China Star Gen 11 – A big deal in Shenzhen
Normally, pictures of display fab construction sites are few and far between, surreptitiously taken by employees or from satellite images, but China Star’s (pvt) Gen 11 fab, which we noted back in April 2016 was under development, and updated at the beginning of the month, has once again appeared in the local Chinese press. Given that this project, which will use the largest glass format to date (just under 10 m2 or ~107 ft2, and could actually be larger, given that no real “Gen 11” format size has been established.) is also the largest industrial project in the city’s history, with an area of 600,000 m2 (a football field is 5,351 m2) and will cost $6.75b, it seems to be getting an unusual amount of attention, which allows us to more closely monitor the construction progress.
As previously noted, he fab will be based on IGZO backplane technology, China Star has yet to decide if some of the 45,000 sheet/month capacity will be allocated to producing large panel OLED displays, which are currently only produced by LG Display . As we believe the fab will be built out in three phases of 15,000 sheets/month each, we would expect the phase 1 build out to be LCD based, with the potential for some OLED capacity in phase 2 or 3. China Star is running a small Gen 4.5 OLED pilot line, which could lay the groundwork for a large panel OLED line in 2020 or 2021. China Star is owned by TCL Corporation (000100.CH) and Samsung , who has a 10% share and received ~14% of its panel supply from China Star last year.
As previously noted, he fab will be based on IGZO backplane technology, China Star has yet to decide if some of the 45,000 sheet/month capacity will be allocated to producing large panel OLED displays, which are currently only produced by LG Display . As we believe the fab will be built out in three phases of 15,000 sheets/month each, we would expect the phase 1 build out to be LCD based, with the potential for some OLED capacity in phase 2 or 3. China Star is running a small Gen 4.5 OLED pilot line, which could lay the groundwork for a large panel OLED line in 2020 or 2021. China Star is owned by TCL Corporation (000100.CH) and Samsung , who has a 10% share and received ~14% of its panel supply from China Star last year.
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