莱特光电：公司OLED终端材料产品覆盖红、绿、蓝三色发光层材料

Company Overview - The company, Lite-On Optoelectronics, has developed a comprehensive product matrix for OLED terminal materials, covering red, green, and blue emitting layer materials, as well as core functional layer materials such as hole transport layers, hole blocking layers, and electron transport layers [2] Product Development - The emitting layer materials RedPrime, GreenHost, and RedHost have achieved domestic production breakthroughs, ensuring stable supply to downstream customers and supporting revenue growth [2] - GreenPrime materials and blue light materials are currently in the validation phase with downstream customers, with expectations for domestic introduction by 2026 [2] - The company is actively advancing the research and development of next-generation narrow-spectrum dopant materials and is focusing on cutting-edge technologies such as stacked device connection layer (CGL) materials, blue phosphorescent materials, and narrow-spectrum high color gamut MRTADF materials [2] Market Outlook - By 2026, industry demand is expected to increase due to improved utilization rates of panel manufacturers, which will drive the demand for materials [2] - The production of 8.6-generation lines is anticipated to further create incremental market demand for materials [2] - The company plans to transition RedHost materials from small batch supply to large-scale supply, while GreenPrime materials are expected to be introduced and supplied at scale [2]