Asahi Glass and China Star break ground on Gen 11 glass plant
Yesterday, Asahi Glass (5201.JP) and China Star (pvt) (aka Huaxing Optoelectronics) broke ground on a Gen 11 (3370 x 2940) glass substrate production project in the same technology park as the China Star G11 fab. The 1st phase of the project, which is slated to cost $855.5m in total, will be an investment of $435m and is expected to produce 180,000 sheets/month, with a starting date of 1Q 2019, which is in keeping with the expected start-up of phase 1 production at the China Star Gen 11 fab.
Asahi has been a supplier to China Star for their two Gen 8.5 lines and their Gen 6 line in Wuhan and the local display supply chain includes a variety of suppliers including color filters, backlights, polarizers, films and specialty chemical chemicals, while small display manufacturers and assemblers also take advantage of the park’s broad supplier base. China Star’s Gen 11 fab is expected to be producing Oxide backplanes and potentially OLED displays in three phases, with the last phase coming on line in 2Q/3Q 2021 for a total capacity of 45,000 sheets/month, although details of such a large project can change rather quickly.
Asahi has been a supplier to China Star for their two Gen 8.5 lines and their Gen 6 line in Wuhan and the local display supply chain includes a variety of suppliers including color filters, backlights, polarizers, films and specialty chemical chemicals, while small display manufacturers and assemblers also take advantage of the park’s broad supplier base. China Star’s Gen 11 fab is expected to be producing Oxide backplanes and potentially OLED displays in three phases, with the last phase coming on line in 2Q/3Q 2021 for a total capacity of 45,000 sheets/month, although details of such a large project can change rather quickly.
Groundbreaking at Asahi Gen 11 plant yesterday - Source: Ofweek.com
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