TCL CSOT invested Y29.5bn ($4.14bn) in a Gen 8.6 OLED fab. The fab’s designed capacity is 22,500 glass substrates, each measuring 2290x2620mm. TCL CSOT’s IJP OLED technology will focus on medium-sized displays.
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Display Dynamics – October 2025: TCL CSOT is building the world’s first Gen 8.6 IJP OLED fab in Guangzhou, China
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The Analyst Team
Peter Su
Follow AnalystSenior Principal Analyst, Large Area Display Product Technology & Taiwan Display
Peter is an expert in research and analysis of large area displays (TVs, monitors, notebooks, and tablets), covering TFT, LCD, and OLED marketing, technology, and panel strategy. His analysis of supply capacity, product specifications, pricing, and short-term and long-term forecasts bring value to both panel makers and brand customers.
Peter joined Omdia (previously Display Search and then IHS Markit) in 2013, as part of the large area display analysis team.
Peter previously worked at AU Optronic, where he was notebook and tablet strategy product manager. He has a bachelor’s degree in economics from University of Victoria in Canada and a master’s degree in business administration from Concordia University in Wisconsin, US. Peter is a fluent speaker of Mandarin, Cantonese, and English.
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