Tianma to Significantly Expand Capacity of Xiamen 8.6-Generation LCD TM19 Line to Prepare for Apple IT Display Supply

Tianma is rapidly strengthening its competitiveness in the IT and industrial display markets by significantly expanding the capacity of its 8.6-generation LCD production line, TM19, located in Xiamen.

Currently operating at a capacity of 40K sheets per month, the TM19 line is set to expand to 70K per month by early 2026 and further to 160K per month by early 2027. The current production allocation consists of approximately 15K sheets per month for mobile applications, 20K for IT applications, and 5K for 50-inch industrial panels.

Notably, Tianma has completed technical evaluations aimed at supplying panels for Apple’s iPad and MacBook and is planning to invest in three module lines capable of supporting products ranging from 7 to 16 inches. Among them, one line investment is being prioritized and is reportedly awaiting Apple’s final approval. Industry sources anticipate that part of LG Display’s supply volume may be transferred to Tianma.

In addition to the LCD capacity expansion, the company is also reviewing potential investments in 8.6-generation OLED production. While the specific technology direction and timeline have not yet been finalized, the Xiamen plant is likely to serve as the main base if the OLED investment proceeds.

Junho Kim, Analyst at UBI Research (alertriot@ubiresearch.com)

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