10月28日，奥来德公告，其全资子公司 上海升翕光电科技有限公司 （ 下文 简称"上海升翕"） 近日成功中 标 厦门天马显示科技有限公司 （ 下文简 称"厦门天马显示" ） 第6代柔性AMOLED生产线项目，中 标设备为线蒸发源，金额为9,379万元。 企查查显示，柯狄显示为美国设备公司Kateeva子公司，后者专注于OLED用喷墨设备的 开发和制造。其设备通过专属的打印头监控技术和SmartMixing™软件，具备快速打印数十亿像素 的能力。 提及印刷OLED，TCL华星正在加速布局。今年10月，TCL华星正式启动第8.6代印刷 OLED产线建设，该产线玻璃基板尺寸为2290mm×2620mm，规划产能为2.25万片/月，主要产 品涵盖平板、笔记本电脑、显示器等应用领域。 TCL华星表示，投建8.6代产线是对武汉5.5代印刷OLED产能的补充，目的是为未来将 大规模释放的市场需求做好产能储备。其在此前曾透露，现有产能逐渐无法满足日益增长的需 求。 图片来源：深天马 奥来德表示，此次中标 将进一步夯实公司在6代线蒸发源市场的 领先竞争地位，持续巩固在技术、客户与市场份额等方面的综合优势，增加公司的经营业绩，促 ...

智通财经APP获悉，CINNO Research首席分析师周华Charley表示，随着第三季度传统销售旺季的到 来，苹果及国内主流品牌密集发布旗舰新品，显著拉动OLED面板的市场需求。根据CINNO Research统 计数据，2025年第三季度全球AMOLED智能手机面板出货量约2.5亿片，同比增长11.7%，环比增长 20.3%，实现同比与环比双增长，市场景气度持续回升。 数据来源：CINNO Quarterly Mobile Phone Panel Value Chain Report 分地区来看，2025年第三季度全球AMOLED智能手机面板韩国地区出货量份额占比51.6%，同比下降 0.8个百分点，环比上升4.2个百分点，环比回升主要得益于苹果新机备货的短期拉动;国内厂商出货份额 占比48.4%。 从市场格局来看，三星显示(SDC)AMOLED智能手机面板出货量同比增长7.1%，市场份额由去年同期的 45.2%缩窄至43.4%，市场份额同比下滑1.8个百分点，尽管SDC在LTPO背板的技术优势仍支撑其高端市 场地位，但中端市场订单流失加剧;京东方(BOE)AMOLED智能手机面板出货量同比增长30. ...

" 2025 年 第 三 季 度 全 球 AMOLE D 智 能 手 机 面 板 出 货 量 约 2.5 亿 片 ， 同 比 增 长 11.7% ， 环 比 增 长 20.3%，同比、环比双增长。 " 随着第三季度传统销售旺季的到来，苹果及国内主流品牌密集发布旗舰新品，显著拉动 OLED 面板的 市场需求。 根据 CINNO Research 统计数据显示， 2025 年第三季度全球 AMOLED 智能手机面板 出货量约 2.5 亿片，同比增长 11.7% ，环比增长 20.3% ，实现同比与环比双增长，市场景气度持续 回升。 分地区来看， 2025 年第三季度全球 AMOLED 智能手机面板韩国地区出货量份额占比 51.6% ，同 比下降 0.8 个百分点，环比上升 4.2 个百分点，环比回升主要得益于苹果新机备货的短期拉动；国内 厂商出货份额占比 48.4% 。 从市场格局来看，三星显示（ SDC ） AMOLED 智能手机面板出货量同比增长 7.1% ，市场份额由 去年同期的 45.2% 缩窄至 43.4% ，市场份额同比下滑 1.8 个百分点，尽管 SDC 在 LTPO 背板的 技术优势仍支撑其高端市 ...

奥来德公告，全资子公司上海升翕光电科技有限公司近日收到中标通知书，中标厦门天马显示科技有限 公司第6代柔性AMOLED生产线项目，中标金额9379万元。 ...

Core Viewpoint - The company emphasizes the high barriers and customer stickiness in the automotive display sector, highlighting the critical importance of product reliability, stability, and long-term supply assurance in maintaining competitive advantage [1] Industry Insights - The automotive display industry is characterized by high barriers to entry and strong customer loyalty, necessitating high standards for product quality and supplier reliability [1] - The evolution of the automotive industry towards new trends requires enhanced capabilities in high-definition, large screens, multi-screen setups, personalization, interactivity, and integrated solutions [1] - The rapid rise of new energy vehicles (NEVs) intensifies the demand for faster development cycles and better component management, testing the market participants' customer coverage, flexibility in delivery, and overall quality management [1] Company Strategy - The company views the automotive display market as a strategic core business and plans to strengthen its position in three main segments: traditional automotive displays, automotive electronics, and new energy vehicle displays [1]

Core Viewpoint - The company is closely monitoring the development of new technologies and applications in the industry, particularly in the area of new form factor screens [1] Group 1 - The company has multiple technical solutions reserved for new form factor screens [1] - The company has successfully developed various folding technologies through its self-built all-scenario platform [1] - The company is capable of rapidly mass-producing left-right and up-down folding products [1] Group 2 - The company supports customers in showcasing their three-fold mobile phone products [1] - The company is simultaneously developing other folding forms such as pull-out and rollable designs [1] - The company is continuously upgrading the flexibility and durability of its products [1]

Core Viewpoint - The company, Deep Tianma A, is committed to focusing on its display business while actively exploring diversified new business avenues through its "2+1+N" strategy, aiming for continuous innovation and expansion in various application fields [1] Group 1: Business Strategy - The company emphasizes its ongoing commitment to the display industry and the implementation of its "2+1+N" strategy [1] - The company is actively exploring and developing non-display application technologies based on panel processes and TFT driving technology [1] Group 2: Technological Development - Successful client shipments have been achieved in various technological directions, including panel-level smart antennas, microfluidic biochips, smart dimming glass, and fingerprint recognition [1] - The company aims to leverage technological innovation to provide more innovative and competitive products and services across different industries [1] Group 3: Future Outlook - With the continuous advancement of technology, the application scenarios for screens as core human-computer interaction mediums are expected to expand [1] - The company plans to continue consolidating its existing advantageous businesses while actively exploring more diversified application areas [1]

Core Viewpoint - The company, Deep Tianma A, reported on October 27 that it is experiencing varying price and gross margin conditions across different segments in the small-sized display market, with consumer products being more sensitive to market price fluctuations compared to automotive and specialized display products, which have more stable gross margins [1] Summary by Categories Business Performance - The company indicated that the gross margin trend for its main businesses, including mobile phones, automotive, and IT, is expected to improve in the first half of 2025, with a year-on-year increase of 4.52 percentage points in the main gross margin [1]

Core Viewpoint - The company emphasizes innovation-driven strategies and proactive technology development to enhance its competitive capabilities in the display industry [1] Group 1: R&D Investment - The company plans to invest approximately 1.57 billion yuan in research and development in the first half of 2025 [1] - The R&D efforts will focus on flexible AMOLED, LCD technologies, and applications in smartphones, automotive, and IT display sectors [1] - Continuous improvement in R&D investment aims to enhance the company's display solution capabilities and diversify its product offerings [1]

Core Insights - The company announced that its core business is expected to develop healthily in the first half of 2025, contributing positively to profitability through continuous cost reduction and efficiency enhancement [1] Business Performance - Non-consumer display business, represented by automotive and special displays, accounts for over 50% of revenue, driving sustained improvement in profitability [1] - The profitability of consumer display businesses, including mobile phones, IT, and smart wearables, has also significantly improved year-on-year, particularly in the flexible AMOLED segment [1] - The company's main business gross margin increased by 4.52 percentage points year-on-year [1] Cost Management - The company has made significant efforts in quality improvement and efficiency enhancement, focusing on comprehensive cost reduction and embracing advanced technologies like AI to optimize internal management efficiency [1] - The cost expense ratio decreased by approximately 5.4 percentage points year-on-year, effectively supporting the improvement in profitability [1]