LGD在OLED下血本，全球最大10代工厂将建

传乐金显示器(LG Display；LGD)将在韩国坡州兴建全球最大的 10 代 OLED 生产基地。未来产线正式稼动后，将有助于大幅降低大尺寸 OLED 面板的生产成本，可望加速 OLED 电视产品普及。

据韩媒 ETNews 报导，6 日业界消息指出，LGD 已大致决定将兴建中的坡州 P10 工厂建设为 10 代 OLED 产线，并与韩国设备业者 YAS 共同开发用于 10 代线的 OLED 蒸镀设备。

YAS 是 LGD 用于量产的 8 代 OLED 蒸镀机台供应商，业界认为 YAS 在已有 8 代线的经验之下，将可更快开发出用于 10 代线的设备。

由于 LGD 建设 1 条 6 代 OLED 产线大约投入 8.81 亿美元（1 万亿韩元），因此可推估未来对 P10 工厂可能还需投资 26.4 亿美元（3 万亿韩元）。P10 工厂预定在 2018 年第 2 季完工，量产大尺寸 OLED 面板与中小尺寸可挠式 OLED 的可能性高。

业界表示，LGD 同时评估投资 10 代 OLED 与 10 代 LCD 的可行性。其中一种方案是先投资技术已成熟的 10 代 LCD 产线，之后再将其转换为 OLED，与三星显示器(Samsung Display)集中投资中小尺寸(6 代)OLED 的策略不同。

但先投资 10 代 LCD 产线再转换为 OLED 的方式旷日废时且所费不赀，两者技术完全不同，就算成功进行产线转换，依旧无法避免生产大尺寸 OLED 可能发生的技术问题，因此成为争议焦点。

据了解，LGD 倾向将 P10 建立为 10 代 OLED 产线，与公司对本身的技术能力相当有信心有关。2016 年第 4 季 LGD 先后在 55 寸 Full HD 与 UHD 面板达到制程上的目标良率(80%)；从 2016 年第 2 季起，大尺寸 OLED 事业的 EBITDA 也开始转正。

业界预估，2017 年 LGD 若持续扩大产能出货，并且维持一定良率，2018 年大尺寸 OLED 面板事业应该就可转亏为盈。

针对这项业界传闻 LGD 表示，公司确实委托 YAS 开发用于 10 代 OLED 产线的蒸镀设备，但尚未决定 P10 工厂将建设为何种用途；2017 年上半应该就能对投资方向有较具体的结论。

英文原文：LG Display to Construct World’s First Production Lines for 10th Generation OLEDs

LG Display is constructing world’s biggest production lines for 10th generation OLEDs in Paju. It is predicted that there will be a rapid increase in supply of large OLED TVs as production cost of OLED panels drops significantly when these production lines are operated.

According to industries on the 6th, LG Display has decided to establish its P10 production lines, which are being built in Paju, as production lines for 10th generation OLEDs. It is heard that LG Display is working with South Korean equipment manufacturer called YAS indeveloping deposition equipment for 10th generation OLEDs.

YAS had supplied deposition equipment for mass-production of 8th generation OLEDs to LG Display in the past. Based on this experience, it is speeding up a process of developing deposition equipmentfor 10th generation OLEDs.

LG Display is going to finish constructionof P10 by second quarter of next year. Considering that about $881 million (1trillion KRW) is invested into construction of one production line for 6th generation OLEDs, more than $2.64 billion (3 trillion KRW) is expected to beinvested in the future into construction of P10. It seems that LG Display will mass-produce large OLEDs and small and mid-sized flexible OLEDs that will respond to future display markets from P10.

LG Display also looked into continuing its investments into 10th generation LCDs as well and this is contrast to how Samsung Display already decided to focus its future investments into small and mid-sized 6th generation flexible OLEDs. Because this is the first time LG Display is investing into 10th generation OLEDs, it really looked intoinvesting into 10th generation LCDs first and convert P10 into production linefor 10th generation OLEDs later on.

Fact that enormous amount of cost and time is required to convert production line from LCD to OLED was pointed out as a weakness. Even if LG Display converts production line from LCD to OLED, LG Display needs to respond to issues from new technologies that can occur from mass-production of large OLEDs since technologies of LCD and OLED are completely different from each other.

LG Display’s confidence also played a rolein LG Display deciding to invest into 10th generation OLED. From fourth quarterof last year, LG Display achieved golden yields from 55-inch full HD panels and UHD panels. Golden yield usually indicates a yield of more than 80%. Starting from second quarter of last year, LG Display has recorded EBITDA (EarningBefore Interest, Tax, Depreciation and Amortization) from its business on large OLED panels.

Industries are predicting that LG Display will make operating profits from its business on large OLED panels startingfrom next year. However amount of profit can become even bigger since amount of supply increases from certain level of secured yields when LG Display expandsits production capability in panels in this year.

“It is true that we requested YAS to develop deposition equipment for10th generation OLEDs.” said a representative for LG Display. “We have not finalized on investment target for P10 but we will come up a final decision some time during first half of this year.”

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