深天馬A(000050.SZ):預計行業內柔性OLED手機產能呈偏緊的態勢將延續較長時間
格隆匯5月15日丨深天馬A(000050.SZ)接受特定對象調研時表示,從需求端來看,智能手機作為最重要的人機交互界面,智能化生活的必需品,隨着 5G 和生成式 AI 在手機領域的滲透,未來將呈現恢復式成長的態勢,其中,隨着摺疊、LTPO 等高端技術產能的釋放和在主流、旗艦機型上的應用,柔性 AMOLED 技術結構性成長趨勢明顯。
從供給端來看,目前行業主要用於智能手機屏幕製造的第六代柔性OLED 產能佈局已基本成形,新增產能空間較為有限。隨着對產能消耗更多的摺疊、LTPO 產品需求的增長、新技術(比如減偏光片、Tandem 等)產品的持續開發對量產產能的佔用,以及柔性 OLED 技術亦逐步向車載、IT 等中尺寸領域的滲透,預計行業內柔性 OLED 手機產能呈偏緊的態勢將延續較長時間。
在 AMOLED 手機面板市場供需改善的趨勢下,公司將緊抓行業發展機遇,加速產能釋放來更好的匹配需求節奏,並不斷技術創新,提升高規格產品的出貨量,持續優化產品結構,強化競爭力。
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