Visionox(SZ:002387) Cai Jing Wang·2025-10-26 10:33Core Insights - Visionox (002387.SZ) is making significant progress with its 8.6-generation OLED production line, having signed an exclusive equipment supply contract with AP Systems for ELA (Excimer Laser Annealing) equipment [1] - ELA equipment is crucial in the TFT process, converting amorphous silicon (a-Si) into polycrystalline silicon (p-Si), which can enhance the electronic transmission speed of LTPS and LTPO OLEDs by over 100 times, impacting energy consumption and image quality of high-resolution OLED panels [1] - The global OLED industry is currently in a critical expansion phase towards medium and large-size applications, with major panel manufacturers like Visionox, TCL Huaxing, and BOE investing in 8.6-generation OLED production lines to gain a competitive edge [1] Company Developments - AP Systems aims to strengthen partnerships with major Chinese OLED panel manufacturers through this contract, marking a strategic move to establish a foothold in the 8.x generation OLED investment landscape [1] - The collaboration is expected to enhance Visionox's capabilities in high-end display manufacturing, which is essential for the production of TFT-LCD and OLED driver backplanes [1]