BOE starts to construct its 3rd 6-Gen flexible OLED fab in Chongqing

According to reports from China, last week BOE started to construct its 3rd 6-Gen flexible AMOLED production line in Chongqing’s Liangjiang district (the B12 line). The investment in the new fab will total 46.5 billion Yuan, or about $7.3 billion USD.

The B12 line will have a capacity of 48,000 monthly substrates – which will bring BOE’s total flexible OLED capacity to 144,000 monthly substrates (second only to Samsung).

In October 2017 BOE started to produce flexible OLED displays at its first flexible OLED line, the Chengdu B7 6-Gen fab. In addition to this fab in Chengdu, in October 2016 BOE announced another 6-Gen OLED fab, in Mianyang, with a similar capacity, which is now under construction (production is expected to begin in 2019). BOE is still struggling with low yields at its B7 line, but it is moving aggressively forward with its OLED expansion.

BOE’s original plan was to start mass production in the B12 line in 2020. According to CLSA, BOE will start delay the B12 mass production to 2021.