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发布时间:2023-08-26 11:32

2023ȶ»ᾭӪ£

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1ڣ˾Ӫҵͬ7,554.60Ԫͬ22.10%Ҫϵ̼ӴƷȣĤ˾ܵĶ

2ڣ˾ëʽͬ1.04ٷֵ㣬Ҫϵ˾ʸߣԲƷҵͿͻ˽ṹŻƷͬڡ

3ڣĸ˾ߵľͬ1,438.07Ԫͬ36.89%ĸ˾ߵĿ۳Ǿľͬ1,190.70Ԫͬ38.05%Ҫϵ˾Ӫҵͬ22.10%ͬʱ˾ëͬ1.04ٷֵ㡣

4ӪƷIJϷ࣬

5ӪƷӦҵͬ

ڹ˾ҵչ

1ƽʾĤҵ

˾ӿ촴²ʵƽƽʾĤ漼һ8.6a-Si6AMOLEDLTPSʾĺļ컯ĺľͬʱͨϵơȷʽгڣȫƽʾҵ»峧ΪӴƷȣƽʾĤϷʹƶϣʣƽʾĤʵ33,345.45Ԫȥͬ30.61%źϷʹIJͷţ˾ƷӦ

ڣϷʹAMOLEDLTPSMicro LED߾Ĥ湤ռͲͻƹЧƷƳ6AMOLEDMicro LEDĤ棬ÿͻ֤ϷʹҪAMOLED/LTPSи߶˲Ʒ˾ɹ6AMOLED߾ĤԴƹԸòƷ¢лãһС˾뺣⾺ֵIJࡣ˾ƽʾĤ̻Ԥ°һϷʹۺϲܺͼ˾Ƚĸ߹͸ĤĤ(HTM)߹Ĥ(PSM)ΪδƽʾͰ뵼оƬĤĺļ

ڣڹFMM OLEDߴ߾ĤʹPSM߾ĤĹռƷ˿ͻ֤

2뵼оƬĤҵ

˾ͨ߰뵼оƬĤƷIJܣŻ뵼оƬĤIJƷṹԼϸгռʵȾٴ룬ƶ뵼оƬĤҵķչ˾ץס뵼оƬĤصͻչȡͻƣ180nmƷҿͻ130nmղƽ̨ڣ˾뵼оƬĤƷʵ6,161.40Ԫȥͬ23.35%˾뵼оƬĤ˾뵼оƬĤ2023ϰ꣬ϴ豸AOIͶ̻ѽĿǰڰװԣԤڵͶ󽫽һ뵼оƬĤIJܣԸõ㼯ɵ·͹飨IC Bumpingɵ·IC Foundryɵ·ذ壨IC SubstrateMinLEDоƬMicroLEDоƬ΢磨MEMSMicroOLEDг

3˾ҵ

ڣƽʾ뵼Ĥ߾Ĥ塢Ĥ汣ĤĻѧԭ϶ȱ2023һʱĤĹӦڽţԭϽⲿ仯Թ˾Ӧ˺ܸߵҪս˾ҪԭϲԪ㣬2022ԪֵҪϳɱͲһӰ죬ֹӦҲʵضǼҪ󡣹˾ҲƷͽڣͻͨȡÿͻǼ۵⣬ɱǵӰ졣

4֯ܿڲ

1ڣ˾ڹϷʹӵеԴзϣӪЧʣƶƽʾĤгһ廯ںϷչ

2˲ҵչĸ˾ȡ˲ơݹ˾սĿ꼰ҵͨҵи߶˼˲ţǿ˾ļʵͬʱ˾Ա¶300152Эͬ»ƣƼƶȣƶɳչϵ衣

3˾߶˲ְҵչڣ˾չרҵܵȷְѵԱʣʵԱҵĹͬɳ

5İ뵼оƬĤӹ˾

Ϊƶ˾뵼оƬĤҵķչ뵼ҵĤԴˮƽ2022꣬˾Ͷȫӹ˾΢ȫ﹫˾΢ºϳơ΢

΢ҪΪ˾뵼оƬĤҵӪƽ̨˾иԴ֧֣Ӷõƶ˾뵼оƬĤҵķչ202341ʼ˾뵼оƬĤҵ𲽻ת΢Ӫδ΢԰뵼оƬĤҵΪģƶ˾߾Ȱ뵼оƬĤҵķչڳΪרҵЧɵİ뵼оƬĤ湩Ӧ̡뵼оƬĤĶӪڹ˾۽뵼ĤҵΪ˾ٷչṩĿԣҲۺϾӯй뵼оƬĤҵķչ

˾ӵ΢100%Ȩ棬΢ʲתڹ˾ϲΧڽУᵼ¹˾ϲΧԹ˾δ״;ӪɹӰ죬Ҳй˾ɶΡ΢ijڹ˾гļơʱгͶʹߵȷʽƶ˾뵼оƬĤҵķչ˾гӯˮƽ

6ǿ²Ʒз

˾רע£ȡöרɹڲƷзƷһơ˾һ֡һзһ滮һзʽ¼չ߹˾ļг

ƽʾĤ漼棬ʵ8.6߾TFTĤ漰6и߾AMOLED/LTPSĤʵĤͿյ͸ĤĤ(HTM)ƷĶҿͻƽ6߾AMOLED/LTPSĤз߹͸ĤĤ(HTM)߹Ĥ(PSM)滮

뵼оƬĤ漼棬˾ʵ180nmսڵ뵼оƬĤĿͻ֤ڿչ130nm-65nm뵼оƬĤĹз28nm뵼оƬĤ湤տ滮

7˾δķչ滮

ڡʮ塱ʱһϢҵٷչı£˾սԹ滮ǰհԺսʵʩϵͳԡʵ2023սĿͬʱ˾ץסƽʾͰ뵼оƬĤɿصʷԻӹ˾ͳɱȷƣԴƲչƷṹг֡ͬʱ˾Ҳ滮ˡƽʾĤ+뵼оƬĤ桱ٹġ˫սƶ˾ٺ͸Чķչ

Ϊʵ˫սԵķչĿ꣬һ˾ĺľƶ˾ҵչսԲ֣߹˾ٽ˾Ŀɳչ˾㶫ʡɽϺǩЭ飬ͶʽɽĿĿ߾ĤؽĿ߶˰뵼ĤؽĿϼͶ35Ԫ߾ĤؽĿڽн裬ϼͶ20Ԫ߶˰뵼ĤؽĿڽ裬ϼͶ15Ԫ

˾йȫܻͨĤصͶһܣƷȺƷʣΪȫΧĤҵвܹģϴгռʽϸߡӪҵϿҵߡ

ڣ˾зͶ2,509.79Ԫͬ31.57%ռӪҵ6.01%˾ҷר2ʵ19Ȩ0Ͷ0ƪ»Ȩҷר2ʵ1Ȩ00ƪ

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˾Ʒͼڹгϵľȵķ

ڵĤҵȹʾ𲽽ʮŬ׷ϣĤƷʾƷƳʱ̡ƷϲСгĤϴ󣬹˾Ʒڹи߶ĤгռʽϵͣԵڹʾ֡˾Ϊڹģ󡢼ȵĤ泧֮һµIJƷȡشͻԼͨοͻ֤󣬿ʾֵĿ۸Ĥҵ˾ģԹʾƫСԹʾֽأ˾ֽ׶εIJƷͼڹгϵľȵķա

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1Ҫ豸ԭϾڵķ

˾ҪԭΪĤ壬Ҫɾ⹩Ӧṩ˾Ҫ豸̻⹩Ӧ̲ɹҹӦ̼жȽϸߣҪΪMycronic¹±ҹ˾߶˵ƽʾù̻MycronicȫҪĤ̶豸ڽϸ̶߳˾Ҫ豸ԭϾڵķաδ˾ҪԭϡҪ豸뱸Ӧȱ۸ǣ߹ӦĹҺ͵йóĦ⽻ͻȽӰ쵽ԭϡҪ豸뱸ijɣԹ˾ӪӰ졣

2ƷƵķ

˾ҪƷĤεԪҵеĺģߣβƷȺľ֮һ˾ͻǩۺͬ/ͻṩƷָҪIJƷδ˾شƷ¹ʣٿͻۺͬԼҪ˾Ӧ⳥ж빫˾ҵķգӶԹ˾ӪҵӰ졣

3ʲӪķ

˾ĤҵΪʱܼҵҪ豸󣬹̶ɱͶϴ󣬴ʲӪķաŹ˾ӪģͲƷṹ˾߽иĿǰ˾̶ʲʹã豸ʽϸߣδοͻ٣˾͵Σܵ¹˾ܹʣķգ̶ʲ۾ҲԹ˾ӪҵһIJӰ졣

4ҪͻԼеķ

˾ǰͻ۽ϸߣۿͻԼСδ˾ҪͻľӪ״ֲ仯ҪͻԹ˾Ʒ½ܶԹ˾ҵӪӯɲӰ졣

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ĤҵصʲӪϷͶʽϴ󣬹豸۾ɵȹ̶ɱϴҵ̶ȽһӾ硢ܺ۾Ӱ쵼г»ԭϼ۸񲨶߶˲Ʒͻ֤Ԥڡ˾δܽһơδϸˮƽ˾ëʳ»ķա

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1гӾķ

ƽʾͰ뵼ҵĿٷչĤгʢĿǰҵھҪĸ˹ձTOPPANSKEHOYADNPLG-ITйֺ̨̨й½Ĥҵҵг̶Ƚϸߡβҵй½תƣδгӾ磬Թ˾ľӪҵһӰ졣

2ƽʾҵչ仯ķ

ƽʾĤԹ˾ھӪҵӰϴƽʾҵĤҪܵзԾȡ²ƷβƷڡҺն˵ӲƷгصӰ죬ƽʾҵչ仯ӶƽʾĤ٣Թ˾ҵӰ졣

3βҵṹ

˾ƷҪӦƽʾ뵼оƬԼ·ҵĿǰҵȫΧڳʿٷչ̬ƣмӿй½תƵơѵӲƷ¡ƫüгȵı仯˾βҵֽܳṹԵϸҵгĤṹܷϴ仯˾Ѹپ첢Ʒ˼·Ӧõȱ仯Թ˾ҵԼԶչһIJӰ졣

ĿǰȫΧƽʾ뵼塢صҵĤΪ׼ͼع⸴Ĥ̼ȵͣҪڵ·ҵĤͨΪֱд͵ֱдֱдʹòΪ193nm248nm365nm413nmȵ弤ԴξΪ200~500nmļĤ̽ϻ·ͼͨӰʴ̻õ·ͼֱдʹС׼ĵΪʣĤ̽ϻ·ͼĤϵĵعӰͨʪɷʴ̻õ·ͼΡ˾ĿǰҪüֱдĤ棬ſѧоĽųĤҵµĤ̼ԭеĹռγӶա

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1۾òķ

ĤҪӦƽʾ뵼оƬء·ҵҵƷƳеĹؼߣķչϴ̶Ӱ쵽ĤƷĹ仯йĤҵӦ÷չ̬ƣһķչ̬۾ϢϢءȫ۾ôڵIJգܶԹ˾ӪɲӰ졣

2оƬͿѧķ

й뵼ҵķչȡ˼ڹơ۸߶˹̻ӲʩйƼҵʩӡоƬ֯оƬˡȴʩֳй뵼ҵĹƣԴﵽ谭ӻй뵼ҵڡȽƳ̡IJشʩй뵼ҵķչ಻ȷԣܶԹ˾뵼оƬĤļ豸ϽںгȷԷգܶԹ˾ӪɲӰ졣

3ҪԭϳڹҪƷڹߵ

˾ĤƷҪԭĤľ⹩Ӧ̼ձй̨塣δһΪ䱾ҵķչĤijڻóĦܶԹ˾ӪɲӰ졣

˾ĤƷֳڣҪй̨塢¼¡δһΪ䱾ҵķչĤƷߣܶԹ˾ĤƷɲӰ졣

˾ӪвҺˮȻȾڣ˾Υطɡܵش󴦷ΡδŹһ߽һƣ׼ߣ˾޷ﵽӦĻҪش󻷱¹ʣܲΥɡܵزŴķգԹ˾ӪɲӰ졣

5ͣDZڷ

۾áȼϹӦºͽˮȶ෽ؽ֯ӣƴȷԡδִ޵ܴͣڵ¹ͣķգԹ˾ӪӰ졣

6ڸɸؽķ

ڹλиܱߵд¥ڽоɸؽڹĹ̻豸Ҫ󣬾ɸؽ񶯸̻ȫȷԡδ񶯳ܴڵ¹̻ͣƷϵķգڹӪӰ졣

ġںľ

(һ)ľ

ĤҵңͻжĤ湩Ӧ̡˾ľҪԴڹ˾ͨȽIJƷṩʱĽڡоļ۸ͿӦķǿͻѡ˾ΪĤ湩Ӧ̵Ҫء

1ӵµļʵȽĹռˮƽ

˾ǹҸ¼ҵзΪУѳйĤзĻϳ㶫ʡĤ̼оġ˾ӵдơյƷ̵ļʵǡĤܣTFTģ淶ҵ׼ݵλ201610³ɹAMOLEDø߾Ĥ棬Ϊȫ߱AMOLEDø߾Ĥij֮һ˹AMOLEDø߾Ĥȫڵľ棬Ѿʽҹҵ˾8TFT LCDĤƷ2019пƼȽϷ˹ĤзģҪ¸߾ĤƷзĿǰҲ걨ʡмзġ2022Ϸʹе˹һҵҵչר--8.5¸߾ĤĿ

Ʒз⣬˾ھ豸зҲмȽԣ˾רŵ豸зģͨļۣγ˲޲Ĥ豸ά󽵵ɱγ˶еľơ

⣬˾߱ȽͼƼմ˾ҵϹ˾۵ľ鼰ͻжοǿĤҵԣӦЧ,ɶԲƷղƹͼԪطԼ飬Զͼ߼ŻԱȼ飬˲Ʒ

2߶ĤƷḻĤ࣬߶Ĥܣϸгķݶ

˾ΪڹģĤƷͷṩ֮һ߱ĤƷơзӵʶĤƷߣƷҪ漰ƽʾͰ뵼ҵƽʾءԵ·ɵ·͹飨IC Bumpingɵ·IC Foundryɵ·ذ壨IC SubstrateMicroLEDоƬ΢磨MEMSĤ棬ƾµļзʵӦٶȡḻʵIJƷͻ

ΪӦƽʾҵĿٷչƾ蹫˾꼼ۺͳգϷʹ۽и߶ƽʾĤIJܣ׽и߶ƽʾĤߣӴзͶ룬Ϊ˾Ʒṹи߶ƽʾĤ͸춨˻ƽʾĤ漼棬ʵ8.6߾TFTĤ漰6и߾AMOLED/LTPSĤʵĤͿյ͸ĤĤ(HTM)ƷĶҿͻƽ6߾AMOLED/LTPSĤз͸߹͸ĤĤ(HTM)滮

뵼оƬĤ漼棬˾ʵ180nmսڵ뵼оƬĤĿͻ֤ͬչ130nm-65nm뵼оƬĤĹз28nm뵼оƬĤ湤տ滮˾֡սԣͨչ뵼оƬȽзȽƷľ뵼оƬĤĹʣʵɿء

3ƣΪڿͻṩܵʱķ

οͻĤĽڡӦٶȺͷҪϸߣĤҵһźϷʹ˾ӵкϷʺأͽοͻһơڲƷߴ͸߾£ĤİװѶӣԶΪӰ콻ںͷĹؼءʾȣ˾ڲƷо˾̡ݵƣڹ˾߶ԹڿͻĿٷӦܹΪͻṩܵʱķ

⣬ڿͻʹòƷĹУŷϴޡĤ󣬹˾ػķܹõͻĸ

˾ͨ߰뵼оƬĤƷܺͽڡŻ뵼оƬĤƷṹϸгռʵȾٴƶ뵼оƬĤҵķչץס뵼оƬĤصͻչȡͻƣͻ԰뵼оƬĤܼڵ

Ϸʹӵи߾ȵȹ豸ܵ˾䡣źϷʹ߲ҵĹʣĤ߶ҵΪõطͻ춨

4õҵڱʵĿͻԴ˴֪ͻ

˾ҪͻΪƽʾҵ뵼оƬҵ֪ҵ˾ΪڹģĤרҵƷͷṩ֮һҪͻγ˳ȶĺϵ˾ͨʲƷͷҵõĿڱҵͷͻͨĻۣ˾֪ҵõĺϵҺƷΧϷḻƽʾ򣬹˾ӵоάŵݿơǹ硢ڹ硢Ⱥ硢ʾȿͻڰ뵼оƬ򣬹˾ѿоɡ硢˶ʿ΢̩󡢻뵼塢΢ӡоʡ΢ӺͳƼȿͻʵĿͻ˹˾Ӫȶԣ蹫˾ֵķչռ䡣

עͬ˳ƾths518ȡ

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