The screen manufacturer BOE is on the verge of a major strategic shift with the production of a range of White Oled TV panels from 55'' (140 cm) to 95 inches. A total of 5 Oled TV panels would be planned: 55'' (140 cm), 65'' (165 cm), 75'' (191 cm) or 77'' (196 cm), 85'' (216 cm) or 88 '' (224 cm) and 95'' (242 cm, see photo below).
TV White Oled signed BOE
Until now present in LCD technology with screens of all sizes and OLED technology with small and medium diagonals dedicated to smartphones and tablets, BOE could therefore sound the charge of Chinese manufacturers on the market for large OLED panels, those intended for the TV market. As a reminder, the latter is now occupied by the Koreans LG Display with the White Oled process and Samsung Display with the QD Oled process. Namely, as already mentioned in our news on the Ultra HD 8K specimen, the range of Oled screens signed BOE would also be of White Oled obedience, without however using the LG Display patents.
300,000 Oled BOE TVs in 2022
BOE would therefore have decided to embark on this niche with the ambition of producing 300,000 Oled TV panels, via its R&D B5 Gen8 production line capable of supplying large mother panels (2,200 mm x 2,500 mm) . These 300,000 panels would represent more or less 0.1% of global TV production for 2021 (213.54 million) but more than 5% of OLED TV panels produced in 2021 (6.52 million). The strategic shift undertaken by BOE is dictated by the ever-increasing appetite of consumers for large OLED screens. The market research and analysis firm Omdia indicates that the cumulative deliveries of OLED TVs in the world exceeded the figure of 20 million copies in April 2022, i.e. 10 years after the marketing of the first OLED television. And that if it took seven years to reach the 10 million units mark, the 20 million mark was crossed in just two years later.