On the eve of the 8.6 generation OLED production line ramping up, who will be the first to enter the IT field?

At present, the global investment in IT OLED panels has entered a situation where a hundred flowers are blooming. Korean panel manufacturer Samsung Display is the market pioneer, and Chinese mainland manufacturers such as BOE, Visionox, and TCL CSOT have also launched 8.6-generation OLED production lines.

Samsung Display

Samsung Display announced the launch of its 8.6-generation line investment plan in 2023. The process used is traditional FMM evaporation, and it plans to introduce Tandem OLED to extend screen life. Mass production is expected to begin in the second quarter of 2026 at the earliest, targeting Apple’s new MacBook Pro.

BOE

BOE, which also adopts the FMM evaporation process and introduces Tandem OLED technology, announced the launch of investment in the 8.6-generation OLED production line at the end of 2023. The total investment in the production line is 63 billion, and the products are mainly positioned at medium-sized AMOLED panels. In December 2025, BOE announced that the G8.6 OLED production line would be lit up five months ahead of schedule. The production line is expected to enter the mass production stage in the second half of 2026.

Visionox

Visionox adopts its own technology ViP released in 2023, which can achieve higher PPI and opening rate than traditional FMM. Visionox's 8.6-generation OLED production line has officially started construction in September 2024, with a total project investment of 55 billion yuan. The production line targets the AMOLED medium and large-size market, covering multi-size application fields such as tablets, laptops, automotive displays, and monitors. In January 2026, Visionox announced that the construction progress had reached 65%, and the target was to start ramping up production in the first quarter of 2027.

TCL Huaxing

TCL Huaxing uses inkjet printing (IJP) technology. The manufacturing process is simpler than traditional FMM and can theoretically reduce material loss by about 30%. In October 2025, TCL Huaxing officially announced the official start of the OLED 8.6 generation line of the T8 project. The total investment in the production line is approximately 29.5 billion yuan. The products mainly cover application fields such as tablets, notebook computers, and monitors. In February 2026, according to media reports, the main construction of TCL Huaxing's 8.6-generation printed OLED production line has been completed by 40%, and the target ramp-up time may fall in the fourth quarter of 2027.

TrendForce said that investment plans for large-scale production lines from the FMM camp and the non-FMM camp are springing up, indicating that the future IT OLED panel supply chain will enter a situation where a hundred schools of thought are contending.

At present, the FMM camp has advantages such as stable customer relationships and more production experience. The non-FMM camp is in the early stage of development. For example, ViP/IJP technology is still facing pressures such as low yield rate and materials that need to be further developed. However, the market is paying close attention to it and there is still a chance to catch up with the FMM camp in the future.

Looking to the future, with three different technical routes and four panel giants, who can occupy the technological commanding heights in the next-generation IT OLED market and lead the industry change? What new outlets will the penetration of OLED panels in medium-sized application fields represented by IT bring?

In this regard, at the OLED sub-forum of the 2026 New Display Industry Seminar held in Shenzhen on April 23, Fan Boyu, senior deputy general manager of research at TrendForce Technology, will give a special speech titled "The 8.6-generation line kicks off: AMOLED's strategic transition and pattern restructuring when it enters the IT field." He will discuss with industry leaders how AMOLED panels will enter the IT field and reshape the market structure on the eve of the ramp-up of the world's four 8.6-generation lines.