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清溢光電(688138.SH):合肥工廠生產製作能力主要用於AMOLED/LTPS 等中高端產品
格隆匯 05-07 16:14

格隆匯5月7日丨清溢光電(688138.SH)接受特定對象調研時,有投資者問:請問公司合肥工廠和深圳工廠的產品類別是怎麼劃分的?目前的產能利用率的情況是怎麼樣的?

答:1)深圳工廠產品類別包括平板顯示掩膜版和半導體芯片掩膜版。深圳工廠(母公司)主要生產平板顯示掩膜版,2023 年加快產品結構調整的步伐,附加值較高的 FFM、TFT a-Si 等產品的出貨量增長較快提升了 FMM 大尺寸高精度掩膜版和觸控 PSM 高精度掩膜版的工藝技術能力,產品獲得了客户的認證並逐步量產。

2023 年 4 月,公司將半導體芯片掩膜版業務逐步劃轉至二級子公司深圳清溢微電子有限公司(以下簡稱"深圳清溢微")運營。2023 年上半年,深圳清溢微引進的清洗設備和 AOI 投產,且新引入光刻機在第三季度投產,進一步提升半導體芯片掩膜版的產能,2023 年下半年,深圳清溢微加快了芯片工藝平台建設進度,新產品逐步上量,改善了盈利水平。深圳清溢微將更好地滿足集成電路凸塊(IC Bumping)、集成電路代工(IC Foundry)、集成電路載板(IC Substrate)、MiniLED 芯片、MicroLED 芯片、微機電(MEMS)、Micro OLED 等市場的需求。

2)合肥工廠生產製作能力主要用於 AMOLED/LTPS 等中高端產品。合肥工廠的有源矩陣有機發光二極管(AMOLED)、低温多晶硅(LTPS)、微型發光二極管(MicroLED)高精度掩膜版工藝技術能力和產能提升,客户推廣成效顯著,產品量產能力快速提升,推出 6 代 AMOLED、MicroLED 掩膜版,獲得客户的認證並逐步量產。

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