BOE Completes Internal Lighting for Chengdu B16 8.6-Generation OLED Line… Accelerating Its Entry Into Large-Scale IT OLED Mass Production

BOE’s 240Hz LTPO OLED Prototype (Source: BOE)
BOE has reportedly completed internal lighting for its 8.6-generation (2290×2620 mm) IT OLED production line, known as B16, which is currently under construction in Chengdu, Sichuan Province. The project, launched in March 2024 with a total investment of 63 billion RMB (approximately 12.4 trillion KRW), is progressing rapidly and is designed to support a monthly capacity of 32,000 glass substrates. Although BOE has not officially announced the lighting milestone, sources indicate that a formal public announcement is planned for December 2025.
The prototype used for the lighting test is a 14-inch OLED notebook panel intended for Acer, marking a strategic reference win aligned with the global trend toward wider OLED adoption in laptops. BOE had also planned to develop smartphone panels for Oppo using the B16 line, but the development schedule has reportedly been delayed.
The B16 line will expand further through a Phase 2 investment, and Sunic Systems has been selected as the supplier for the key deposition equipment. The first tool is expected to be delivered in the fourth quarter of 2026, positioning BOE to strengthen its competitiveness in IT OLED mass production as the additional capacity comes online.
With IT device OLED demand rising rapidly, BOE’s B16 project is regarded as a symbolic investment accelerating China’s entry into the high-resolution, large-area OLED market. The establishment of an 8.6-generation line in particular is expected to serve as a crucial inflection point for Chinese panel makers seeking to narrow the technology gap with Korean competitors in the notebook and tablet OLED segments.
Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)
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