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清溢光電(688138.SH):公司目前沒有進入到10代的規劃
格隆匯 01-16 15:57

格隆匯1月16日丨清溢光電(688138.SH)接受特定對象調研時表示,公司目前沒有進入到10代的規劃,主要基於以下兩方面原因:

(1)10代掩膜版的應用場景不多,市場需求相對較少,10代掩膜版主要應用終端產品為電視顯示屏、工業控制顯示器等,顯示像素要求不高,且終端產品更新換代速度相對較慢,每套掩膜版使用週期較長,下游面板廠商開模需求相對較少;

(2)目前10代掩膜版光刻產能過剩,且對產品精度要求不高,10代掩膜版較6代的AMOLED/LTPS等高精度掩膜版不具備優勢。

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