What They Say
Quoting data from Omdia, The Elec said that a lot of G8 display production (LCD & OLED) lines are being converted from TV panel production to IT and that as a result G10 and G10.5 fabs will account for 31.8% of total TV panels in 2022. Overall, TV panels will take 48.7% of the output of G8 fabs, down from 54.8% in 2021.
Existing Gen 10.5 lines include B9 and B17 run by BOE; T6 and T7 run by CSOT; and a line at Guangzhou run by Sakai SIO, previously Sharp now under Taiwan’s Foxconn.
Gen 8.5 and Gen 8.6 lines will make more panels for monitors: up to 24.4% of the total this year compared to 20.9% in 2021 while notebook panels will account for 7.9%, up slightly from 7.4% last year.
Meanwhile, OLED TV panels will account for 10.6% of the total panels made at Gen 8.5 and Gen 8.6 lines this year, from last year’s 8.4%.
What We Think
I couldn’t find any online confirmation of this data, but it looks reasonable to me. For a very long time, the only G10 fab was the Sakai, Japan, fab of Sharp. (BR)
CSOT’s T6 fab in Guangzhou opening in 2018
