Samsung shows that it is betting on generation 8.6 OLED, and its IT business is expected to increase

On January 11, 2026, Samsung showed CEO Li Qing released a clear business signal in a media interview: the company is continuing to expand its product matrix in the IT field, and will add 8.6-generation oled products to the market in 2026. Relying on this core new product, IT business sales for the whole year are expected to increase by 20% to 30% compared with 2025.

In terms of technological advantages, the 8.6 generation OLED has a significant production capacity dividend compared with the current mainstream 6th generation OLED. The size of its glass substrate has been expanded by 2.2 times, directly promoting a significant increase in production efficiency. Taking the production of 14-inch tablet panels as an example, the annual production capacity of the 6th generation OLED production line is approximately 4.5 million pieces, while the 8.6th generation OLED production line can increase this output to 10 million pieces, doubling the scale production capacity. breakthrough.

In fact, Samsung Display had launched the layout of the 8.6-generation OLED production line as early as 2023. At that time, it announced plans to transform the original LCD production line L8 and build a new A6 production line dedicated to IT OLED products. The total investment of the project reached 4.1 trillion won. According to market information, this key production line is expected to be officially mass-produced in the second to third quarters of 2026. After being put into production, it will be targeted to supply panel products to Apple and become an important supply chain support.

Regarding the follow-up investment plan for the 8.6-generation OLED production line, Li Qing gave a clear response: There are currently no further investment plans. rdquo; He emphasized that huge amounts of money have been invested in the early stage, and the core goal at this stage is to ensure that the first 8.6-generation OLED product successfully opens the market and gains user recognition; only by achieving this prerequisite will production capacity expansion be considered in the future, and specific The timing of expansion requires a comprehensive and prudent evaluation.

Talking about the competitive landscape of the global display industry, Li Qing said frankly that although China display companies have developed rapidly in recent years and achieved breakthroughs in many fields, there is still a certain gap with Samsung Display in the core field of OLED. However, he also paid attention to that in emerging display technology tracks such as micro displays and OLEDoS, China companies have taken the lead in increasing resource investment, actively deploying and seizing market opportunities, and the industry's competition dimension is continuing to expand.