TCL集團(000100.SZ)針對投資者關於AMOLED進展的迴應
格隆匯11月7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,有投資者提問:公司AMOLED的投產起步較晚,但為什麼進展如此迅速?TCL集團表示:雖然t4投產時間比較晚,但量產時間以及在動態摺疊方面的技術能力與同行之間差別不大,這主要取決於:1) t4產線定位於全柔性、可摺疊等高端產品市場,相對於剛性AMOLED而言,是從更新的全柔性技術切入,同行之間起跑差距很小;2)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。3)基於公司在t3產線儲備的LTPS基板技術和中高端客户資源,AMOLED產線的技術、產品和客户能做到快速導入;4)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。公司在屏下攝像、摺疊屏的技術吸引了韓國投資者的關注。
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