视涯科技科创板IPO过会 去年硅基OLED产品出货量排名全球第二

Core Viewpoint - Shiya Technology Co., Ltd. has successfully passed the IPO review for the Sci-Tech Innovation Board, aiming to raise 2.015 billion yuan for its operations and expansion in the micro-display sector, particularly focusing on silicon-based OLED technology [1][2]. Company Overview - Shiya Technology is a leading global provider of micro-display solutions, specializing in silicon-based OLED micro-displays and offering value-added services such as strategic product development and optical systems [1][2]. - The company is the first in the world to achieve mass production of silicon-based OLED micro-displays using 12-inch wafer backplanes and possesses comprehensive self-research capabilities across the entire stack of "display chip + micro-display + optical system" [1][2]. Industry Position - The silicon-based OLED micro-display market has been historically dominated by foreign manufacturers, but the importance of this technology is increasing rapidly due to the growth of downstream applications [2]. - Shiya Technology has developed several core technologies, including strong micro-cavity technology and high-efficiency stacked OLED technology, enabling it to surpass competitors in product performance [2]. Market Performance - As of 2024, Shiya Technology ranks second globally and first domestically in silicon-based OLED product shipments, capturing approximately 35.2% of the market, while Sony leads with 50.8% [2]. - The company has established a strong presence in the supply chains of major clients, including ByteDance, Yingshi Innovation, and Lenovo [2]. Financial Overview - The company's projected revenues for 2022, 2023, 2024, and the first half of 2025 are approximately 190 million yuan, 215 million yuan, 280 million yuan, and 150 million yuan, respectively [2]. - Net profits for the same periods are projected to be -247 million yuan, -304 million yuan, -247 million yuan, and -123 million yuan, indicating ongoing financial challenges [2][3]. Fund Utilization - The funds raised from the IPO will be allocated primarily to the expansion of ultra-high-resolution silicon-based OLED micro-display production lines (79.86% of total funds) and the establishment of a research and development center (20.14% of total funds) [2].