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瑞聯新材(688550.HK):整體來看,OLED在未來是有很高的成長空間的
格隆匯 08-08 07:49

格隆匯8月8日丨瑞聯新材(688550.HK)近期在接待機構投資者調研時表示,液晶終端產品整體市場的體量變化不大,未來的增長主要是面板平均尺寸的增長。對公司而言有兩個增長點:一是國外客户將部分單晶產品外放,另一方面,公司作為國內三家主要混晶廠商的核心供應商,液晶業務體量能夠隨着國產替代化進程的發展,國內下游混晶廠家市場份額的提升而增長。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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