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TCL科技(000100.SZ)擬擴建LTPS產線 滿足中小尺寸市場增長需求
格隆匯 12-02 19:16

格隆匯獲悉,TCL科技(000100.SZ)12月2日公吿,公司擬投資150億元擴建一條第6代LTPS顯示面板生產線(t5),加工玻璃基板尺寸為1500mm×1850mm,設計產能為4.5萬片/月,生產車載、筆電、平板、VR顯示面板等中小尺寸高端顯示產品。

隨着數字經濟蓬勃發展,中小尺寸顯示產品市場前景廣闊,根據市調機構Omdia預測,到2025年中小尺寸面板出貨量達29億片,面板產值規模穩定在600億美元左右,車載、電競、IT和AR/VR等場景應用均呈現高速增長。

TCL華星將補齊中尺寸、優化產品結構作為核心戰略,上半年開始投建8.6代OXIDE產線(t9),並通過對既有6代LTPS產線的產能調整,完成技術、產品和客户儲備,平板、車載和筆電市場份額快速提升,VR/AR產品按計劃推進。

TCL科技表示,本次擴建第6代LTPS顯示面板生產線可與投建的氧化物半導體顯示產線(t9)在產品和技術上形成互補,有助於進一步完善公司中小尺寸產線佈局,提升公司在中小尺寸顯示領域的競爭實力,加快公司從大尺寸顯示產業全球領先向全尺寸顯示產業全球領先升級。

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