探路者(300005.SZ):目前已具備中大尺寸的OLED摺疊屏供貨能力
格隆匯6月15日丨探路者(300005.SZ)在6月14日特定對象調研表示,目前G2
Touch的產品線分為LCD及OLED兩部分,其中LCD觸控IC產品主要聚焦於筆記本電腦,有三款產品,第一款適用於16:9筆記本顯示屏,第二款在第一款的基礎上擴展到16:10筆記本顯示屏,第三款在第二款基礎上增加了手寫筆功能;國內主要客户為BOE,於2016年成為其筆記本電腦觸控芯片主要供應商;OLED觸控IC共有三款產品,第一款定位於8寸以下OLED手機市場,第二款定位於中大尺寸OLED平板和筆記本電腦市場,第三款定位於車載市場,和三星共同研發車載產品,目前已完成第一階段的研發及樣品製作,產品已在2023年美國拉斯維加斯消費電子展展出,未來會隨着終端產品的銷售逐步放量。此外,在手機領域,G2獨特的技術路線可以實現通過觸摸芯片實現懸浮(非接觸)感應功能,和三星正在研討近場感應功能;目前已具備中大尺寸的OLED摺疊屏供貨能力。
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