Powered by its 8.6-Generation OLED technology, the IT division of Samsung Display is projected to see a performance growth of up to 30%.

Will 8.6-Generation Organic Light-Emitting Diode (OLED) boost market demand for IT products? Or is 6-Generation OLED already sufficient to meet current needs? Is it beneficial or unnecessary to build 8.6-Generation production lines? These two major panel manufacturers once again shared their perspectives at the CES 2026 held in Las Vegas, USA on January 7 (local time).

Lee Cheong, President of Samsung Display, stated that leveraging the achievements of 8.6-Generation OLED technology, the IT division’s revenue share is expected to surge by up to 30% this year.

Despite its optimism about this market, Samsung Display has no plans to inject additional investment into the 8.6-Generation OLED sector for IT applications beyond its previously announced investment amount. Lee Cheong noted that to achieve the above target, the company intends to focus on consolidating its fundamentals rather than making further investments.

Previously, Samsung Display announced that it would allocate a total investment of 4.1 trillion won by the end of this year to achieve 8.6-Generation OLED production capacity (CAPA) in 2023. This large-scale multi-trillion-won investment will be completed in approximately three years, with the production lines officially going into operation thereafter.

“First and foremost, the successful implementation of this investment is our top priority. Given its large scale, delivering results this year is the primary objective—if all goes smoothly, subsequent expansion will follow naturally,” said Lee Cheong. “The number of products launched in the IT business increases year by year, and the addition of 8.6-Generation products will further fuel this growth. Although this year marks the initial stage and it is hard to draw a definitive conclusion, we anticipate a 20% to 30% growth compared to last year.”

Regarding the OLED market for IT applications, LG Display (LGD) still holds the view that it is not yet time to invest in 8.6-Generation OLED. Jung Cheol-dong, President of LGD, commented, “Investment in 8.6-Generation OLED is not yet the right time for profitability; the existing 6-Generation technology is already sufficient to cover current market demand.”

Industry analysis indicates that the high-performance 8.6-Generation (2290mm × 2620mm) OLED panels for IT use feature a glass substrate more than twice the size of the existing 6-Generation (1500mm × 1850mm) ones, enabling the production of more panels per batch. Amid the trend of expanding OLED applications in IT products such as tablets and laptops, this technology will be better positioned to meet future market demand. Currently, Samsung Display, BOE Technology Group, and other manufacturers are actively advancing mass production. Among them, BOE has lit up its 8.6-Generation OLED production line five months ahead of schedule, while no new updates have been released by Samsung Display for the time being.

Post time: Jan-14-2026