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京東方A(000725.SZ):2023年全年公司柔性AMOLED出貨量目標為超過1.2億片

格隆匯6月13日丨京東方A(000725.SZ)於2023年5月26日接受摩根大通等等機構的調研、現場參觀,交流環節中,就“公司柔性AMOLED業務進展?”,公司回覆稱,2022年公司柔性AMOLED出貨量近8000萬片,同比增長超三成,基本完成年度出貨量目標,高端產品佔比提升尤為顯著。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,受折舊壓力影響,公司柔性AMOLED業務短期業績承壓。

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產品的出貨量有望繼續保持大幅增長。2023年一季度,公司柔性AMOLED出貨量接近3000萬片,2023年全年公司柔性AMOLED出貨量目標為超過1.2億片。未來公司將持續提升柔性AMOLED業務高端產品出貨比例,提升產品組合盈利性,推動LTPO、摺疊、車載、IT等新技術、新細分領域的加速增長,疊加未來公司柔性AMOLED生產線折舊陸續到期影響,公司柔性AMOELD業務的業績有望持續改善。

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