# \u65b0\u76f8\u5fae\u7ec8\u6b62AMOLED\u9879\u76ee\u8f6c\u88655\u4ebf\u73b0\u91d1\u6d41\uff0c\u7f29\u8868\u4e0d\u7f29\u7814\u53d1\u7684\u53d6\u820d\u8d26<\/p>\n
\u628a 5.09 \u4ebf\u5143\u52df\u96c6\u8d44\u91d1\u4ece AMOLED \u4ea7\u4e1a\u5316\u9879\u76ee\u4e0a\u64a4\u4e0b\u6765\uff0c\u8f6c\u6210\u8d26\u4e0a\u7684\u6d41\u52a8\u8d44\u91d1\u2014\u2014\u79d1\u521b\u677f\u663e\u793a\u9a71\u52a8\u82af\u7247\u516c\u53f8\u65b0\u76f8\u5fae\uff08688593.SH\uff09\u7528\u8fd9\u5957\u52a8\u4f5c\uff0c\u628a\u81ea\u5df1\u7684\u6218\u7565\u9009\u62e9\u644a\u5f00\u4e86\u3002\u6839\u636e\u516c\u53f8\u516c\u544a\uff0c2026 \u5e74 4 \u6708 23 \u65e5\u8463\u4e8b\u4f1a\u5ba1\u8bae\u901a\u8fc7\u7ec8\u6b62\u300c\u5408\u80a5 AMOLED \u663e\u793a\u9a71\u52a8\u82af\u7247\u7814\u53d1\u53ca\u4ea7\u4e1a\u5316\u9879\u76ee\u300d\uff0c\u8282\u4f59\u52df\u96c6\u8d44\u91d1\uff08\u542b\u5229\u606f\uff0950875.04 \u4e07\u5143\u6c38\u4e45\u8865\u5145\u6d41\u52a8\u8d44\u91d1\uff1b5 \u6708 28 \u65e5\u80a1\u4e1c\u4f1a\u653e\u884c\uff0c7 \u6708 1 \u65e5\u5b8c\u6210\u52df\u96c6\u8d44\u91d1\u4e13\u6237\u6ce8\u9500\u3002\u8fd9\u4e0d\u662f\u5b64\u7acb\u52a8\u4f5c\uff1a2025 \u5e74 10 \u6708 24 \u65e5\uff0c\u516c\u53f8\u5df2\u7ecf\u7ec8\u6b62\u8fc7\u5408\u80a5\u663e\u793a\u9a71\u52a8\u82af\u7247\u6d4b\u8bd5\u751f\u4ea7\u7ebf\u5efa\u8bbe\u9879\u76ee\uff0c\u540c\u6837\u662f\u8282\u4f59\u8d44\u91d1\u8865\u6d41\uff1b\u4e0e\u6b64\u540c\u65f6\uff0c\u4e0a\u6d77\u5148\u8fdb\u663e\u793a\u82af\u7247\u7814\u53d1\u4e2d\u5fc3\u9879\u76ee\u7684\u8fbe\u5230\u53ef\u4f7f\u7528\u72b6\u6001\u65e5\u671f\u4ece 2026 \u5e74 6 \u6708\u63a8\u8fdf\u5230\u4e86 2027 \u5e74 6 \u6708\u3002<\/p>\n
\u4e09\u4ef6\u4e8b\u8fde\u8d77\u6765\u770b\uff0c\u6307\u5411\u540c\u4e00\u4e2a\u7ed3\u8bba\uff1a\u8d44\u672c\u5f00\u652f\u7eaa\u5f8b\u538b\u5012\u4e86\u4ea7\u80fd\u91ce\u5fc3\u3002\u6b62\u635f\u7684\u7406\u7531\u662f\u9879\u76ee\u56de\u62a5\u6d4b\u7b97\u4e0d\u8fbe\u6807\uff0c\u800c\u300c\u6ca1\u94b1\u7ee7\u7eed\u6295\u300d\u4e5f\u6709\u5b9e\u636e\u2014\u2014\u516c\u53f8 2023 \u5e74 5 \u6708 IPO \u52df\u8d44\u51c0\u989d 9.166 \u4ebf\u5143\uff0c\u6b64\u524d\u5e74\u5ea6\u5df2\u4f7f\u7528\u7ea6 2.25 \u4ebf\u5143\uff0c\u622a\u81f3 2026 \u5e74 6 \u6708\u672b\u52df\u96c6\u8d44\u91d1\u4f59\u989d\u53ea\u5269 6.29 \u4ebf\u5143\u3002\u8865\u6d41\u7684\u76f4\u63a5\u597d\u5904\u4f53\u73b0\u5728\u62a5\u8868\u4e0a\uff1a\u524d\u4e09\u5b63\u5ea6\u8d22\u52a1\u8d39\u7528\u4e3a -555.73 \u4e07\u5143\uff0c\u8d22\u52a1\u538b\u529b\u786e\u5b9e\u8f7b\u4e86\u3002<\/p>\n
\u4f46\u7ffb\u5f00\u4e09\u5b63\u62a5\uff0c\u8fd9\u4efd\u300c\u5b89\u5168\u611f\u300d\u8981\u6253\u4e2a\u95ee\u53f7\u3002\u524d\u4e09\u5b63\u5ea6\u516c\u53f8\u8425\u6536 4.65 \u4ebf\u5143\u3001\u540c\u6bd4\u589e\u957f 6.44%\uff0c\u5f52\u6bcd\u51c0\u5229\u6da6 746.86 \u4e07\u5143\u3001\u540c\u6bd4\u4e0b\u964d 8.66%\uff0c\u6263\u975e\u51c0\u5229\u6da6 347.43 \u4e07\u5143\u3001\u540c\u6bd4\u4e0b\u964d 36.49%\u3002\u7b2c\u4e09\u5b63\u5ea6\u5355\u5b63\u770b\u4f3c\u5728\u4fee\u590d\u2014\u2014\u6263\u975e\u51c0\u5229\u6da6 152.72 \u4e07\u5143\u3001\u540c\u6bd4\u589e\u957f 35.05%\u2014\u2014\u4f46\u5e02\u573a\u5f88\u5feb\u6307\u51fa\u8fd9\u79cd\u4fee\u590d\u7684\u6210\u8272\uff1a\u767e\u4e07\u5143\u7ea7\u7684\u4f4e\u57fa\u6570\u4e0a\uff0c\u5c0f\u5e45\u6ce2\u52a8\u5c31\u80fd\u9020\u51fa\u5927\u5e45\u540c\u6bd4\uff0c\u5355\u5b63\u8425\u6536\u53ea\u589e 1.03%\u3001\u73af\u6bd4\u8fd8\u5728\u4e0b\u964d\uff0c\u5229\u6da6\u53cd\u5f39\u5e76\u4e0d\u6765\u81ea\u4e3b\u4e1a\u653e\u91cf\u3002\u66f4\u503c\u5f97\u7559\u610f\u7684\u662f\u73b0\u91d1\u6d41\uff1a\u4e0a\u534a\u5e74\u7ecf\u8425\u73b0\u91d1\u6d41\u51c0\u989d 6461.84 \u4e07\u5143\u3001\u540c\u6bd4\u589e\u957f 94.93%\uff0c\u5176\u4e2d\u5305\u542b\u4ea7\u80fd\u4fdd\u8bc1\u91d1\u6536\u56de\u8fd9\u7c7b\u4e00\u6b21\u6027\u56e0\u7d20\uff1b\u62c9\u957f\u5230\u524d\u4e09\u5b63\u5ea6\uff0c\u7ecf\u8425\u73b0\u91d1\u6d41\u51c0\u989d\u53ea\u5269 901.43 \u4e07\u5143\u3001\u540c\u6bd4\u5927\u964d 80.49%\u3002\u628a\u73b0\u91d1\u6d41\u6539\u5584\u5f53\u6210\u76c8\u5229\u62d0\u70b9\uff0c\u5bb9\u6613\u8bef\u5224\u3002<\/p>\n
\u5e02\u573a\u7684\u53cd\u5e94\u76f8\u5f53\u76f4\u63a5\u3002\u4e09\u5b63\u62a5\u62ab\u9732\u540e\uff0c11 \u6708 3 \u65e5\u65b0\u76f8\u5fae\u5927\u8dcc 10.55% \u6536\u4e8e 21.46 \u5143\uff0c\u4e3b\u529b\u8d44\u91d1\u51c0\u5356\u51fa 2436.41 \u4e07\u5143\uff1b\u4e24\u5929\u540e\u7684 11 \u6708 5 \u65e5\u53c8\u53cd\u5f39 3.24% \u6536 25.20 \u5143\u3002\u4ee5 10 \u6708 30 \u65e5\u6536\u76d8\u4ef7\u8ba1\uff0c\u5176\u5e02\u76c8\u7387 TTM \u7ea6 1249.8 \u500d\u2014\u2014\u5e02\u573a\u6ca1\u6709\u4e3a\u300c\u6536\u7f29\u6551\u62a5\u8868\u300d\u7ed9\u51fa\u6210\u957f\u6ea2\u4ef7\u3002\u540c\u82b1\u987a\u6295\u987e\u5e73\u53f0\u7684\u62c6\u89e3\u8fd8\u7b97\u4e86\u4e00\u7b14\u540c\u884c\u8d26\uff1a\u65b0\u76f8\u5fae\u524d\u4e09\u5b63\u5ea6\u6bdb\u5229\u7387 16.65%\uff0c\u4f4e\u4e8e\u5fb7\u660e\u5229\u7684 41.32%\u3001\u7d2b\u5149\u56fd\u5fae\u7684 53.89%\uff0c\u5728\u53ef\u6bd4\u516c\u53f8\u4e2d\u5c45\u504f\u4f4e\u4e00\u7aef\u3002<\/p>\n
\u6536\u7f29\u8def\u7ebf\u7684\u53e6\u4e00\u534a\u662f\u300c\u4e0d\u7f29\u7814\u53d1\u300d\u3002\u4e0a\u534a\u5e74\u7814\u53d1\u6295\u5165\u5360\u8425\u6536 12.12%\uff0c\u7b2c\u4e09\u5b63\u5ea6\u7814\u53d1\u8d39\u7528 1561.36 \u4e07\u5143\u3001\u8d39\u7528\u7387 10.23%\uff0c\u4ecd\u4fdd\u6301\u4e24\u4f4d\u6570\u5f3a\u5ea6\uff1b\u516c\u53f8\u7ee7\u7eed\u6253\u78e8 AMOLED \u9a71\u52a8\u3001\u8f66\u8f7d\u65f6\u5e8f\u63a7\u5236\u3001AR \u5fae\u663e\u793a\u7b49\u65b0\u54c1\uff0c\u5e76\u63a2\u7d22 MicroLED \u5149\u4e92\u8fde\u6280\u672f\u3002\u8fd9\u662f\u4e00\u7b14\u660e\u786e\u7684\u53d6\u820d\uff1a\u4e0d\u518d\u7528\u52df\u96c6\u8d44\u91d1\u5efa\u91cd\u8d44\u4ea7\u4ea7\u7ebf\uff0c\u6539\u7528 Fab-lite \u6a21\u5f0f\u9760\u4ee3\u5de5\u4ea7\u80fd\u627f\u63a5\u2014\u2014\u8d44\u4ea7\u66f4\u8f7b\u3001\u6298\u65e7\u538b\u529b\u66f4\u5c0f\uff0c\u4f46\u4ea7\u80fd\u3001\u826f\u7387\u4e0e\u6210\u672c\u63a7\u5236\u6743\u90fd\u4ea4\u5230\u4e86\u4ee3\u5de5\u5382\u624b\u91cc\u3002\u4ee3\u4ef7\u6b63\u5728\u653e\u5927\uff1aAI \u7b97\u529b\u6324\u5360\u6210\u719f\u5236\u7a0b\u4ea7\u80fd\uff0c2026 \u5e74\u5168\u7403 8 \u82f1\u5bf8\u4ee3\u5de5\u603b\u4ea7\u80fd\u9884\u8ba1\u840e\u7f29 2.4%\u3001\u4ee3\u5de5\u4ef7\u683c\u4e0a\u6da8 15%-25%\uff0c\u5bf9\u4e00\u5bb6\u6bdb\u5229\u7387\u53ea\u6709 16% \u51fa\u5934\u7684 Fab-lite \u8bbe\u8ba1\u516c\u53f8\uff0c\u6da8\u4ef7\u5f88\u96be\u5185\u90e8\u6d88\u5316\u3002<\/p>\n
AMOLED \u672c\u8eab\u7684\u884c\u4e1a\u7a97\u53e3\u4e5f\u672a\u5fc5\u7b49\u5f97\u8d77\u30022026 \u5e74\u4e2d\u56fd\u67d4\u6027 OLED \u624b\u673a RAMless DDIC \u9700\u6c42\u91cf\u9884\u8ba1\u540c\u6bd4\u589e\u957f 64.4% \u81f3 1.5 \u4ebf\u9897\uff0cAMOLED \u624b\u673a DDIC \u662f\u9a71\u52a8\u82af\u7247\u7ec6\u5206\u91cc\u5c11\u6570\u6b63\u589e\u957f\u7684\u54c1\u7c7b\uff08+4%\uff09\uff1b\u4f46\u56fd\u4ea7\u66ff\u4ee3\u7684\u7ea2\u5229\u6682\u65f6\u96c6\u4e2d\u5728\u522b\u4eba\u624b\u91cc\u2014\u2014\u54c1\u724c\u624b\u673a\u5e02\u573a\u7531 LSI\uff0842.5%\uff09\u3001\u8054\u548f\uff0813.4%\uff09\u3001LX Semicon\uff0811.2%\uff09\u3001\u745e\u9f0e\uff088.4%\uff09\u4e3b\u5bfc\uff0cAMOLED DDIC \u56fd\u4ea7\u5316\u7387 2025 \u5e74\u624d\u7ea6 12.3%\u3002\u65b0\u76f8\u5fae\u7684\u6280\u672f\u5e76\u4e0d\u5f31\uff1a\u5176 8V AMOLED \u9a71\u52a8\u5728 6V \u5236\u7a0b\u4e0a\u5b9e\u73b0\uff0c\u5df2\u964d\u4f4e\u5f00\u53d1\u4e0e\u5236\u9020\u6210\u672c\u3001\u4ea7\u54c1\u4e5f\u5b9e\u73b0\u51fa\u8d27\uff1b\u53ef\u300c\u5df2\u51fa\u8d27\u300d\u4e0e\u300c\u89c4\u6a21\u91cf\u4ea7\u3001\u8fdb\u5165\u54c1\u724c\u65d7\u8230\u300d\u4e4b\u95f4\u9694\u7740\u4e00\u4e2a\u9a8c\u8bc1\u5468\u671f\uff0c\u516c\u53f8\u59cb\u7ec8\u6ca1\u6709\u62ab\u9732 AMOLED \u6536\u5165\u5360\u6bd4\u3001\u5ba2\u6237\u540d\u5355\u4e0e\u51fa\u8d27\u91cf\u3002<\/p>\n
\u7ec8\u6b62\u4ea7\u4e1a\u5316\u9879\u76ee\u80fd\u6551\u62a5\u8868\uff0c\u6551\u4e0d\u4e86\u4f30\u503c\u2014\u2014\u91c7\u96c6\u6e90\u7684\u8fd9\u4e2a\u5224\u65ad\uff0c\u4e0e\u5e02\u573a\u7684\u5b9a\u4ef7\u884c\u4e3a\u5f7c\u6b64\u5370\u8bc1\u3002\u5bf9\u6536\u7f29\u8def\u7ebf\u6700\u516c\u5141\u7684\u63cf\u8ff0\u6216\u8bb8\u662f\uff1a\u516c\u53f8\u4fdd\u4f4f\u4e86\u73b0\u91d1\u6d41\u548c\u7814\u53d1\uff0c\u628a\u4e00\u6761\u53ef\u80fd\u7684\u4e2d\u957f\u671f\u589e\u957f\u66f2\u7ebf\u4ece\u5efa\u8bbe\u671f\u63a8\u56de\u4e86\u7814\u53d1\u671f\uff1b\u5b83\u73b0\u5728\u9700\u8981\u7684\u4e0d\u662f\u53c8\u4e00\u4e2a\u65b0\u9879\u76ee\uff0c\u800c\u662f\u4e00\u4e2a\u80fd\u8fdb\u54c1\u724c\u624b\u673a\u91cf\u4ea7\u540d\u5355\u7684 AMOLED \u8ba2\u5355\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"
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