深天馬A(000050.SZ):AMOLED柔性業務目前還在爬坡中,尚未實現盈虧平衡
格隆匯6月7日丨深天馬A(000050.SZ)在5月26日(週五)15:30-16:30特定對象調研表示,公司AMOLED柔性業務不斷進步中,將持續積極拓展客户項目、提升份額、規格,目前還在爬坡中,尚未實現盈虧平衡,但公司一直為實現此目標積極努力。公司持續加強柔性AMOLED手機技術與產品開發,出貨量季度環比持續提升。今年一季度,公司多款獨供、與客户深度共研項目實現首發。
根據業界統計,一季度各主流品牌發佈的採用柔性AMOLED的新機約20款,其中由公司獨供或參與供貨的新機超過半數,新機覆蓋率超過50%。隨着公司最新的AMOLED產線TM18提前點亮、首批產品已向行業品牌客户出貨,公司整體柔性AMOLED業務開始進入全面發力期。2023年,公司將繼續加強AMOLED手機技術與產品開發,攻關重點技術,專項提升產品性能,推進與核心客户的深度合作,進一步提升客户端項目覆蓋、項目份額和產品規格,計劃年內推出摺疊產品,同時發揮武漢G6和廈門G6AMOLED產線協同優勢,實現AMOLED手機業務快速增長。
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