2023ȶ»ᾭӪ£
һڹ˾ҵӪҵ˵
(һ)ҪҵҪƷ˾ҪĤзơҵǹڳ硢ģĤҵ֮һ˾ҪƷΪĤ棨Photomaskֳƹ֡ĤĤ桢ģȣҵƷеͼΡƬתõĸ߾ܹߣdzͼƺռ֪ʶȨϢ塣ĤεԪҵҵ̵ĹؼģߣβƷȺľ֮һڣ˾ҪҵƷδش仯˾ĤƷݻʵIJͬҪɷΪʯӢĤ桢մĤ桢֣ƷҪӦƽʾ뵼оƬء·ҵҵƷƳеĹؼߡ˾ĤƷҪӦõҵؿͻ£ƽʾҵĤĤҺʾTFT-LCDĤ溬УArrayĤ棨a-Si/LTPSɫ˹ƬCFĤ桢ԴлʾAMOLEDĤ桢ŤҺʾSTN-LCDĤFine Metal MaskĤ桢MicroLEDʾĤMicro OLEDʾĤȡĵͿͻάŵ002387ݿơǹ硢ڹ硢Ⱥ硢ʾȿͻ뵼оƬҵĤҪ뵼弯ɵ·飨IC BumpingĤ桢ɵ·IC FoundryĤ桢ɵ·ذ壨IC SubstrateĤ桢ܣLEDװĤ漰磨MEMSĤȡĵͿͻоɡ磨600703˶ʿ600460̩뵼塢ӣ600360оʡӣ300456ͳƼ600584ȿͻҵĤҪǶʽ壨In CellOn CellĤ桢ʽأOGSMetal MeshĤ档ĵͿͻȡ·ҵĤҪԵ·壨FPCĤ桢ܶȻ·壨HDIĤ档ĵͿͻӡعɣ002938ȡ()ҪӪģʽ˾ӯģʽзģʽɹģʽģʽģʽгģʽ£1ӯģʽιӦ̲ɹԭϣԿͻԻͨ˾רҵƣеĺ¡ʪ߽ྻʹø߾豸ͨ߶רҵ̣ԭɷϿͻƻIJƷͻʵֲƷ۲ӯ2зģʽ˾ԳΪƹ¢ϡڿհףʼռзµзģʽΪڹģĤרҵ֮һ˾ʼ̽ĽĤḶ́ƷʣЧʣͬʱĤIJ豸зĽӹյ豸ǶĤƷܡ3ɹģʽ˾ɹܹӦ̵Ŀԭϲɹ˾زƷҵص㣬ƶִйӦµIJɹģʽͨʵʩЧļƻ֯ƵȲɹƻʵʩɹɹΪڲɹ;ɹڲɹʲɹڱȽ϶̣ȽȶɹԱ¡ܲɹƻʵIJɹڡڣϸӦǩɹЭǰ£ÿ/ԲɹʽʵʩɹɹʲɹԽϳ̷ӣɹָרҵԱɹɸɹԱ/ܲɹƻʵIJɹڡڣÿԲɹͬʽʵʩɹƻɹʣز뵥ʽɹʵʩɹ4ģʽ˾IJƷȫɹ˾ЭĤΪƻƷ˾áģʽݿͻȡͿơͨͻβɹ٣ɹƷƷҪϸߣͬʱԽҪϸ˹˾IJƷеƷʹͰʱҪ˾ԲͬĿͻ¿ƳIJƷרŵĿ飬ĿзŵĴ·ͻĹ˼ƿռƷͽͻ֤5ģʽ˾ģʽΪֱۣ˾ֱͻǩֱͬӽサͻָĵص㣬ͻֱ빫˾н㡣6гģʽ˾ȡгģʽпģʽ̿ģʽпģʽ˾ͨҵչԼϿͻڱഫʽµĿͻԴڴ̿ģʽнǢDZͻ翪سɹͻֱ´˾ͨͻֱ빫˾̲뽻еľ廷ڡ˾ͻɽԼӶӶͨյͻĸ֮˾֧Ӷ()ҵ1.ҵķչΡص㡢Ҫż1ƽʾгƽʾҵڷչظ߾ȻߴͻȻתƼٻƷƻص㣬ڵƽߴӣֻʾʾOmdia20219Ԥ⣬2025ȫƽʾ300ƽסҹн߾ȡΪнȫʾתṩȫƽʾҵйתƵĽԼӿ졣ҹƽʾҵжȽһߣơǡԼĴҵۼӵи߾ȡߡҹƽʾҵٲҵģԸȲгռʳй½ѾΪȫĵOmdia20229Ԥƣȫ̵IJܷݶ2026й½6ռȽﵽ47%ң6ϲռȽﵽ80%ڼˮƽһߣȲƽAMOLED/LTPS߽չ˳ǹ硢άŵͻԹҵAMOLED/LTPS߷ֱʡ۵ȫ߱Ͷȵ¼ϼӴͶ롣۱ҵƣϵγɣƽʾҵ豸ͲʽһOmdia20229ͳƷԤ2024248.5ϸߣ8.5/8.6ϼ19й½AMOLED/LTPSڼͶʣ2024꣬й½Ԥ24оȼ߾AMOLED/LTPS/a-SiԤ2024198.5/8.6߾TFTߣƽʾͬһߣʾƷԷֱʡߴҪָҪͬĤ澫ȵҪҲڸߡСͲ졣δй½峧ԽٸAMOLED/LTPSߵͶʡй½ƽʾҵĤƷǸ߾ĤƷOmdiaԤ2027ȫ8.6ƽʾҵĤΪ1,293ԪռȫƽʾҵĤ۶ıΪ93.5%8.6ƽʾҵĤȶOmdiaй½ƽʾҵĤռȫأ201732%202257%δزҵһתƣй½ƽʾҵĤԤƵ2026꣬й½ƽʾҵĤȫռȽﵽ60%ϣڼδԤڼڣй½ƽʾҵڿٷչڣչǰֹۣĤӡ߾ĤAMOLED/LTPS߷ֱTFT-LCDʾĹؼҪأй½AMOLED/LTPSߵ½ͶԸ߾ȡߴĤӡй½ĤķչͺƽʾͶʵرAMOLED/LTPSȸ߾ĤϹʲ㣬ڣĿռڼδԤڼйгռ䡣2뵼оƬг뵼оƬλڵҵΣǵӲϺ豸뵼оƬ㷺Ӧͨš¡ҵڡͨѵӣ磺ӡԡƽ塢ֻVR/ARȣڹҰȫ÷չճзҪãϢֻĻ뵼óͳ֯WSTSʾ2022ȫ뵼гģΪ5,735Ԫ20213.2%гԺͺ۾ԭ뵼оƬ۶˶ڲ뵼оƬʹܡЧԽԽ뵼оƬгijǰȻdzǿ뵼оƬҵΪϢҪϢҵĻй½뵼ԸˮƽdzͣرǺоƬȱδ뵼оƬܽһй½תƣ˹ܡ洢г5GͨšԪٷչĴ£뵼оƬҵӭһֵķչ߳SEMI2023걨ָں۾ƵսͰ뵼ƣ2023豸̵İ뵼豸ȫ۶2022괴¼1,074Ԫ18.6%874Ԫ뵼豸гھ2023ĵ֮Ԥ2024꽫ǿ2024꽫1,000Ԫ2024ȫ300mmԲ豸֧Ԥƽ12%820Ԫ202524%1,019Ԫ202617%1,188Ԫй½Ԥ2026֧2023149Ԫ161ԪԸܼ㡢ӦõǿͶԴ洢ƶ뵼豸֧SEMI20236·ָ2022ȫ뵼г۶8.9%ﵽ727Ԫ2021괴µ668Ԫǰһгߵ㡣衢ʪѧƷĤھԲгбֳǿƾIC FoundryܺȽװĻй̨13Ϊİ뵼ѵй½ǿ129Ԫ۶2022ڶй½뵼оƬڳƳߵͶʲֽһй뵼ҵḶ́й½뵼оƬchipletȽװӿڰ뵼оƬĤ뵼оƬƶ뵼оƬĤгҪءSEMI2022ķ棬2022ȫ뵼оƬĤгģԼ52ԪԤ2023гģﵽ54Ԫͬ4%й½뵼оƬĿٷչй½뵼оƬĤгģֿơϣδԤڼڣй½뵼оƬҵڿٷչڣ뵼оƬҵĤгռ3гҵƷҪӦֻƽԡʼDZԡʾֱйҵƣؼˮƽǶؼIn CellOn CellҴؼOGSƽʾ峧̴ƹǶֻʼDZԡն˵Ӧã漷ռҵʽ̵гռ䣬Ҵij̴вӴϣڼδԤڼڣҵڳڡ4ĤƷھܶȽϸߵĶƻƷнϸߵļżĤھܶȽϸߵĶƻƷнϸߵļżĤҪӦƽʾ뵼оƬ·ʹصҵҪͼƴ̹աӰʴ̹աͼȱݿͽྻҽ۴ļĤ漼Խѧ۴ӻۻзƺȷ棬ҪĤ泧̾߱ϸߵļˮƽĤ漼ǹ˾ƵĹؼء˾ǹĤҵҵ֮һڼˮƽϴڹȵλĤҵнϸߵļżгҪҪΪ֪ҵгжȽϸߣڼδֽΪȶ2.˾ҵλ仯ڵĤҵȹʾʮŬϣĤƷʾƷƳʱ̡ƷϲԽԽСгĤϴ˾Ʒڹи߶ĤгռʽϵͣԵڹʾ֡Ĥҵ˾ģԹʾƫСԹʾֽȣ˾ֽεIJƷͼڹгϵľȵķաƽʾĤҵOmdia20237ͳƵ2022ȫƽʾĤҵ۽ǰֱΪ˹SKEHOYALG-IT磬˾λȫOmdia20237ͳƣ˾ƽʾĤƷͼҵнϸߵ֪ȣҪƽʾ峧̾кĵͿͻάŵݿơǹ硢ڹ硢Ⱥ硢ʾȡOmdia20237ͳƣ2022й½ƽʾĤ731ԪԤƵ2027й½ƽʾĤﵽ822ԪĿǰ˾յؼοͻڰ뵼оƬĤҵ˾ʵ180nmսڵ뵼оƬĤĿͻ֤ҪӦIGBTMOSFET̼MEMSȰ뵼оƬƾḻİ뵼弯ɵ·飨IC BumpingĤ桢ɵ·IC FoundryĤ桢ɵ·ذ壨IC SubstrateĤ桢ܣLEDװĤ漰磨MEMSĤȲƷйгƣ˾صIC Foundryʰ뵼MEMSMicroLEDоƬȽװҵȵĺϵоɡ硢˶ʿ̩뵼塢ӡоʡӺͳƼȹ˾˾ҵչƺҵIJҵΪͨչ뵼оƬĤĹзȽƷľ뵼оƬĤĹʡSEMI2022ͳƣ2021й뵼оƬĤ3.76ԪԤƵ2023й뵼оƬĤﵽ4.19Ԫй½ð뵼оƬĤгȫǰ뵼оƬĤ泧ռãĿǰҹ뵼оƬĤΪĤ̡3.¼²ҵ300832ҵ̬ģʽķչδչ1ƽʾгOmdia2023ķ棬ܺ۾úóĦȷӰ죬20222023ʾ½OLEDҲ֮½Ȼгֱ仯֮ǰֻڸ߶ֻƷOLEDҲʼżֻOmdiaOLEDֻʾгݶ202030%Ѹ202242%δȶOmdiaоƷOLEDʾӦڵӡֻԼʼDZԺƽԵȸ㷺ѵӲƷ߶ϵС2022굽2030꣬OLEDʾʣCAGRﵽ11%8.68.5峧иõиЧʺOLEDĿǰ½峧8.6ߣ8.6峧ܰTFT-LCDWOLEDQD OLEDRGB OLED塣OmdiaԤ⣬8.6峧IJѴ2017510ƽ20226,940ƽףԤ2025꽫һ1.229ƽסһϢķչ߶ʾƷҪߣֻƽԡVRARƶնԪʾչն˲Ʒ뵼оƬƽʾγ̶Ĥ÷˸ߵļ;Ҫ߷쾫ҪԽԽߡԪ콫ƶ೧ͶʣȺϷ֡ݴ⾭ԼҵӦõǽ귢չġûʹõʵVRǿʵ(AR)װõռҲΪԪҵչĹؼĿǰVRʾͷʽʾTFT LCDOLEDoSMicro OLEDARʾ۾OLEDoSMicro OLEDLEDoSMicroLEDҲOmdia2023оARǿʵVRʵMRʵڵXRչʵӦýʾ2023ͬ56%ﵽ2,140ƬͷMicroLED䷢ЧʸߺʾЧöΪǾDZһʾڼѵ϶࣬ɱߣʱ䡣Micro LEDҵķչȫٵķչڣLEDҵҵҵնƷơУоԺڻ뵽Micro LEDļзȸMicro LEDĿMicroLEDڣMini LEDΪмƳڱ˺ֱԶܲҵ֡Omdia2022걨棬ǵMicroLEDӹӦвMicroLEDƷLTPS TFTҪ1724ƬƽʾĤ档Omdia2022걨棬δMicroLEDӡֱ۾նӦõMicroLEDʾķչҵIJƷͼĤҵҲӿֳ¼ָ֧߶˲ƷAMOLED/LTPSĤFMMĤMicroLED/Mini LEDоƬMicro OLED3D4K/8K߷ֱʾĤԼƽʾðĤHTMPSMȽĤ湤ռ2뵼оƬгδʮ꣬й뵼оƬҵӭҵɿصĻƽʱڣй뵼оƬIJҵṹŻں⼼óĦȲȷӵı£ҹ뵼оƬҵٽʵְ뵼оƬҵɿսԸ߶ȣй뵼оƬҵչӭʷԵĻ뵼оƬ»뵼SiCGaNΪSiCѹʵMOSFETIGBTȣڸܵԴҵδŵ뵼оƬӦг뵼оƬijɱIJ½ӦгҲӭʽ뵼оƬĤҵµķչOmdiaݣ2021ȫSiCGaNʰ뵼볬11Ԫڻ϶͵綯Դƶ£δʮ걣λʣ2030꽫175Ԫ뵼оƬڷװչȽװʽӿ֣SiPϵͳװ贩ס2.5D3DȽװChipletȡԽԽİ뵼оƬҵͨȽװڰ뵼оƬҵڵļȵλYole2022ȽװгԤ⣬ԤȽװг2027ﵽ650Ԫģ2021-2027긴9.6%δŰ뵼оƬȽװг뵼ȽװҵӭµķչŰ뵼оƬƽʾһϢҵĿٷչҵڳָ˵¶ྦྷ裨LTPSIGZOԴл壨AMOLEDMicroLEDʾ뵼ʾ뵼塢ȽװChipletȼҪҪĤƷ֮ס3ĤҵδչĤҵķչҪƽʾҵ뵼оƬҵҵ͵·ҵķչӰ죬նҵѵӣֻƽ塢ɴ豸ʼDZԡصӡͨšõLEDҽƵӡVR/ARƷķչأδĤ潫߾Ⱥȫҵչ1ĤƷϸƽʾҵ߶ʾƷҪߣֻƽԵƶնŸ塢ɫʶȸ͡ᱡչƽʾĤİ뵼㡢̷ֱʡСסCDԡȡȱݴСྻȾ˸ߵļҪOmdia20202022ƽʾĤ漼·߷ȱݳߴһ⣬ָ걣ȶ뵼оƬҵ6Ӣ뵼칤ҪΪ800nm500nm350nm250nmȽڵ㹤գ8Ӣ뵼칤ҪΪ500nm350nm250nm180nm130nm110nmȽڵ㹤գ12Ӣ뵼Ŀǰ칤Ϊ150nm110nm90nm65nm45nm28nm14nmȽڵ㹤աоṩ14nmڵ㹤յİ뵼оƬ̨2022ѿʼ3nmڵ㹤յİ뵼оƬδ뵼оƬ칤սһϸշչ֮İ뵼оƬװĤ˸Ҫ߷쾫ȵҪԽԽߣĤ泧̲ȡѧڽУOPCĤPSMȼӦԡϣδĤƷľȽϸ2ĤƷߴȶ2007ҺӿʼռгƽߴԼÿ1Ӣٶƽӳߴͻ2018꿪ʼȶ112940mm x3370mmߴ֮ڣƽʾҵĤƷߴȶ1620mm x1780mmڡ3ĤҵҵչĤҪԭΪĤ塣ͬʱĤҵοͻղƷƷҪߣʹĤҵƷƷϵͻƣĤĤƷƷʾشӰ졣ˣӽԭϲɹɱͿն˲ƷĤҵ½βҵ죬ҵѾ߱ĥ⡢ƸͿĤȫҵⲻЧԭϵIJɹɱܹЧĤƷδĤҵھһʵҵβҵչļзչ1.ļȽԼڵı仯˾Ҫзʵвƺ߹ռˮƽڣ˾6Ĺռֹӵ56Ĺռ˾пѧֱ2003Һй֬Ƚ20175-6TFT-CFĤƷȽ20198TFT LCDģƷȽϷʹе˹һҵҵչר8.5¸߾ĤĿ2022ա2.ڻõзɹ˾ͨϵؽзͶͲƷ£ϹȽˮƽзҪƷ¡豸켼յȣĿЧʡӲܺƷͻڣ˾зĿҪΪƷзĿ豸зĿտĿĿзĿչ£ƷзĿ1220*14008.5HTM-CFƷ850*12006HTM-CFƷͿƷĿ豸ĿLMM250CDзҪӦڰ뵼оƬĤIJտĿɻCD MappingCD rangeŻP8-2ڶ߳̽عܵHT mode Local CDŻաP8-2ڶ߳̽عܵHA mode Local CDŻյĿڿεзĿLCVD1650ͼHAZEͶʹա1220*1650ZAPաTFT Mask ToolingԶʶƵ绯ѧʴաLevel602.7um contact hole̹Żʹߴ߾ĤCOM-ITOȱ͵Ŀ˾зĿ6߾AMOLED/LTPSƽʾȸ߾Ĥ桢FMM OLEDߴ߾Ĥ桢PSM߾ĤͰ뵼оƬĤļڣ˾зͶ2,509.79Ԫͬ31.57%ռӪҵ6.01%˾ҷר2ʵ19Ȩ0Ͷ0ƪ»Ȩҷר2ʵ1Ȩ00ƪ3.зͶзͶܶ귢ش仯ԭ˾ȷƽʾĤ+뵼оƬĤ桱ٹġ˫սԷչĿзͶΪ㹫˾ƽʾͰ뵼Ĥ¹ա²ƷºзԱսԷչҪ2023ϰ꣬˾з2,509.79Ԫͬ31.57%ռӪҵ6.01%ͬ0.43ٷֵ㡣20236ĩ˾ӵзԱ98ˣԼռԱ17.5%ڹ˾зԱƽнҲͬڵ11.01Ԫ11.68ԪԼΪ6.09%4.Ŀ5.зԱ6.˵Ӫ2023꣬ԸϾĹʻԳչͳƾ20237·2023ϰֵGDP593,034Ԫ۸㣬ͬ5.5%ƽʾOmdiaƽʾظٱ棬ȫͨ͡ӦжϺԴΣԭϳɱӣήƽʾ豸г2023괥ף2024꽫ָ153%г峧̼ӴƷƷֺͽȣ֮ƽʾĤԪ죬ƶ೧ͶʣȺϷ֡ݴ⾭ԼҵӦõǽ귢չġûʹõʵVRǿʵ(AR)ӲװõռҲΪԪҵչĹؼVRARгƽMicroLEDMicro OLEDƽʾƷ²ƷĤҲӦӡڰ뵼оƬгģȫ뵼гţ뵼óͳ֯WSTSʾ2022ȫ뵼гģΪ5,735Ԫ20213.2%2023꣬ڹ뵼Ըƶ£й½ͳоƬ켼ɵ·IJӣȡڲƷݺʾ2023ǰ6й½ɵ·ICͬ½18.5%2023ǰ£й½ɵ·2,277ڸȥͬΪ2,796ڸ2023ǰ뵼оƬҵһ꣬ձԻ뵼豸ƵϢй뵼ҵЭᷢ˹ά뵼ҵȫչ˹ܡ洢г5GͨáԪ桢ԴȲҵٷչҹ뵼оƬҵչֶػ֧֡гʱƶغ£ҹ뵼оƬҵĹ½Ρڴ2022꿪ʼȫʼDZԵӲƷήʼDZԵն̳Ӵƺͽƹ»ֵȣͬʱƽʾ峧̽һӴǶʽʾֻʼDZôͳشӦãʽصʽ̵ʽؿģ١˾ǹڳƽʾ뵼оƬء·ҵĤҵ֮һƷ۽ڵ¶ྦྷ裨LTPSIGZOԴл壨AMOLEDMicroLEDʾMicro OLEDʾ뵼оƬChipletȽװΪͻṩƷƽʾͰ뵼оƬĤ档˾Ʒƺȫ̿ɿأ8.6ƽʾ뵼Ѿ߱ǿIJƷ칤˾йȵзƽʾͰ뵼оƬĤΪӪĤҵͬʱҲйƽʾĤҵ֮һδй뵼оƬӭɳĻڣ˾Ҳڰ뵼оƬҵķչ˾δץס뵼оƬĤɿصʷԻͨͻ뵼оƬĤܼڵصͻչȡͻơһڹ˾Ӫڣ˾ʵӪҵ41,741.40Ԫͬ22.10%ʵܶ5,840.39Ԫͬ35.57%ʵֹĸ˾ߵľ5,336.62Ԫͬ36.89%ĩ˾ʲ175,703.89Ԫڳ0.80%ĸ˾ȨΪ130,312.53Ԫڳ1.67%1ڣ˾Ӫҵͬ7,554.60Ԫͬ22.10%Ҫϵ̼ӴƷȣĤ˾ܵĶ2ڣ˾ëʽͬ1.04ٷֵ㣬Ҫϵ˾ʸߣԲƷҵͿͻ˽ṹŻƷͬڡ3ڣĸ˾ߵľͬ1,438.07Ԫͬ36.89%ĸ˾ߵĿ۳Ǿľͬ1,190.70Ԫͬ38.05%Ҫϵ˾Ӫҵͬ22.10%ͬʱ˾ëͬ1.04ٷֵ㡣4ӪƷIJϷ࣬5ӪƷӦҵͬڹ˾ҵչ1ƽʾĤҵ˾ӿ촴²ʵƽƽʾĤ漼һ8.6a-Si6AMOLEDLTPSʾĺļ컯ĺľͬʱͨϵơȷʽгڣȫƽʾҵ»峧ΪӴƷȣƽʾĤϷʹƶϣʣƽʾĤʵ33,345.45Ԫȥͬ30.61%źϷʹIJͷţ˾ƷӦڣϷʹAMOLEDLTPSMicro LED߾Ĥ湤ռͲͻƹЧƷƳ6AMOLEDMicro LEDĤ棬ÿͻ֤ϷʹҪAMOLED/LTPSи߶˲Ʒ˾ɹ6AMOLED߾ĤԴƹԸòƷ¢лãһС˾뺣⾺ֵIJࡣ˾ƽʾĤ̻Ԥ°һϷʹۺϲܺͼ˾Ƚĸ߹ĤĤ(HTM)߹Ĥ(PSM)ΪδƽʾͰ뵼оƬĤĺļڣڹFMM OLEDߴ߾ĤʹPSM߾ĤĹռƷ˿ͻ֤2뵼оƬĤҵ˾ͨ߰뵼оƬĤƷIJܣŻ뵼оƬĤIJƷṹԼϸгռʵȾٴ룬ƶ뵼оƬĤҵķչ˾ץס뵼оƬĤصͻչȡͻƣ180nmƷҿͻ130nmղƽ̨ڣ˾뵼оƬĤƷʵ6,161.40Ԫȥͬ23.35%˾뵼оƬĤ˾뵼оƬĤ2023ϰ꣬ϴ豸AOIͶ̻ѽĿǰڰװԣԤڵͶһ뵼оƬĤIJܣԸõ㼯ɵ·飨IC Bumpingɵ·IC Foundryɵ·ذ壨IC SubstrateMinLEDоƬMicroLEDоƬ磨MEMSMicroOLEDг3˾ҵڣƽʾ뵼Ĥ߾Ĥ塢Ĥ汣ĤĻѧԭ϶ȱ2023һʱĤĹӦڽţԭϽⲿ仯Թ˾Ӧ˺ܸߵҪս˾ҪԭϲԪ㣬2022ԪֵҪϳɱͲһӰ죬ֹӦҲʵضǼҪ˾ҲƷͽڣͻͨȡÿͻǼ۵⣬ɱǵӰ졣4֯ܿڲ1ڣ˾ڹϷʹӵеԴзϣӪЧʣƶƽʾĤгһ廯ںϷչ2˲ҵչĸ˾ȡ˲ơݹ˾սĿ꼰ҵͨҵи߶˼˲ţǿ˾ļʵͬʱ˾Ա¶300152Эͬ»ƣƼƶȣƶɳչϵ衣3˾߶˲ְҵչڣ˾չרҵܵȷְѵԱʣʵԱҵĹͬɳ5İ뵼оƬĤӹ˾Ϊƶ˾뵼оƬĤҵķչ뵼ҵĤԴˮƽ2022꣬˾Ͷȫӹ˾ȫ﹫˾ºϳơҪΪ˾뵼оƬĤҵӪƽ̨˾иԴ֧֣Ӷõƶ˾뵼оƬĤҵķչ202341ʼ˾뵼оƬĤҵתӪδ뵼оƬĤҵΪģƶ˾߾Ȱ뵼оƬĤҵķչڳΪרҵЧɵİ뵼оƬĤ湩Ӧ̡뵼оƬĤĶӪڹ˾۽뵼ĤҵΪ˾ٷչṩĿԣҲۺϾӯй뵼оƬĤҵķչ˾ӵ100%Ȩ棬ʲתڹ˾ϲΧڽУᵼ¹˾ϲΧԹ˾δ״;ӪɹӰ죬Ҳй˾ɶΡijڹ˾гļơʱгͶʹߵȷʽƶ˾뵼оƬĤҵķչ˾гӯˮƽ6ǿ²Ʒз˾רע£ȡöרɹڲƷзƷһơ˾һ֡һзһ滮һзʽ¼չ߹˾ļгƽʾĤ漼棬ʵ8.6߾TFTĤ漰6и߾AMOLED/LTPSĤʵĤͿյĤĤ(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˾ٺЧķչΪʵ˫սԵķչĿ꣬һ˾ĺľƶ˾ҵչսԲ֣߹˾ٽ˾Ŀɳչ˾㶫ʡɽϺǩЭ飬ͶʽɽĿĿ߾ĤؽĿ߶˰뵼ĤؽĿϼͶ35Ԫ߾ĤؽĿڽн裬ϼͶ20Ԫ߶˰뵼ĤؽĿڽ裬ϼͶ15Ԫ˾йȫܻͨĤصͶһܣƷȺƷʣΪȫΧĤҵвܹģϴгռʽϸߡӪҵϿҵߡڣ˾зͶ2,509.79Ԫͬ31.57%ռӪҵ6.01%˾ҷר2ʵ19Ȩ0Ͷ0ƪ»Ȩҷר2ʵ1Ȩ00ƪ(һ)ľ˾ƷͼڹгϵľȵķڵĤҵȹʾʮŬϣĤƷʾƷƳʱ̡ƷϲСгĤϴ˾Ʒڹи߶ĤгռʽϵͣԵڹʾ֡˾ΪڹģȵĤ泧֮һµIJƷȡشͻԼͨοͻ֤ʾֵĿ۸Ĥҵ˾ģԹʾƫСԹʾֽأ˾ֽεIJƷͼڹгϵľȵķա()Ӫ1Ҫ豸ԭϾڵķ˾ҪԭΪĤ壬ҪɾӦṩ˾Ҫ豸̻Ӧ̲ɹҹӦ̼жȽϸߣҪΪMycronic¹±ҹ˾߶˵ƽʾù̻MycronicȫҪĤ̶豸ڽϸ̶߳˾Ҫ豸ԭϾڵķաδ˾ҪԭϡҪ豸뱸Ӧȱ۸ǣ߹ӦĹҺ͵йóĦ⽻ͻȽӰ쵽ԭϡҪ豸뱸ijɣԹ˾ӪӰ졣2ƷƵķ˾ҪƷĤεԪҵеĺģߣβƷȺľ֮һ˾ͻǩۺͬ/ͻṩƷָҪIJƷδ˾شƷ¹ʣٿͻۺͬԼҪ˾Ӧ⳥ж빫˾ҵķգӶԹ˾ӪҵӰ졣3ʲӪķ˾ĤҵΪʱܼҵҪ豸̶ɱͶϴʲӪķաŹ˾ӪģͲƷṹ˾߽иĿǰ˾̶ʲʹã豸ʽϸߣδοͻ٣˾͵Σܵ¹˾ܹʣķգ̶ʲ۾ҲԹ˾ӪҵһIJӰ졣4ҪͻԼеķ˾ǰͻ۽ϸߣۿͻԼСδ˾ҪͻľӪ״ֲ仯ҪͻԹ˾Ʒ½ܶԹ˾ҵӪӯɲӰ졣()ĤҵصʲӪϷͶʽϴ豸۾ɵȹ̶ɱϴҵ̶ȽһӾ硢ܺ۾Ӱ쵼г»ԭϼ۸߶˲Ʒͻ֤Ԥڡ˾δܽһơδϸˮƽ˾ëʳ»ķա()ҵ1гӾķƽʾͰ뵼ҵĿٷչĤгʢĿǰҵھҪĸ˹ձTOPPANSKEHOYADNPLG-ITйֺ̨̨й½Ĥҵҵг̶Ƚϸߡβҵй½תƣδгӾ磬Թ˾ľӪҵһӰ졣2ƽʾҵչ仯ķƽʾĤԹ˾ھӪҵӰϴƽʾҵĤҪܵзԾȡ²ƷβƷڡҺն˵ӲƷгصӰ죬ƽʾҵչ仯ӶƽʾĤ٣Թ˾ҵӰ졣3βҵṹ˾ƷҪӦƽʾ뵼оƬԼ·ҵĿǰҵȫΧڳʿٷչ̬ƣмӿй½תƵơѵӲƷ¡ƫüгȵı仯˾βҵֽܳṹԵϸҵгĤṹܷϴ仯˾Ѹپ첢Ʒ˼·Ӧõȱ仯Թ˾ҵԼԶչһIJӰ졣4ķĿǰȫΧƽʾ뵼塢صҵĤΪͼع⸴Ĥ̼ȵͣҪڵ·ҵĤͨΪֱд͵ֱдֱдʹòΪ193nm248nm365nm413nmȵ弤ԴξΪ200~500nmļĤ̽ϻ·ͼͨӰʴ̻õ·ͼֱдʹСĵΪʣĤ̽ϻ·ͼĤϵĵعӰͨʪɷʴ̻õ·ͼΡ˾ĿǰҪüֱдĤ棬ſѧоĽųĤҵµĤ̼ԭеĹռγӶա()ۻ1۾òķĤҪӦƽʾ뵼оƬء·ҵҵƷƳеĹؼߣķչϴ̶Ӱ쵽ĤƷĹ仯йĤҵӦ÷չ̬ƣһķչ̬۾ϢϢءȫ۾ôڵIJգܶԹ˾ӪɲӰ졣2оƬͿѧķй뵼ҵķչȡ˼ڹơ۸߶˹̻ӲʩйƼҵʩӡоƬ֯оƬˡȴʩֳй뵼ҵĹƣԴﵽ谭ӻй뵼ҵڡȽƳ̡IJشʩй뵼ҵķչȷԣܶԹ˾뵼оƬĤļ豸ϽںгȷԷգܶԹ˾ӪɲӰ졣3ҪԭϳڹҪƷڹߵ˾ĤƷҪԭĤľӦ̼ձй̨塣δһΪ䱾ҵķչĤijڻóĦܶԹ˾ӪɲӰ졣˾ĤƷֳڣҪй̨塢¼¡δһΪ䱾ҵķչĤƷߣܶԹ˾ĤƷɲӰ졣4ķ˾ӪвҺˮȻȾڣ˾ΥطɡܵشΡδŹһ߽һƣߣ˾ﵽӦĻҪش¹ʣܲΥɡܵزŴķգԹ˾ӪɲӰ졣5ͣDZڷ۾áȼϹӦºͽˮȶؽ֯ӣƴȷԡδִܴͣڵ¹ͣķգԹ˾ӪӰ졣6ڸɸؽķڹλиܱߵд¥ڽоɸؽڹĹ̻豸Ҫɸؽ̻ȫȷԡδܴڵ¹̻ͣƷϵķգڹӪӰ졣ġںľ(һ)ľĤҵңͻжĤ湩Ӧ̡˾ľҪԴڹ˾ͨȽIJƷṩʱĽڡоļ۸ͿӦķǿͻѡ˾ΪĤ湩Ӧ̵Ҫء1ӵµļʵȽĹռˮƽ˾ǹҸ¼ҵзΪУѳйĤзĻϳ㶫ʡĤ̼оġ˾ӵдơյƷ̵ļʵǡĤܣTFTģ淶ҵݵλ201610³ɹAMOLEDø߾Ĥ棬Ϊȫ߱AMOLEDø߾Ĥij֮һ˹AMOLEDø߾Ĥȫڵľ棬Ѿʽҹҵ˾8TFT LCDĤƷ2019пƼȽϷ˹ĤзģҪ¸߾ĤƷзĿǰҲ걨ʡмзġ2022Ϸʹе˹һҵҵչר--8.5¸߾ĤĿƷз⣬˾ھ豸зҲмȽԣ˾רŵ豸зģͨļۣγ˲Ĥ豸άɱγ˶еľơ⣬˾߱ȽͼƼմ˾ҵϹ˾۵ľ鼰ͻжοǿĤҵԣӦЧ,ɶԲƷղƹͼԪطԼ飬ԶͼŻԱȼ飬˲Ʒ2߶ĤƷḻĤ࣬߶Ĥܣϸгķݶ˾ΪڹģĤƷͷṩ֮һ߱ĤƷơзӵʶĤƷߣƷҪ漰ƽʾͰ뵼ҵƽʾءԵ·ɵ·飨IC Bumpingɵ·IC Foundryɵ·ذ壨IC SubstrateMicroLEDоƬ磨MEMSĤ棬ƾµļзʵӦٶȡḻʵIJƷͻΪӦƽʾҵĿٷչƾ蹫˾꼼ۺͳգϷʹ۽и߶ƽʾĤIJܣи߶ƽʾĤߣӴзͶ룬Ϊ˾Ʒṹи߶ƽʾĤ춨˻ƽʾĤ漼棬ʵ8.6߾TFTĤ漰6и߾AMOLED/LTPSĤʵĤͿյĤĤ(HTM)ƷĶҿͻƽ6߾AMOLED/LTPSĤз߹ĤĤ(HTM)滮뵼оƬĤ漼棬˾ʵ180nmսڵ뵼оƬĤĿͻ֤ͬչ130nm-65nm뵼оƬĤĹз28nm뵼оƬĤ湤տ滮˾֡սԣͨչ뵼оƬȽзȽƷľ뵼оƬĤĹʣʵɿء3ƣΪڿͻṩܵʱķοͻĤĽڡӦٶȺͷҪϸߣĤҵһźϷʹ˾ӵкϷʺأͽοͻһơڲƷߴ߾£ĤİװѶӣԶΪӰ콻ںͷĹؼءʾȣ˾ڲƷо˾̡ݵƣڹ˾߶ԹڿͻĿٷӦܹΪͻṩܵʱķ⣬ڿͻʹòƷĹУŷϴޡĤ˾ػķܹõͻĸ˾ͨ߰뵼оƬĤƷܺͽڡŻ뵼оƬĤƷṹϸгռʵȾٴƶ뵼оƬĤҵķչץס뵼оƬĤصͻչȡͻƣͻ뵼оƬĤܼڵϷʹӵи߾ȵȹ豸ܵ˾䡣źϷʹ߲ҵĹʣĤ߶ҵΪõطͻ춨4õҵڱʵĿͻԴ˴֪ͻ˾ҪͻΪƽʾҵ뵼оƬҵ֪ҵ˾ΪڹģĤרҵƷͷṩ֮һҪͻγ˳ȶĺϵ˾ͨʲƷͷҵõĿڱҵͷͻͨĻۣ˾֪ҵõĺϵҺƷΧϷḻƽʾ˾ӵоάŵݿơǹ硢ڹ硢Ⱥ硢ʾȿͻڰ뵼оƬ˾ѿоɡ硢˶ʿ̩뵼塢ӡоʡӺͳƼȿͻʵĿͻ˹˾Ӫȶԣ蹫˾ֵķչռ䡣עͬ˳ƾths518ȡ