Progress in OLED and Large-Format LCD Panel Investment
First written in FY2016-Q3. 24 of 31 entries say "Advanced", first in FY2016. Latest entry: 2026-08-10.
The whole theme swung hardest in 2025: 5 of 13 companies on the "Worse" side.
3 other companies' latest entry also says "Advanced".
- 2026-08-10AdvancedEarnings
「For the 8th-generation OLED panel plants, mass production at the plant in China was announced to begin in June 2026, while preparations for the start of mass production at the other plants are also progressing.」
The start of mass production was announced at the 8th-generation OLED panel plant in China, and preparations at the other plants also progressed toward the start of mass production. - FY2026-H1AdvancedAnnual report
「In addition, as processes toward the start of mass production at eighth-generation OLED panel plants progressed, the number of projects anticipating future operations increased.」
For eighth-generation OLED panel plants, processes toward the start of mass production progressed, and the report covered an increase in projects anticipating future operations. - FY2025-H1AdvancedAnnual report
「In addition, a sixth-generation LCD panel plant began operations in China.」
Following progress in the construction and planning of LCD panel plants in China, the report covered the concrete milestone of a sixth-generation LCD panel plant beginning operations. - FY2024-Q2AdvancedAnnual report
「In addition, the eighth-generation OLED panel plants made progress, with construction beginning in China and production equipment being brought in in South Korea.」
For eighth-generation OLED panel plants, the report covered specific progress consisting of construction work in China and the delivery of production equipment in South Korea. - FY2024-Q1AdvancedAnnual report
「In addition, plans were announced in China to build a new eighth-generation OLED panel plant.」
In addition to progress in existing large-scale LCD and OLED investment, plans were newly announced in China to build an eighth-generation OLED panel plant. - FY2023-Q3AdvancedAnnual report
「In addition, construction began on a new sixth-generation LCD panel plant in China, plans were announced in South Korea to build a new 8.6-generation OLED panel plant, and plans were announced in Japan for mass production of OLED panels using a new method.」
In addition to progress in existing large-scale LCD and OLED investment, the report covered the start of construction of a sixth-generation LCD plant in China, plans to build a new 8.6-generation OLED plant in South Korea and plans for mass production of OLED panels using a new method in Japan. - FY2023-Q2AdvancedAnnual report
「In addition, construction began on a new LCD panel plant in China, while in Japan, concrete steps were initiated toward mass production next year of OLED panels using a new method.」
Construction of a new LCD panel plant progressed in China, while in Japan, OLED panels using a new method entered a concrete stage toward mass production the following year. Progress in existing large-scale LCD and OLED investment continued. - FY2023-Q1RestatedAnnual report
「The business environment surrounding our Group was as follows. In the flat-panel display industry, panel manufacturers' mass-production lines continued to undergo production adjustments. As supply and demand for panels improved, LCD panel prices, which had continued to decline since summer 2021, began showing signs of recovery. OLED panel development also remained active for smartphones supporting 5G communications and other features.」
While production adjustments continued on LCD panel manufacturers' mass-production lines, LCD panel prices showed signs of recovery, and OLED panel development remained active. No investment milestones, such as construction of new plants, were reported. - FY2022AdvancedAnnual report
「Meanwhile, new OLED panel plants were built and existing plants expanded, mainly in China, while LCD panel plants were expanded.」
Following investment plans and progress at existing OLED and LCD panel plants, new OLED plants were built and expanded, mainly in China, and LCD plants were expanded. - FY2022-Q3AdvancedAnnual report
「In the flat-panel display industry, capital investment was made in South Korea and China to expand production capacity. In addition, as major mobile-phone manufacturers worldwide developed new models, development of panels for smartphones, including those supporting 5G communications and foldable models, became active.」
Capital investment to expand production capacity was made in South Korea and China, while development of smartphone panels, including those supporting 5G communications and foldable models, also became more active. - FY2022-Q2AdvancedAnnual report
「In the flat-panel display industry, capital investment was made in South Korea and China to expand production capacity. In addition, development of new smartphone models, including those supporting 5G communications and foldable models, was active.」
Investment to expand production capacity was made in South Korea and China, while development of new smartphones, including models supporting 5G communications and foldable models, also became more active. - FY2022-Q1AdvancedAnnual report
「In the flat-panel display industry, demand for OLED photomasks increased substantially year on year as 5G smartphones became more widespread, development of OLED panels for new models became active, and development associated with the start-up of new production lines in China was undertaken.」
In addition to active OLED development for 5G smartphones, development associated with the start-up of new production lines in China was undertaken, and demand for OLED photomasks increased substantially year on year. - FY2021AdvancedAnnual report
「In the flat-panel display industry, OLED panel development for smartphones progressed to meet demand for higher resolution and advanced features such as foldable displays, and OLED panel applications began expanding to notebook computers, tablets, monitors and automotive displays. In addition, mass production of QD-OLED panels began, with further development planned, including expansion of screen sizes. Capital investment in panel plants is also planned, mainly in South Korea and China.」
In addition to the expansion of OLED applications, the report covered the start of QD-OLED mass production and panel plant investment plans in South Korea and China, providing specifics on progress in industry investment and development. - FY2021-Q3RestatedAnnual report
「In the flat-panel display industry, demand for OLED photomasks expanded substantially as OLED panel development became active for new smartphones supporting 5G communications and other features. Meanwhile, LCD panel prices continued to rise, and panel manufacturers continued operating mass-production facilities.」
The report covered more active OLED panel development and panel manufacturers' continued mass-production operations. No specific investment milestones, such as construction of new plants, were indicated. - FY2021-Q2WorsenedAnnual report
「Against this backdrop, panel manufacturers continued operating mass-production facilities, which delayed LCD panel development, particularly for televisions.」
The report covered delays in LCD panel development, particularly for televisions, resulting from panel manufacturers' continued mass-production operations, identifying a factor behind the slowdown in the previous trend of production-line investment and development progress. - FY2021-Q1AdvancedAnnual report
「The start-up of delayed new production lines resumed as travel restrictions on travel to China were eased.」
For China's new production lines, which had stalled through the previous period because of travel restrictions, start-up resumed after the restrictions were eased. - FY2020WorsenedAnnual report
「The spread of COVID-19 had a major impact on the entire supply chain, including delays in starting up new production lines in China due to prolonged travel restrictions from overseas.」
Following the stalled start-ups through the previous quarter, delays in starting up new production lines in China due to prolonged travel restrictions were reported as a full-year industry trend. - FY2020-Q3WorsenedAnnual report
「In China, the start-up of new production lines stalled because continued travel restrictions prevented the delivery of equipment and the entry of overseas engineers.」
Following the lower operating rates and start-up delays reported in the previous quarter, the report covered the inability to deliver equipment or bring in engineers because of travel restrictions, as well as stalled start-up of new production lines. - FY2020-Q2Lower operating rates and delays in start-ups due to the spread of the infectionAnnual report
「In the flat-panel display industry, supply chains stalled because of infection-control measures such as movement restrictions. As a result, panel plant operating rates declined in China and the start-up of new production lines was delayed.」
For the Chinese panel plants and new production lines whose progress had been reported previously, the report covered lower operating rates and start-up delays resulting from infection-control measures. - FY2019AdvancedAnnual report
「In the flat-panel display industry to which our Group belongs, an 11th-generation LCD panel plant began operations in China, expanding production capacity for television LCD panels. In addition, multiple new OLED panel plants began operations, and OLED panel development was active as OLED adoption expanded in smartphones and other products.」
The report covered the start of operations at an 11th-generation LCD panel plant in China, the start of operations at multiple OLED panel plants and broader OLED adoption in smartphones and other products, providing further specifics on existing investment and development progress. - FY2019-Q3AdvancedAnnual report
「BOE's 10.5-generation LCD panel plant under construction in Wuhan, China, held a ceremony to mark the arrival of manufacturing equipment ahead of its planned start of operations in the first half of 2020. New OLED panel plants such as CSOT Wuhan and LG Display Guangzhou began trial production of OLED panels ahead of mass production.」
At BOE Wuhan's 10.5-generation plant, manufacturing equipment was brought in ahead of the start of operations, while the CSOT Wuhan and LG Display Guangzhou OLED plants began trial production ahead of mass production. - FY2019-Q1AdvancedAnnual report
「China-based CSOT began operating its 11th-generation LCD panel plant and also began construction of its second production line. In the OLED market, Chinese panel manufacturers announced capital investment plans for new sixth-generation OLED panel plants.」
CSOT's 11th-generation LCD panel plant began operations, and construction also began on its second production line. In OLED, Chinese panel manufacturers announced capital investment plans for new sixth-generation plants. - FY2018AdvancedAnnual report
「It was reported that Taiwan-based Hon Hai Precision Industry aimed to begin mass production in autumn 2019 at its 10.5-generation LCD panel plant under construction in Guangzhou, China. In the OLED market, Japan's JOLED aimed to begin mass production of the world's first OLED panels using a printing process, while Sharp announced the launch of smartphones using OLED panels, indicating progress in OLED development in Japan as well. In China, Tianma Microelectronics began mass production of flexible OLED panels in Wuhan, while South Korea's LG Display received approval from the Guangzhou government to build an OLED panel plant for televisions.」
The report covered specific progress in LCD and OLED investment, including Hon Hai's target for starting mass production, Tianma Microelectronics' start of mass production of flexible OLED panels and LG Display's construction approval. - FY2018-Q3AdvancedAnnual report
「As production plans for 10.5-generation LCD panel plants progressed, China-based CSOT announced that it would build a second production line in Shenzhen in addition to the line currently under construction. China-based HKC also announced an investment plan at a signing ceremony with the Zhengzhou government. In the OLED market, numerous OLED panel plants are expected to come online going forward, led by Chinese panel manufacturers such as BOE, Tianma and Visionox.」
The report covered CSOT's announcement of a new second production line, HKC's announcement of an investment plan and expectations for numerous OLED plants to come online at Chinese manufacturers. - FY2018-Q2AdvancedAnnual report
「As production plans for 10.5-generation LCD panels progressed, China's BOE began construction of a second plant in Wuhan, while Taiwan's Hon Hai Precision Industry moved to bring forward the start of operations at its 10.5-generation LCD panel plant under construction in Guangzhou, China.」
It was reported that BOE began construction of its second 10.5-generation LCD panel plant in Wuhan, while Hon Hai also moved to bring forward the start of operations at its Guangzhou plant. - FY2018-Q1AdvancedAnnual report
「China's BOE began operating the world's first 10.5-generation LCD panel plant, while China's CSOT and South Korea's LG Display, which also planned to begin operations, progressed as scheduled. In the OLED market, BOE shipped sample sixth-generation OLED products, and Japan's OLED panel maker JOLED shipped the world's first printed OLED panels, signaling changes in an OLED market previously centered on South Korea.」
The disclosure notes the start of operations at BOE's 10.5-generation LCD panel plant and shipments of OLED products by BOE and JOLED. - FY2017-Q3AdvancedAnnual report
「Plans by China's BOE for a 10.5-generation LCD panel plant and by China's CSOT for an 11-generation plant progressed toward mass production. In addition, China's Tianma Microelectronics and BOE successfully lit China's first sixth-generation OLED panels, while interest in OLED increased further as Japanese manufacturers began selling OLED televisions and others emerged aiming to enter the market.」
New progress includes BOE's 10.5-generation and CSOT's 11-generation plant plans advancing toward mass production, and Tianma Microelectronics and BOE successfully lighting China's first sixth-generation OLED panels. - FY2017-Q2AdvancedAnnual report
「China's CSOT began construction of an 11-generation plant, while Taiwan's Hon Hai Precision Industry began construction of a 10.5-generation LCD panel plant in Guangzhou, China. In addition, plans for new OLED panel production lines and plans by OLED-related materials and equipment manufacturers to increase production capacity were announced, attracting growing attention.」
Construction began on Hon Hai's 10.5-generation LCD panel plant, which had remained at the planning stage through the previous quarter, indicating progress in large-size LCD investment. In the OLED sector, plans for new lines and capacity increases by materials and equipment manufacturers were also announced. - FY2017-Q1AdvancedAnnual report
「In the flat-panel display industry to which the Company belongs, China's CSOT began construction of an 11-generation LCD panel plant, while Taiwan's Hon Hai Precision Industry announced plans to build a 10.5-generation LCD panel plant. Attention focused on construction of large-size LCD panel plants as reports emerged that China's HKC planned to build an 11-generation LCD panel plant. In addition, multiple Chinese manufacturers, including BOE, successively announced plans to establish or expand new OLED panel production lines, while Japanese and Chinese television manufacturers entered the OLED television market, further increasing interest in OLED.」
In addition to CSOT's previously reported 11-generation plant construction, the disclosure covers Hon Hai's 10.5-generation plant plans, HKC's 11-generation plant plans, OLED production-line plans by multiple Chinese manufacturers, and the entry of Japanese and Chinese television manufacturers into the OLED market. - FY2016AdvancedAnnual report
「Reports that Apple planned to adopt OLED panels for next-generation smartphones, together with announcements of plans to establish or expand large-scale OLED panel production lines, attracted considerable attention. In addition, following BOE's start of construction of a 10.5-generation LCD panel plant using the world's largest glass substrates, China's CSOT announced plans to build an 11-generation LCD panel plant.」
In addition to the previously reported OLED investment and BOE's 10.5-generation plant, China's CSOT announced plans to build an 11-generation plant. - FY2016-Q3First statedAnnual report
「Reports that Apple planned to adopt OLED panels for smartphones scheduled for launch in 2018, together with announcements of plans to establish or expand large-scale OLED panel production lines, attracted considerable attention. In addition, China's BOE held a groundbreaking ceremony and began construction of a 10.5-generation LCD panel plant using the world's largest glass substrates.」
Industry trends include plans to adopt OLED, establish or expand large-scale production lines, and begin construction of a 10.5-generation LCD plant.