瑞聯新材(688550.SH):有機構預計未來5年OLED面板面積增速超過20%
格隆匯5月9日丨瑞聯新材(688550.SH)披露接待機構調研的會議紀要,就“OLED材料增速很快,今年能維持嗎?”,公司表示,OLED屏幕在中小面板滲透率目前在50%左右,尤其是摺疊屏手機的不斷增長,一部摺疊屏手機用到的OLED材料相當於普通手機的3倍;大尺寸面板中,OLED電視市佔率不足4%,還有很大提升空間;隨着新能源汽車的普及,OLED屏幕在車載顯示的應用也在不斷提升。有機構預計未來5年OLED面板面積增速超過20%,所以整體來看,OLED在未來是有很高的成長空間的。
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