The LG Display plant in Guangzhou has reached full operation. The Korean giant has thus finally obtained the ideal capacity for the production of OLED TV panels. Reaching the goal was far from simple: some delays caused by difficulties related to the technologies used (which led to obtaining a yield deemed insufficient) and then the COVID-19 pandemic hindered the plans.
The Chinese plant is 8.5 generation and can make substrates measuring 2,200 x 2,500 millimeters. From these are then obtained the individual panels that we find in televisions marketed under the LG brand or by third parties. LG Display could already count on a monthly production of 70,000 substrates at the Paju plant in South Korea. To these are added an additional 60,000 substrates produced in Guangzhou for a total of 130,000 per month.
Further acceleration is planned in the near future: 90,000 substrates per month will come out of China which will further strengthen LG's capacity. Also noteworthy is the great versatility of the new production lines: Guangzhou is capable of turning out panels of all sizes, starting from 48 "and then going up to 55", 65 "and 77" (the release effectively excludes only 88 "8K, those that equip models like the Z9).
LG Display currently supplies 19 brand OLED TV panels: LG, Sony, Philips, Panasonic, Skyworth and the subsidiary Metz, Konka, Grundig, Sharp, Toshiba, Bang & Olufsen, Changhong, Haier, Loewe, Vestel, Vizio, Xiaomi and Huawei. Instead, Hisense is out, which has decided to replace the O8B series with dual modulation Dual Cell LCDs, arriving in the early months of 2021.