三星显示将于5月量产全球首条IT 8代OLED生产线，预计搭载于苹果首款OLED MacBook

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据韩媒消息，三星显示（SAMSUNG DISPLAY）将于5月正式启动IT 8代有机发光二极管（OLED）生产线（A6线）的量产工作，这也是全球范围内首次实现该世代IT OLED生产线的量产。2日，据业界消息透露，三星显示已确定将于5月向A6生产线投入量产用玻璃基板，并已与合作企业共享相关日程安排。业内人士表示：“玻璃基板的投入意味着生产线正式进入量产运行阶段。”三星显示计划在A6生产线上为...

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MacBook所需的部分模组零部件尚未完成开发，核心原因在于成本问题。为降低OLED MacBook的制造成本，苹果公司持续对零部件设计进行微调，且产品上市前还需完成可靠性检测。考虑到A6生产线是首次量产，三星显示的首要任务或将是稳定确保OLED面板的供应量。其流程为：在前段工序中完成全部面板的生产并确保库存后，再于后段工序中进行模组组装。由于三星显示需从第三季度起向MacBook组装厂商富士康供应OLED面板，因此业界推测其A6生产线的运行日程已据此进行了调整。三星显示曾于2023年4月宣布，将向IT 8代OLED生产线投资4.1万亿韩元（约合人民币220亿元），计划截至2026年完成投资，并从2026年起在此生产线每年生产1000万台IT OLED面板（以14.3英寸为基准），目标将该业务营收占比提升至公司总营收的20%左右。该生产线按每月投入1.5万张8代玻璃原片的规模设计。除苹果外，三星显示也在积极争取其他IT企业客户。只有将A6生产线生产的OLED面板供应给戴尔、惠普（HP）、联想等主流笔记本电脑厂商（即业内所称的“DHL”阵营），才能提高生产线的开工率并降低制造成本。与此同时，京东方（BOE）也在推进IT 8代OLED设备投资，紧追三星显示的步伐。京东方在上月的投资者说明会上表示：“预计成都（IT）8代OLED生产线（B16线）将于今年下半年进入量产阶段。”该公司还透露：“该生产线已于去年12月30日实现点亮（ramp-up），较原计划提前了5个月。”京东方方面预计，“量产启动后，公司应对笔记本电脑、平板电脑等IT面板需求的能力将得到显著强化。”此处的“点亮”是指生产线各相关工序可连续投入并输送玻璃基板的阶段。京东方B16生产线的设计规模为每月3.2万张玻璃原片，是三星显示A6生产线（月产1.5万张）的两倍多。该生产线从设计之初便兼顾了IT OLED与智能手机OLED的生产能力。不过，苹果今年推出的OLED MacBook面板将仅由三星显示独家供应。关注此公众号，请点击↓↓↓商务合作，扫微信号↓↓↓","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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