TCL集團(000100.SZ)澄清媒體報道：TCL華星大尺寸持續滿銷滿產 1-11月出貨面積同比增16%
格隆匯12月12日丨TCL集團(000100.SZ)公佈，近日，有媒體報道稱：“TCL華星8.5代LCD面板的產量減少了10%……”，引起廣大投資者的關注及諮詢。公司董事會對相關情況進行核實如下：
TCL華星光電技術有限公司(下稱“TCL華星”)是公司半導體顯示及材料業務經營管理、以及上下游產業鏈佈局與協同的業務主體。自2009年成立以來，TCL華星在產業週期各階段均實現了較好盈利，效率和效益指標行業領先。TCL華星大尺寸和中小尺寸出貨面積處於高速增長期，受益於高世代線產能釋放和領先的線體工藝水平，產品結構持續優化，多場景應用加速擴張，增強了TCL華星的綜合競爭優勢。
1、大尺寸持續滿銷滿產：1-11月，出貨面積同比增長16%，商用顯示、電競等高附加值產品佔比顯著提升；兩條G8.5產線(t1、t2)持續提升工藝水平，新產品和新應用導入順利；t6產線按計劃出貨達產，t7產線建設項目順利推進，預計2021年量產。
2、中小尺寸定位中高端市場，銷量持續提升：G6的LTPS-LCD產線(t3)投片量已達50K大板，超出設計產能11.1%，保持滿銷滿產，LTPS-LCD產品Q3市場份額穩居全球第二；通過積極推進客户和產品結構升級，Q4至今，品牌客户出貨佔比及中高端產品佔比均創新高。G6柔性AMOLED產線(t4)經過半年多的產品研發和試產，AMOLED產品本月量產出貨。
今年以來，受全球半導體顯示產業供過於求影響，大尺寸面板均價連續下跌。隨着行業虧損擴大，行業重構洗牌和產品技術迭代加速，雖然未來兩年還有新的產能釋放，但同時也有一些企業或產能退出，供過於求將逐步緩解，目前大尺寸產品價格已呈企穩趨勢。
TCL華星將在堅持效率和規模領先的基礎上，把握行業整合和技術發展機遇，建立產品、技術和生態領先優勢，完善關鍵產業鏈佈局，成為全球領先的半導體顯示及材料公司。
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