Chinese display maker Visionox is preparing a follow-on investment for its 8.6-generation OLED production line, with industry attention focused on whether South Korean equipment suppliers such as YAS can secure orders after missing out on the first phase.

According to industry sources on Aug. 6, Visionox is planning a second-phase investment for its V5 fab under construction in Hefei, Anhui Province. While the exact timing has not been finalized, the project is widely expected to begin in the first quarter of 2027.

The V5 facility is designed for a total production capacity of 32,000 glass substrates per month. The first phase covers 8,000 substrates per month, while the second phase will add the remaining 24,000 substrates per month—three times the size of the initial investment.

The first phase included equipment supplied by South Korean companies such as AP Systems, SynusTech and ICD. Applied Materials (AMAT) won the order for the deposition equipment, widely considered the most critical tool in the production line. The company began delivering equipment in May and is currently conducting installation, commissioning and process validation for Visionox's ViP technology, a fine-metal-mask (FMM)-less OLED manufacturing process. Yield rates on the line are reportedly in the 30–40% range.

Although both AMAT and YAS deposit organic materials onto substrates by heating solid organic emissive materials in a vacuum environment, their approaches differ significantly.

AMAT uses a vertical deposition architecture in which 8.6-generation glass substrates are positioned upright during processing. The system integrates deposition, substrate transfer and encapsulation processes within a connected vacuum environment. Maintaining uniform film thickness across large vertically transported substrates is a key technical challenge.

YAS, by contrast, employs a horizontal architecture in which substrates remain flat while organic materials are deposited from evaporation sources located beneath them. The system maintains a constant distance between the evaporation source and substrate to ensure uniform film formation across the entire panel. As a result, chamber structures, transfer systems and overall equipment configurations differ substantially from those used by AMAT.

AMAT benefits from operational data and process conditions accumulated from the first-phase V5 line. If Visionox selects the same equipment for the expansion, previously developed deposition recipes and process parameters can be reused. Adopting YAS equipment, however, would require fresh validation of both equipment performance and manufacturing processes because of the different substrate-handling architecture.

Commenting on the possibility of YAS participating in the second phase, a Visionox official said, "We are currently validating the AMAT equipment, but yields remain low and pricing is high. If we adopt YAS equipment, we would need to conduct new verification work, so there are many factors to consider."

Visionox had also previously considered applying the conventional FMM process to portions of the V5 line. In May last year, the company discussed introducing FMM deposition equipment from Japan's Canon Tokki and South Korea's Sunic System. However, it ultimately chose the ViP approach.

According to Visionox, the likelihood of reverting to FMM technology in the second phase remains low.

Asked whether poor yields on the initial ViP line could lead the company to reconsider FMM technology, a Visionox official said, "Even if yields do not meet expectations, there is almost no possibility of returning to the FMM method. If we were to go back to FMM, it would raise questions about the rationale behind the investment, and we do not know whether the Hefei government would approve such a move."

Visionox is expected to determine the supplier for the second-phase deposition equipment based on the results of equipment installation, commissioning and ViP process validation on the first production line.

For the first-phase investment, Visionox selected lithography equipment from Canon, excimer laser annealing (ELA) and laser lift-off (LLO) systems from AP Systems, plasma-enhanced chemical vapor deposition (PECVD) and sputtering equipment from Applied Materials, and certain sputtering tools from ULVAC. Dry etching equipment was supplied by Tokyo Electron and ICD, while logistics and material-handling systems for array and deposition processes were provided by SynusTech.

Samsung Electronics will launch its new Galaxy Z series smartphones and Galaxy Watch models in more than 100 countries, including the United States, the United Kingdom, India and Japan.

The company said on Aug. 6 that it will begin domestic sales of the Galaxy Z Fold8 Ultra, Fold8 and Flip8, along with the Galaxy Watch Ultra2 and Watch9, starting Aug. 7.

The Galaxy Z series recorded 1.44 million pre-orders between July 28 and Aug. 3. Approximately seven out of 10 buyers chose a Galaxy Z Fold8 model.

Among customers who pre-ordered through Samsung.com, people in their teens through their 30s accounted for half of all buyers. The number of female customers in their teens through their 30s who purchased the Galaxy Z Fold8 Ultra or Fold8 more than doubled compared with buyers of the previous-generation Galaxy Z Fold7.

By color, the most popular options were Graphite and Violet Shadow for the Galaxy Z Fold8 Ultra, Cream and Graphite for the Galaxy Z Fold8, and Pink and Cream for the Galaxy Z Flip8.

Half of customers who pre-ordered unlocked models through Samsung.com also enrolled in the New Galaxy AI Subscription Club program.

Pre-orders for the Galaxy Watch Ultra2 and Watch9 increased by double-digit percentages from their predecessors during the same period. Female customers accounted for a roughly 15% larger share of Galaxy Watch Ultra2 pre-orders compared with the previous model.

LG Display has filed trademark applications for logos associated with its maskless OLED technology, FLiPP.

According to the Korea Intellectual Property Rights Information Service (KIPRIS) on Aug. 5, LG Display submitted two FLiPP logo trademark applications on July 30.

The application numbers are 40-2026-0155774 and 40-2026-0155775. Both applications are currently awaiting examination. The designated goods include display panels, monitors, smartphones, tablet PCs, televisions and flexible displays.

The logos feature the FLiPP brand name alongside the phrase “FMM-Less innovative Pixel Patterning.” Separate versions were filed for use on light and dark backgrounds. Portions of the lettering incorporate red, green and blue (RGB) colors.

FLiPP is a technology that patterns RGB OLED subpixels using photolithography-based processes instead of fine metal masks (FMMs).

Conventional RGB OLED manufacturing selectively deposits red, green and blue emissive materials through FMMs containing microscopic apertures. As substrate sizes increase and pixel dimensions shrink, it becomes increasingly difficult to manage mask sagging, thermal deformation and alignment errors. The physical thickness of the mask can also create shadow effects that limit pixel aperture ratios.

FLiPP replaces FMMs with exposure and patterning processes to form RGB OLED subpixels. The approach is expected to reduce the physical limitations associated with FMMs, making it more suitable for high-resolution displays and larger substrates. However, challenges remain in suppressing damage to organic emissive layers during patterning and achieving commercially viable manufacturing yields.

LG Display is currently conducting research and development on FLiPP-related manufacturing processes.

CETC Fenghua Information-Equipment, a Chinese display equipment maker under China Electronics Technology Group Corporation (CETC), has supplied cleaning and debubbling equipment to LG Display's organic light-emitting diode (OLED) module production line in Vietnam, marking the first time a Chinese OLED equipment supplier has sold directly to LG Display without going through a Korean partner.

According to industry sources on Aug. 5, CETC Fenghua Information-Equipment supplied a total of seven units to LG Display's OLED module line in Hai Phong, Vietnam, including one cleaning system and six debubbling systems. The equipment was delivered in phases from late last year through early this year.

The tools were installed both in existing mass-production module lines and in newly established production lines.

Cleaning and debubbling systems are back-end process tools used in OLED module assembly. Industry sources estimate that a cleaning system costs about 1 billion won per unit and a debubbler around 500 million won. As a result, the total value of the order is believed to be roughly 4 billion won.

These types of systems had previously been supplied by Korean small and medium-sized equipment makers. LG Display has now added CETC Fenghua as an additional supplier, creating a dual-source supply chain alongside existing domestic vendors.

Industry observers believe the decision was driven by a combination of pricing, performance and delivery competitiveness. CETC Fenghua has improved the performance and operability of its equipment through deployments at mass-production lines operated by major Chinese panel makers including BOE Technology, TCL China Star Optoelectronics Technology (CSOT) and Tianma. The company's ability to customize equipment designs according to customers' manufacturing processes and product specifications is also said to have contributed to its selection as a supplier.

As a result, if the performance of the initially supplied equipment is validated, CETC Fenghua could secure a larger share of future equipment orders.

CETC Fenghua is a display equipment manufacturer affiliated with CETC. The company specializes in panel cutting and debubbling equipment and holds more than 65% market share in smart debubbling systems used in Chinese display production lines.

The company currently supplies equipment to major Chinese display makers including BOE, CSOT, Tianma, Everdisplay Optronics (EDO) and Truly International. It is also expanding into cleaning systems, polarizer lamination, optical clear adhesive (OCA) lamination, bonding, inspection equipment and automated assembly lines.

"Based on the current shipment volume alone, it would be difficult to conclude that Korean equipment has been replaced by Chinese equipment," an industry official said. "However, now that the Chinese supplier has moved beyond the evaluation stage and secured a track record in mass-production supply, it may be able to compete for future capacity expansion projects and orders for other back-end process equipment."