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OLED设备国产化进程不断加速
[ 人气:561 日期:2019-3-18 ]

DANGQIANGUONEIDEXIANSHIMIANBANCHANYECHUYUKUAISUFAZHANJIEDUAN,SUIZHEJINGDONGFANG、TIANMAWEIDIANZI、GUOXIANGUANGDIAN、ZHONGDIANXIONGMAO、ROUYUKEJI、HUAXINGGUANGDIANDENGMIANBANCHANGSHANGDEDAJUTOUZI,GUONEIPINGBANXIANSHIXINGYECHANNENGCHIXUKUOZHANG,YOUCIYEDAIDONGLEPINGBANXIANSHIQIJIANSHENGCHANSHEBEIZHIZAOXINGYEDEKUAISUFAZHAN。

ZUOWEIPINGBANXIANSHIMOZUZUZHUANGSHEBEICHANGSHANG,LIANDEZHUANGBEIDECHANPINHANGAILEPINGBANXIANSHIMOZUZUZHUANGSHENGCHANJIEDUANDEGEXIANGGUANJIANCHENGXU,GONGSIJIANGHUICHIXUSHOUYIXIAYOUMIANBANCHANGSHANGDEXUQIUZENGZHANGYIJIJINKOUTIDAIBUFENDECHANNENGZHIHUAN。

与欧菲/京东方/华为等均有合作 加快OLED设备国产化进程

JUXI,LIANDEZHUANGBEIZHUYAOZHILIYUPINGBANXIANSHIMOZUZUZHUANGSHEBEIDEYANFA、SHENGCHANHEXIAOSHOU,ZHUYAOCHANPINBAOKUOPIANTIESHEBEI、BANGDINGSHEBEI、TIEHESHEBEI、JIANCESHEBEIJIQITAZIDONGHUASHENGCHANSHEBEI,ZHILIYUWEIPINGBANXIANSHIQIJIANSHENGCHANQIYETIGONGZHUANYEHUADEZHIZAOSHEBEIHEZHENGXIANJIEJUEFANGAN。

3YUE13RI,LIANDEZHUANGBEIZAITOUZIZHEGUANXIHUODONGZHONGBIAOSHI,GONGSITIGONGDEZHENGXIANCHANPINZHUYAOFENBANGDINGJITIEHELEIZHENGXIAN。QIZHONG,COFBANGDINGSHIJINJINIANDEREMENJISHU,GONGSIYIJINGZAIOUFEI、GUOXIANDENGKEHUSHIXIANXIAOSHOUDINGDAN;XINCHANPINTVMOZUZHENGXIANYEYIJIAOFUHUIKESHIXIANDINGDAN;ERTIEHEZHENGXIANZHUYAOSHITIGONGJIKEHUJINGDONGFANGDENGKEHU。

CIWAI,LIANDEZHUANGBEIYUHUAWEIJIANLILELIANGHAODEHEZUOGUANXI,ZHUYAOWEIQITIGONGZIDONGHUASHEBEI,SHIXIANRENGONGTIDAI。ZHUYAOCHANPINBAOKUO3DTIEHESHEBEI、ZHIWENMOKUAIZIDONGZUZHUANGSHEBEI、ROUXINGSHOUJIZHUANGPEIXIAN、ZIDONGDIANJIAOJI、WAIGUANJIANCESHEBEI、UIJIANCESHEBEIYIJIQITACESHIJIZIDONGJIANCEKONGZHIXITONG、ZHONGDUANZIDONGHUAPINGTAIMOZUKONGZHIXITONGDENG。

ZHIDEYITIDESHI,HUAWEIYIYULIANDEZHUANGBEINEIBUSHELIGONGCHENGSHIYANSHI,YISHIXIANGENGHAODEXIANGMUKAIFA。

另外,OLED作为下一代主流显示技术,OLED面板产业相较液晶技术发展前景更广阔,利润空间也更大。近两年,国内厂商京东方、天马、华星光电等厂商纷纷加码OLED建设,并有望在OLED时代获得弯道超车机遇

DANSHIOLEDSHANGYOUCAILIAOLINGYUSHIRIHANOUMEIDETIANXIA,XIANGGUANJISHUZHUYAOZHANGWOZAIRIBENCHUGUANGXINGCHAN、BAOTUGUHUAXUE、MEIGUOUDCGONGSIYIJIYIXIEHANGUOGONGSIDESHOUZHONG,QIZHONGRIHANXICHANGSHANGYUEZHAN80%DESHICHANGFENE。YOUYUQIANDUANSHEBEIJIZHONGDUANSHEBEISHEJIDEJISHUNANDUJIAODA,JINGDONGFANGDENGMIANBANCHANGSHANGMUQIANYONGYUSHENGCHANOLEDPINGDESHEBEIDADUOYOUGUOWAISHEBEICHANGSHANGTIGONG。

2018年底,韩国政府拟限制OLED生产设备的出口,计划将OLED设备指定为“国家核心技术”。目前国内OLED产线设备多采购于美日韩,其中韩国在激光设备、贴合邦定设备、Cell/Module检测设备有竞争优势。

此次事件凸显供应链安全的重要性,在自主可控的要求下,国产设备有望迎来进口替代的更多机遇,国内设备厂商有机会向下游客户提供相关OLED生产设备待验证,加快了OLED设备的国产进程。

LIANDEZHUANGBEIYEJIANGZAIZHEIYIJIYUZHONGZHUAZHUSHANGJI,SHUNSHIERWEI。 MUQIAN,LIANDEZHUANGBEIZAIBAOCHIGONGSIZAIHOUDUANMOZUSHEBEIYANFAZHONGDEYOUSHIDETONGSHI,ZAIMIANBANZHONGQIANDUANZHICHENGSHEBEISHANGYEJIJIYANFA,JIAQIANGDUIGUONEIXIANSHIXINGYEDESHENTOULV。

LINGWAI,SUIZHEMIANBANCHANGSHANGZAIOLEDSHANGDEDAJUTOUZIHEOLEDZAIZHONGDUANYINGYONGDEZENGDUO,XIAYOUQIYEDUICUNLIANGSHEBEIDESHENGJIXUQIUJIDUILAOJIUSHEBEIDEGENGHUANXUQIUYEZAIYIDINGCHENGDUSHANGCUJINLELIANDEZHUANGBEIDINGDANDEZENGZHANG,CONGERDAIDONGLEGONGSIYEJIDEZENGZHANG。

2018年营收同比增长42.32% 重点布局新型半导体柔性显示领域

2YUE28RIXIAOXI,LIANDEZHUANGBEIFABULE2018NIANCAIBAO,GONGGAOXIANSHI,BAOGAOQINEISHIXIANYINGSHOU6.64YIYUAN,TONGBIZENGZHANG42.32%;GUISHUYUSHANGSHIGONGSIGUDONGDEJINGLIRUN8527.04WANYUAN,TONGBIZENGZHANG50.86%;JIBENMEIGUSHOUYIWEI0.60YUAN,TONGBIZENGZHANG50%。

CIQIAN,LIANDEZHUANGBEIYECENGPILU,2018NIAN6YUEHUODEGIS-KYYECHENGDE1.08YIYUANSHEBEIDINGDANHECHENMEI(SHAMEN)1.12YIYUANRENMINBIDEDINGDAN。

CHULEZAIZHONGXIAOCHICUNMOZUZUZHUANGLINGYUBUDUANDUIYINGKEHUDEXUQIUKAIFAXINXINGZUZHUANGSHEBEI,2018NIAN,LIANDEZHUANGBEIZAIDACHICUNYANFASHANGKUACHULELISHIXINGDEYIBU,ZAIDACHICUNPINGBANGDINGSHEBEISHANGYOULEXINDETUPOBINGSHIXIANLEXIAOSHOUDINGDAN。

ZAIBANDAOTILINGYU,LIANDEZHUANGBEIYIHERIBENQUANZIZIGONGSILiande·J·R&DZHUSHIHUISHEYANFATUANDUIJIJIJINXINGBANDAOTIFENGZHUANGSHEBEIDEYANFA。MUQIANYANFACHENGGUOYIYOUBANDAOTIDAOZHUANGSHEBEIHESFOGUANGXUEXITONGJIANCEJISHEBEI,JUNCHUYUYANGJIDIAOSHIJIEDUAN,RUOJINZHANSHUNLI,ZHEIYIXINCHANPINJIANGHUICHENGWEIGONGSIWEILAIXINDEZENGZHANGDIANZHIYI。

总体而言,联得装备作为国内模组设备领域的龙头企业之一,通过与欧菲科技、京东方、华为等一线客户建立了良好的合作关系,实现了快速成长。此外,随着OLED面板进入爆发式增长,国产OLED设备商将迎来极佳的发展机遇。

FULANGGUANGXUESHIYIJIAZHUANZHUYUZHINENGZIDONGHUAFANGHU、GEJIANBANCAIZUHEDEDUOYUANHUAPINPAIZHIZAOSHANG。8NIANLAI,WOMENZHILIYUWEIGUONEIWAIJIEJINGSHIFANGHU、FANGJINGDIANFANGHUCAILIAO、ZHINENGJIXIEFANGHUZHAO(GEJIAN)DENGXUQIUQIYETIGONGJIGONGNENG、ANQUAN、KEJIYUYITIDEHUANBAOSUBANJIEJUEFANGAN。

ZHUYAOJISHUXIANGMU:BIAOMIANYINGHUA,FANGXUANGUANG,FANGJINGDIAN,FANGZHIWEN,NCVMDENG,JICAIPMMABAN,PCBAN,FUHEBAN。YINGYONGYUHEIBAIJIADIANMIANBAN、SHOUJIJINGPIAN、DIANCHIGAI、ANFANGMIANBAN、DAYINJIMIANBAN,QICHEZHONGKONGMIANBAN,YIBIAOZONGCHENGMIANBANDENGDENG

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