蘋果分析師郭明錤一則推文,24億資金將深天馬A送上升停板
今日13:50開始,深天馬A突然強勢拉昇,並被5億大額封單金額封在升停板上。

消息面上,天風國際分析師郭明錤發推文表示,預測蘋果公司可能將在2024年上半年推出配備約7寸面板的全新設計HomePod,天馬為獨家面板供應商。對此,深天馬A回覆一財記者表示,目前並不瞭解天馬成為蘋果公司HomePod獨家面板供應商一事。
郭明錤:天馬首度打入Apple供應鏈
今日午間,蘋果分析師郭明錤發表一則推文表示,預測Apple可能將2024年上半年推出配備約7寸面板的全新設計HomePod,天馬為獨家面板供應商,國產面板廠商天馬將藉此機會首度打入蘋果供應鏈,成為新品的獨家供應商。

郭明錤表示積極看好天馬在Apple供應鏈的長期成長趨勢,認為出貨順利,天馬的下一個Apple訂單可能是iPad面板。
同時,郭明錤也非常看好天馬今年的營收,指出天馬目前Android手機面板產能滿載,產能利用率優於競爭對手。若此產能滿載狀況能持續至2H23,則2023年的營收與利潤或能擊敗市場預期。
雖然深天馬A最新的迴應是説不了解天馬成為蘋果公司HomePod獨家面板供應商一事,但這並不意味着深天馬A不是蘋果公司HomePod的面板供應商,有可能是保密協議。
據瞭解,HomePod是蘋果2017年推出的智能傢俱音響。今年1月,蘋果發佈發佈了HomePod 第二代產品,起售價為2299元。
深天馬A深耕顯示面板業務
深天馬A是國內規模最大的液晶顯示器及模塊製造商之一,聚焦中小尺寸顯示業務,以智能終端和車載為兩大核心業務,以IT顯示為重點加力方向。公司在2021年已是智能手機LTPS屏、車載屏出貨量的全球第一。截至2022年6月30日財報數據顯示,98%的營收來自顯示屏及顯示模組。

深天馬A在顯示屏行業擁有完整的產業佈局,公司擁有已形成從無源、a-SiTFT-LCD、LTPSTFT-LCD到AMOLED的中小尺寸全領域主流顯示技術佈局,擁有從第2代至第6代TFT-LCD(含a-Si、LTPS)產線、第5.5代AMOLED產線、第6代AMOLED產線以及TN、STN產線。
技術方面,目前,深天馬A已自主掌握TN/STN、TFT-LCD、AMOLED、觸控一體化技術(On-cell、In-cell)、柔性顯示、ForceTouchTEDPlus、HTD、CFOT、屏下攝像頭、屏下指紋識別、窄邊框、高刷新率等。
深天馬A在先進產能和前沿技術的佈局也在不斷推進,2022年宣佈投建包括第8.6代新型顯示面板產線、新型顯示模組產線、全製程Micro-LED試驗線、車載顯示研發中心等項目,目前均如期推進中。
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