清溢光電(688138.SH):公司已經完全具備8.6代及以下高精度掩膜版相關技術,相關產品已獲得客户認可且已經量產出貨
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:公司為什麼會聚焦在 8.6 代線及以下產品?而不考慮 10 代線呢?
答:1)從掩膜版產品的市場需求角度來看,預計 8.6 代及以下高精度掩膜版的市場需求更大。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,需要的掩膜版張數較少、技術要求不高且更新換代速度相對較慢,每套掩膜版使用週期較長;而 6 代 AMOLED/LTPS 掩膜版主要終端產品為手機、VR、AR、平板等領域,每套 TFTArray 需要的掩膜版張數較多,產品迭代速度較快,每套掩膜版使用週期較短,開模需求相對較多;
2)公司已經完全具備 8.6 代及以下高精度掩膜版相關技術,相關產品已獲得客户認可且已經量產出貨。公司在 8.6 代及以下高精度掩膜版領域技術儲備能力較強、交期優勢明顯;
3)8.6 代線及以下相較 10 代線原材料供應商多。在較多采購渠道下,公司議價能力相對增強,從而進一步降低材料成本。
綜上,公司緊隨下游行業運用向更高精度發展的趨勢,充分利用自身在高精度方面的技術優勢,結合對下游市場需求的預判,將合肥清溢光電有限公司定位在更為適合自身經營的 8.6 代線及以下產品。
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