You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
沃格光電(603773.SH):預計玻璃基Mini LED背光其滲透率在MNT、筆電/pad、車載、TV等領域在未來3年內將會有較大提升
格隆匯 05-12 11:15

格隆匯5月12日丨沃格光電(603773.SH)於2023年4月27日至5月11日接受機構調研,問答環節中,就“請問玻璃基作為MiniLED背光,公司如何看其未來市場滲透情況?”,公司回覆稱,根據Omdia數據以及行業研究機構發佈的報吿顯示,全球LCD面板現有產能面積約為3.69億平米,其對應的背光源面積也約為3.69億平米。

Mini LED背光作為LCD顯示的新一代顯示形態,能極大提升LCD顯示效果,達到與OLED幾乎接近的顯示效果,同時能夠降低功耗、提升使用壽命、降低成本以及提升國產化率。同時有利於釋放全球現有LCD產能,延長其產業週期並帶動LED企業的發展。所以Mini背光已成為LCD顯示技術升級迭代的趨勢和方向,被行業逐步認可。

Mini背光憑藉上述優勢滲透率較往年已有一定提升,如需加快其滲透,需要能實現持續降本。Mini LED背光的區別主要體現在基板、發光芯片和驅動IC上,玻璃基與其他材質相比,由於玻璃基材質本身的高平整性、低熱膨脹係數、低翹曲度決定其能夠支撐更精密的線路、安裝更小的發光芯片、以及提升光效,以達到同樣的顯示效果可以使用更少的發光芯片,此外,通過提升IC通道數來降低驅動IC使用數量,以此來實現整個Mini顯示方案的降本,隨着顯示產品向高分區、輕薄、大尺寸方向發展,國內產能規模的逐步搭建,玻璃基Mini LED背光成本有望進一步下降並具備持續的降本空間以及產品形態的優化空間,預計玻璃基Mini LED背光其滲透率在MNT、筆電/pad、車載、TV等領域在未來3年內將會有較大提升。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account