Samsung Beats BOE With G10.6

Korea’s ET News claims that Samsung Display is to construct a new G10.6 LCD facility, which will begin production in the second half of 2017. The firm intends to stay ahead of Chinese competitors, such as BOE, which is building a G10.5 line that is due to start production in 2018. An announcement is expected in September.

Analyst Comment

Samsung has talked for some years about building a G10 fab, but any investment in LCD capacity would be a difficult investment decision. Samsung and others have reduced the advantage of G10 class plants by developing Multi Mother Glass technology which improves the efficiency of making very large panels on G8 fabs. (BR)