Samsung Display to Mass-Produce World’s First 8.6th Generation OLED

June 18, 2026 by Leave a Comment
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Expected to supply Apple’s MacBook Pro and others

Samsung Display is set to become the first in the world to begin mass-production of the ‘8.6th generation IT OLED,’ incorporating next-generation organic light-emitting diode (OLED) technology capable of producing laptops and tablet PCs more affordably and efficiently.
According to industry sources, Samsung Display has already completed preparations for the operation of its 8.6th generation IT OLED production line at its Asan Campus in Chungnam and plans to begin full-scale mass-production from July this year.

8.6th generation OLED is next-generation production technology that more than doubles the size of the glass substrates used to make displays, compared to existing 6th-generation OLEDs used for smart phones. Samsung Display announced plans to invest approximately KRW 4.1 trillion in 2023 to build an 8.6th generation production line with a capacity of 15,000 sheets per month.
As of now, Apple is expected to be the primary customer. Panels produced by Samsung Display are anticipated to be supplied for the next-generation MacBook Pro. The industry expects that the adoption of LEDs will expand throughout the iPad, AI PC, and premium laptop markets in the future.

In particular, as generative AI and on-device AI capabilities expand, there is growing awareness of the importance of power efficiency in laptops. This is because power consumption increases as AI computations increase. The industry anticipates that the future competitiveness of AI PCs will be determined not only by the processor but also by battery efficiency and heat management. This is the background behind why securing low-power display technology is emerging as a key element of competitiveness for next-generation IT devices.


 
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LG Advances into the Chinese Market

June 18, 2026 by Leave a Comment
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 Pioneering new demand following washers and dryers
Annual sales growth of 30% in Greater China

LG Electronics is accelerating its advance into the Chinese market, often referred to as the ‘graveyard of foreign home appliances.’
According to industry sources, LG Electronics is speeding up its expansion into China by focusing on home appliances equipped with designs that reflect the tastes of local consumers and AI technology.

The business segment achieving the greatest success is the clothing care appliance sector, spearheaded by LG Styler. According to market research firm AVC and others, LG Styler, which was introduced for the first time in 2015 in China, ranked first in the Chinese clothing care appliance market last year, securing a 38.46% market share.
It is assessed that the company has successfully established itself in the Chinese clothing care appliance market, outpacing Chinese appliance company CouCoq, which ranked second with a 19.93% share during the same period, and Samsung Electronics, which took third place with 15.43%.
The Chinese home appliance market has transformed into a prime example of a blue ocean as local companies such as TCL and Hisense have grown rapidly, leveraging price competitiveness as a weapon. Amid these environmental changes, LG Electronics has shifted its strategy, with LG Styler, to a premium approach centered on ‘experience’ rather than ‘price.’
The growth of LG Styler is also confirmed by its global sales performance. Since its launch in 2011, cumulative sales surpassed one million units in 2021, and then broke through two million units in cumulative global sales just five years later. Currently sold in 27 countries worldwide, the LG Styler recorded sales growth of over 30% compared to the last year in the Greater China market, including China and Taiwan, as of last year.
LG Electronics plans to accelerate its efforts to target the business-to-business (B2B) market in China, extending beyond home appliances. In particular, the company is creating new demand by expanding the application of the LG Styler to premium accommodation facilities such as hotels and resorts in China.


 
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LG Energy Solution Received an Order for KRW 2.4 Trillion Worth of “Batteries in the U.S.”

June 18, 2026 by Leave a Comment
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6GWh worth with DTE Energy Co. in the U.S.

LG Energy Solution Ltd. will supply batteries for the energy storage system (ESS) that will help power artificial intelligence (AI) data centers operated by Oracle Corp. in the United States. The company announced that it has signed a contract with DTE Energy Co., the largest energy company in the state of Michigan, to supply 6GWh worth of ESS batteries. Electricity capacity of 6GHw is a massive scale capable of storing enough electricity to power around 1.7 million households for one year. The contract is worth USD 1.6 billion (approximately KRW 2.4 trillion), with deliveries set to begin within the year and continue until next year.

DTE Energy is Michigan’s largest power provider and one of the major utility companies in the USA.
This contract is significant because it secures a major order in the ESS market for the rapidly growing numbers of U.S. data centers.
Currently, across the United States, AI technology-driven demand has accelerated data center construction. As the need for massive amounts of electricity equivalent to the power consumption of an entire city, increases, the demand for ESS to store this power is also surging.

  
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POSCO Future M develops‘Dream Material’

June 18, 2026 by Leave a Comment
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Targeting Mass-Production of Silicon Anode Materials by 2028

Applying new silicon nano-sizing technology
Expected to be a game changer in K-battery

 POSCO Future M has secured mass-production technology for silicon anode material, considered one of the core next-generation battery materials. The company plans to target future battery markets, including premium electric vehicles, humanoid robots and urban air mobility (UAM), with the goal of commercialization by 2028. Silicon anode materials are often referred to within the battery industry as a ‘dream battery material’ because they are considered next-generation technology that can significantly improve the battery performance of electric vehicles.

In batteries, the anode material stores electricity. Until now, graphite has been widely sued due to its stability and price competitiveness, but it faces limitations when it comes to storage capacity. Silicone, on the other hand, has a thinner structure and enables faster electron movement, allowing it to store significantly more lithium ions than graphite. This means that a battery of the same size can store more electricity.
For this reason, it is attracting attention as core technology — not only for premium electric vehicles but also for industries where energy efficiency and lightweight design are critical, including humanoid robots, UAM, and drones.
A POSCO Future M official explained, “Competition in battery performance is expanding beyond cathode materials into anode materials. Commercializing silicon anodes is an area drawing intense interest from global battery manufacturers because it can improve both driving range and charging speed.”
While other battery makers have also been developing silicon and anode technologies, POSCO Future M stands out for increasing the proportion of silicon anodes to over 20% of its total anode materials.


 
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SK on Co.

May 15, 2026 by Leave a Comment
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SK on Co. Targeting Japan with its Vehicle Batteries

Aiming to receive orders for ESS to expand business

SK on Co., the battery affiliate of SK Group, is set to open a branch in Japan to target the local market. According to industry sources, SK on has been proceeding with administrative procedures with the goal of establishing a branch in Tokyo, Japan, and is actually in the final stage.
SK on’s decision to open a branch in Tokyo is regarded not merely as an expansion of its overseas presence, but as a direct challenge to capture Japan’s key and traditionally conservative automotive market.

According to the Nekkei, Japan’s passenger EV sales reached 26,959 units from January to March this year, up 80% compared to the same period last year. This marks a record high for a single quarter.
Japanese automakers are known for their stringent standards on quality and safety, making the market difficult to enter. However, once a deal is secured, it often evolves into a long-term partnership ― meaning that early entry can significantly impact medium- to long-term performance.
SK on has already achieved tangible orders in Japan. Last year, it signed a battery-supply agreement with Nissan Motor Co., demonstrating its technological capabilities.
SK on has already established sales bases in major markets including the USA, Germany, and China. It also set up a North American regional headquarters (RHQ) in Detroit, Michigan, last year to strengthen local operations. With Japan added, its global network across key automotive markets is nearing completion.

  
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Samsung Electro-Mechanics

May 15, 2026 by Leave a Comment
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Samsung Electro-Mechanics Invests KRW 1.8 Tril. in Vietnam

Responding to surging demand for AI substrates
Orders from big-tech companies expected to increase

Samsung Electro-Mechanics plans to invest KRW 1 trillion in its Vietnam production base to expand the production of semiconductor substrates, aiming to resolve production-capacity limitations and enhance supply responsiveness amidst the rapidly increasing demand for high-value-added substrates for artificial intelligence (AI).
According to Bloomberg, the company will invest US$ 1.2 billion (approximately KRW 1.8 trillion) to expand production facilities for flip-chip ball greed array (FC-BGA photo) at its Vietnam production base. It has also completed investment registration procedures with the Vietnam Foreign Investment Agency for AI-related FC-BGA production.

This investment is reported as a strategy to restructure its existing production base to focus on high-value-added substrates. FC-BGA is a high-density package substrate in which semiconductor chips are mounted upside down on a substrate and connected by using fine metal balls.
The scale of this investment is comparable to the company’s initial entry into Vietnam in 2013 when it constructed a camera-module and printed circuit board (PCB) plant. This is a trillion-dollar investment made again after 13 years.
It customer base is also expanding quickly. Samsung Electro-Mechanics is supplying substrates to global tech firms such as Broadcom, Google, and Amazon.

The company recently secured a deal to supply FC-BGA to Grock 3 language processing unit (LPU), a dedicated inference chip installed in Nvidia’s next-generation AI semiconductor Vera Rubin, with mass-production expected to begin in the second quarter of this year.
There is also growing speculation that its FC-BGA could be adopted for Tesla’s AI chip, the AI6, signaling further expansion of its big-tech client base.

 
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Samsung and LG Collaborate on Gaming Monitors

May 15, 2026 by Leave a Comment
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Joining hands in targeting this high-value market against China

Samsung and LG, which have long completed against each other in Korean and global home appliance markets, set in motion an effort to cooperate. According to industry sources, Samsung Electronics Co. has decided to use white (W)-OLED panels made by LG Display Co. in its upcoming OLED gaming monitor, Odyssey G7, set for release this year. This follows LG Electronics Inc.’s decision to adopt quantum dot organic light-emitting diode (AD-OLED) panels from Samsung Display Co. in its gaming monitors scheduled for release in the second half of this year.

It is reported that Samsung Electronics Co. has selected panels from LG Display Co. to expand to OLED its Odyssey G7 monitor lineup, which was originally released last year using LCDs. With reports indicating that Samsung Electronics Co. and LG Display Co. have signed a panel supply contract and commenced full-scale mass-production and set manufacturing early this year. Forecasts suggest it is highly likely to launch in the second quarter of this year.
This collaboration between Samsung and LG is seen as a strategy to counter China, which has emerged as a new threat by leveraging cost-effectiveness and technological advancement.
Demand for gaming monitors in the global market has been increasing every year. Market research firm Omdia forecasts that gaming monitors will account for approximately 35% of total global monitor shipments this year. Also, it is expected that the share of gaming monitor shipments will rise to about 40% by 2029.
In particular, OLED gaming monitors are expected to overtake LCD monitors, which have been the mainstream until now, and establish themselves as the ‘new trend.’ In fact, the revenue share of OLED monitors, which stood at just 1.2% in the total global monitor market in 2022, has expanded to 7.4% in 2023, 13.6% in 2024, and reached 20% last year.
OLEDs are rising in the gaming monitor industry due to their high scan rate and response speed. OLEDs have a self-lighting structure where each individual pixel produces its own light, so they do not have the chronic problems of LCDs ― which include blacklight bleeding, slow response time, and blacklight issues (the phenomenon where black appears gray in dark scenes) ― providing overwhelming contrast ratios and vivid images that appear just like what users see with their own eyes.

 
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AI semiconductors and glass substrates

May 15, 2026 by Leave a Comment
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Glass Substrates with Enhanced Power Efficiency Become a Game Changer for AI Semiconductors

Samsung Electro-Mechanics moves to dominate the glass substrate market.

The competition in semiconductor performance is shifting beyond chips to substrates, due to the rapid expansion of artificial intelligence (AI). As data-processing volumes surge, the role of substrates connecting chips has become increasingly critical. Limitations of conventional plastic-based substrates are becoming more evident, positioning glass substrates as an alternative for high-performance applications.
AI semiconductors, in particular, have a structure tightly linking graphic processing units (GPUs) and high bandwidth memory (HBM).

Plastic (organic) substrates that have been widely used so far are increasingly facing structural limitations due to the large-scale, high-performance trends of AI semiconductors. They are more vulnerable to heat, prone to warping at high temperatures, and require additional layers to enhance performance.
Amidst such expectations and limitations, competition in glass substrates is intensifying. SKC’s subsidiary Absolics is considered closest to commercialization, producing prototypes at its Georgia facility in the USA and conducting tests with global clients. LG Innotek is also preparing for mass-production in 2027-2028, based on its pilot production system.

Global companies are joining the race. Intel is seeking to lead the way in technical conversion by significantly expanding substrate size, while China’s BOE is building supply chains through pilot production lines. Japan’s Ibiden is also advancing development, leveraging its leading position in the substrate market.
Samsung Electronics’ affiliates are likewise moving to strengthen their capabilities in glass substrates based on each affiliate’s core competitiveness and role. Rather than a single unified effort, each affiliate is developing technologies that collectively enhance the group’s packaging competitiveness. Samsung Electro-Mechanics is responsible for developing and mass-producing glass substrates. The company is producing prototypes based on a pilot line in its Sejong Plant, and working with Japan’s Sumitomo Chemical Group to secure a supply chain for glass core materials. The company aims to enter mass production after 2027.
 
 
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Hyosung Heavy Industries Wins Contract for Australian ESS Project

April 15, 2026 by Leave a Comment
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Securing an ESS design-construction contract worth approximately KRW 140 billion

Sales in North and Central America last year exceeded KRW 1 trillion for the first time

Hyosung Heavy Industries has secured a battery energy storage system (BESS) contract worth KRW 140 billion in Australia, thereby broadening its business prospects. The company established a presence in the United States and Europe, making over KRW 1 trillion in sales in the North and Central American markets. Following this achievement, it plans to actively seek out new markets, including Australia.

Hyosung Heavy Industries announced that it recently signed a KRW 142.5 billion contract with Tangkam BESS Pty. Ltd. for the design, procurement, and construction of energy storage systems (ESS) in Australia. The project involves building a 100MW/200MWh battery-based ESS in the Tangkam region of Queensland, Australia, with commercial operation targeted at the end of 2027. The company will handle the installation and test-drive, and the maintenance contract will be signed separately.
This marks the first time Hyosung Heavy Industries has supplied an ESS to Australia. The Australian government is implementing a policy to expand ESS aimed at stabilizing the power grid, investing a budget of AUD 20 billion (approximately KRW 20 trillion) to increase its renewable energy generation ratio to 82% by 2030.
Hyosung Heavy Industries believes that this new supply project will be a key solution for the Australian power grid, and plans to show its integrated system-control technology through its own battery management system software.
The company also plans to expand full-scale into global markets. It proved its competitiveness among leading global competitors last year, when its heavy-industry division achieved sales of KRW 1.1123 trillion in the North American market for the first time since its founding. Last month, the company secured a KRW 787 billion contract in the United States for the supply of power equipment, which is the largest in the company’s history, and a KRW 29 billion long-term supply contract for ultra-high voltage transformers in Finland.

 
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SK Hynix to Accelerate HBM Production

April 15, 2026 by Leave a Comment
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Decided to introduce ASML’s EUV scanners

Actively responding to demand for AI memory

SK Hynix is speeding up its memory semiconductor production capacity by introducing extreme ultraviolet (EUV) equipment worth KRW 12 trillion. The EUV used for the production of advanced DRAM, is expected to be deployed in key lines, including the semiconductor cluster currently under construction in Yongin, Gyeonggi-do, and is also expected to accelerate the transition to SK Hynix’s advanced 6th-generation (1c) process.

The company recently disclosed that it had decided to acquire EUV scanners from ASML, a Dutch equipment manufacturer. The total acquisition cost is approximately KRW 11.9496 trillion, equivalent to 9.97% of its total assets as of the end of 2024. The procurement will take place over approximately two years through December next year and includes installation and modification costs.
Although the company did not disclose the exact number of EUV units it is introducing, industry estimates suggest it may acquire more than 20 machines, given that each unit costs between KRW 300 billion and KRW 500 billion. With around 20 EUV systems already in operation, it more than doubles its EUV line.
The EUV to be introduced in large quantities this time will be deployed at Cheongju M15X plant, while a significant portion is also expected to be allocated to the first fab (Y1) at the Yongin cluster, scheduled to begin operations next year. The rapid introduction of EUV is intended to expand production capacity across the entire Yongin cluster, where wafer production is expected to increase to between 380,000 and 400,000 wafers per month in the future.
According to SK Hynix, the investment is aimed at addressing growing demand for AI memory including HBM, and expanding demand for general-purpose DRAM. The company is trying to expand its production capacity to stabilize supply following the increasing demand for general-purpose memory in the front industry including servers and mobile.


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