深天馬A(000050.SZ):前三季度公司車載業務收入同比實現10%增長
格隆匯11月16日丨深天馬A(000050.SZ)在投資者網上集體接待日活動表示,公司在車載前裝、車載儀表顯示市場的市佔率均保持全球第一(截止2023年上半年,Omdia)。今年前三季度,公司車載業務收入同比實現10%增長。出貨量上,LTPS技術加快滲透,LTPS車載產品出貨量同比增長近40%;直供車廠的汽車電子業務開始交付國際頭部客户;在主要新能源客户的份額加速提升。公司累計取得的新機會項目總額保持高位,LTPS項目金額佔比近70%,並涵蓋OLED、Local Dimming等技術,汽車電子、新能源等業務方向,以及全景式抬頭顯示等前沿產品。
公司看好車載顯示長期發展前景,在先進產能、技術研發、商業模式等多個方面均進行了短中長期佈局:已投建第8.6代線和新型顯示模組產線;已投建車載顯示研發中心和Micro-LED全製程產線,加強關鍵技術佈局;將依託在車載顯示領域的領先優勢,積極賦能汽車電子和新能源汽車業務的發展,打造車載業務的新增長引擎。
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