What They Say
Korean sources said that AG-Ray of China has started a project to make OLED materials in Meishan, Sichuan province. The facility will make 30 tonnes of OLED materials and 200 tonnes of other functional materials, meeting around 25% of local demand. At the moment, local suppliers provide just 5% according to the report.
What We Think
Digging around, we also found Guangzhou China Ray Optoelectronic Materials Co.,Ltd, a subsidiary of TCL, which is trying to develop the local OLED material supply chain. (BR)