頎中科技(688352.SH):半導體顯示產業鏈持續轉移和發展將為公司提供重要市場保障
格隆匯9月20日丨頎中科技(688352.SH)近期在接待機構投資者調研時表示,中國大陸是消費電子最大的消費市場,且顯示面板、顯示驅動IC設計、製造及封測產業均呈現由韓國、中國台灣向中國大陸轉移的趨勢。近年來,隨着中國大陸在LCD面板行業中逐漸樹立領先地位,催生出集創北方、格科微、豪威科技、奕斯偉計算等廠商在LCD顯示驅動芯片領域迅速崛起。隨着海思半導體、雲英谷等芯片設計公司不斷加強相關領域的佈局以及京東方等面板廠AMOLED面板出貨量的持續上升,AMOLED顯示驅動芯片行業也將延續向中國大陸轉移的態勢。
中長期來看,半導體顯示產業鏈的持續轉移和發展將為公司提供重要市場保障,消費電子市場週期性下滑,不會影響中長期的下游需求。具體而言,隨着中國大陸面板廠逐漸樹立全球領先地位,上游晶圓製造廠商產能持續擴充,顯示驅動芯片設計公司快速發展,疊加境內智能手機、高清電視終端廠商競爭力不斷提升,中國大陸顯示產業鏈的發展壯大是長期趨勢,境內客户將成為公司未來發展的重要支撐。同時,境外芯片設計公司也需要不斷髮展境內業務,而公司主要經營地處於合肥和蘇州兩地,具有貼近晶圓廠、面板廠的區位優勢,基於市場化商業因素考量,境外客户也將與公司持續保持穩定的合作關係。
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