传维信诺再采购OLED设备，产能将翻倍

Core Viewpoint - Visionox plans to order vapor deposition equipment from Canon Tokki for its 6th generation OLED V2 line expansion, aiming to double its monthly production capacity from 15K to 30K units [1][2]. Group 1: Production Capacity and Equipment - The current monthly production capacity of the existing V2 line is 15K units, and Visionox intends to expand this to 30K units [2]. - The V2 line has been using Canon Tokki's vapor deposition equipment, and it is likely that the same equipment will be used for the expansion to avoid process discrepancies [2]. - Visionox's production lines include the 5.5 generation V1 line (15K/month), the 6th generation V2 line (15K/month), and the 3rd generation V3 line (30K/month) [2]. Group 2: Market Dynamics and Technology - The operating rate of China's 6th generation OLED production lines is currently high, recovering from previous low rates due to over-investment [3]. - The decline in OLED product prices has led to increased utilization rates, as smartphone manufacturers have shifted to low-cost OLEDs, making it difficult to revert to LCDs due to consumer preferences [3]. - Visionox's V5 line is expected to use ViP vapor deposition equipment from Applied Materials' subsidiary AKT, as the 6th generation ViP pilot line has already utilized AKT's equipment [3]. Group 3: Technology Implementation - In the V5 line, one-quarter of the 8K monthly production will prioritize ViP technology, while the remaining three-quarters may use FMM technology, although specific investment execution details and timelines remain unclear [5].