Mini LED板塊走強 三安光電(600703.SH)漲超6%領漲
格隆匯12月1日丨Mini LED板塊走高,三安光電漲超6%領漲,木林森、乾照光電漲超4%,華燦光電、國星光電、深天馬A、京東方A等跟漲。調研機構集邦諮詢預計,隨着各家電視品牌廠商紛紛導入,以及技術提升、成本優化,2021年Mini LED背光液晶電視全球銷量將會達440萬台,佔整體電視市場約2%;到2025年全球Mini LED背光電視銷量將突破3550萬台。調研機構Omdia中國區研究總監張兵分析稱,Mini LED背光液晶電視市場明年將快速成長,但家用Mini LED直顯電視的成熟至少還需五年。CMMA會長、利亞德集團董事長李軍認為,當前產業正處於Mini LED背光技術加速應用推廣、Micro LED量產技術攻關的關鍵時期。

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