1 articles · Updated · counterpointresearch.com · Aug 11
Summary
Display equipment spending is projected to rise 57% year over year in 2026 after BOE and Samsung Display began Gen.8.7 IT OLED mass production in June and July, respectively.
Gen.8.7 is driving the surge: OLED CAPEX is forecast to climb 74%, LCD 20%, and Gen.8.7 alone will make up 61% of total OLED investment this year.
BOE's B16 started first and hosted Lenovo, ASUS and Acer, while Samsung Display's A6 launch on July 2 targets Apple MacBook Pro panels and sits within a KRW 67 trillion investment plan through 2040.
A confirmed 75,000 sheets per month of Gen.8.7 capacity is now in play, though analysts say utilization may stay low initially until yields improve and demand catches up.
Visionox and CSOT are expanding the race with photo-patterned and RGB inkjet OLED lines, underscoring a broader shift of display investment from LCD toward OLED for notebooks and other IT devices.