京東方A(000725.SZ):2023年預計柔性AMOLED產品的出貨量有望保持大幅增長
格隆匯2月22日丨京東方A(000725.SZ)在2月14日接受特定對象調研時表示,2022年,柔性AMOLED整體行業出貨保持增長態勢,在智能手機領域的滲透率持續提升,在筆記本電腦、車載等新應用領域嶄露頭角,但受終端消費疲軟的影響,行業整體出貨增長率不及預期;同時,在部分客户入門級產品中出現明顯的低價競爭,入門級柔性AMOLED產品價格出現大幅下降。
面對市場的諸多不利影響,2022年公司柔性AMOLED基本完成年度出貨量目標,較去年繼續保持3成以上增長,高端產品佔比提升尤為顯著,在車載、筆記本電腦等新應用領域實現量產突破。但由於折舊壓力以及安卓系客户產品的營利性大幅下降,公司柔性AMOLED事業業績仍然承壓。
2023年,隨着公司柔性AMOLED業務的持續成長,以及客户端份額的持續增加,預計公司柔性AMOLED產品的出貨量有望保持大幅增長;同時,公司將持續提升高端產品出貨比例,提升產品組合營利性,推動LTPO、摺疊、車載、IT等新技術、新細分領域的加速增長,力爭柔性AMOELD事業的業績改善。
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