 4F, Ahsung Bldg.
  • 대표전화 : 82-2-2658-4707
  • 팩스 : 82-2-2659-4707
  • 청소년보호책임자 : Stan LEE
  • 법인명 : The Elec Inc.
  • 제호 : THE ELEC, Korea Electronics Industry Media
  • 등록번호 : 서울, 아05435
  • 등록일 : 2018-10-15
  • 발행일 : 2018-10-15
  • 발행인 : JY HAN
  • 편집인 : JY HAN
  • THE ELEC, Korea Electronics Industry Media Prohibiting unauthorized duplication,publishing,modification and distribution the material on this Site for any purpose.
  • Copyright © 2024 THE ELEC, Korea Electronics Industry Media. All rights reserved. mail to powerusr@thelec.kr
ND소프트