小米產業投資凸顯成效 智雲股份持續拓寬發展邊界
近期對外宣佈進軍新能源汽車的小米，讓小米產業鏈上的“小夥伴”也備受關注。智雲股份作為小米投資的企業，雙方此前在智能手機領域已經形成了良好的戰略協同，並且智雲股份正藉此不斷拓寬發展邊界。智雲股份介紹，公司向小米摺疊屏手機提供的折彎設備，是公司耗時兩年取得的研發突破，也是國產摺疊設備首次用於摺疊手機。
打破OLED模組核心生產設備國外壟斷
近日，小米發佈了其史上第一款摺疊屏手機——MIX Fold，而智雲股份作為小米投資的企業，此次間接向MIX Fold提供了顯示模組段的主力設備：如 清洗設備、貼合設備 、綁定設備、折彎設備等，該系列設備系真正自主研發，真正是國內唯一具備量產能力，且是唯一已經在全行業大批量交付，為頭部企業的旗艦產品提供生產服務。
智雲股份是目前國內顯示屏模組生產設備龍頭，具有顯示屏幕模組段全線核心生產設備，涉及LCD、OLED和mini LED等技術。其中，邦定、折彎、點膠、貼合等柔性OLED屏模組核心生產設備，在國內具有獨家性或領先性，打破了日韓對OLED模組核心生產設備的壟斷。
智雲股份介紹，公司從2020年以來，不僅通過收購深圳市九天中創自動化設備有限公司切入了後段模組的貼合領域，而且實現了國內主流OLED面板廠商全覆蓋並確認收入。目前，公司是國內唯一一傢俱有折彎設備，以及屏下攝像頭配套設備量產輸出能力的設備廠商。2020年前三季度，公司實現營業收入約7.31億元，同比增長221.8%。
對於未來，智雲股份將重點關注移動端，迎接5G、OLED和Mini LED等技術革新。同時，公司開發折彎、屏下攝像頭模組配套等設備，緊跟技術升級路線、滿足消費升級需求。
而根據市場需求預測，2020年至2022年，國內主流OLED廠商將新增10餘條OLED生產線，按照每條產線配備後道模組線15條至25條測算，設備市場規模將達到200億元至300億元。
小米造車加大想象空間
近期小米公吿切入新能源汽車領域，智雲股份生產的平板顯示模組設備，可用於生產新能源汽車車載屏等平板顯示模組。可以預見，隨着小米切入新能源汽車領域，智雲股份作為小米產業鏈上的小夥伴，未來可以開拓的市場也將進一步擴大。
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