投資者現場參觀武漢華星光電 柔性OLED進展成關注焦點
格隆匯11月6日丨TCL集團(000100.SZ)近日進行了現場參觀武漢華星光電柔性OLED的投資者關係活動,近30家單位參與。期間,柔性OLED進展成投資者關注焦點。
TCL集團表示,TCL華星的t4柔性AMOLED產線定位於中高端市場,在屏下攝像、可摺疊等差異化技術領域取得很多領先優勢,目前客户開拓進展順利,預計今年四季度量產出貨。屏下攝像產品預計2020年內量產,已獲得國內外一線品牌的高度關注。t4產線在今年四季度量產第1期,2020年中開始搬入2期,隨後會加快3期進展。
對於公司AMOLED投產時間雖晚於友商,但仍可實現彎道超車的原因,TCL集團表示,華星光電早在2年前就在t3投入了一條4.5代柔性AMOLED實驗線,為t4快速量產做好前期技術和人才儲備。另外,t4產線所採購的核心設備均為業內最先進設備,後發優勢明顯,量產爬坡進展符合預期。
TCL集團還稱,中小尺寸產品盈利能力顯著提升,主要因:t3產線擁有行業頂尖的核心設備,在高階產品研發方面具備一定硬件優勢;今年開始,t3產線不斷提升對品牌客户的模組出貨佔比,模組出貨價格比玻璃出貨高;持續優化產品結構,積極開拓差異化技術產品,例如屏下指紋、更窄邊框等,提升產品毛利水平;同時,充分抓住車載、筆電等高成長高毛利的細分市場,進一步提升盈利水平。
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