机构:OLED与LCD产能加速折旧,将推动FPD盈利能力提升
3 6 Ke·2026-02-24 06:09
Core Insights - The depreciation rate of flat panel display (FPD) manufacturing equipment is accelerating, which will alleviate cost pressures for OLED and LCD panel manufacturers [1] - Omdia forecasts that from 2021 to 2028, depreciation will grow at a compound annual growth rate (CAGR) of 9.3%, with the global fully depreciated FPD manufacturing capacity nearly doubling from approximately 160 million square meters to nearly 300 million square meters during this period [1]