厦门天马购入26台OLED相关设备

Core Viewpoint - Unisem has delivered 26 evaporative cooling devices to Xiamen Tianma Display Technology Co., Ltd. for the optimization and upgrade of its 6th generation flexible OLED production line, indicating a strategic investment in enhancing production capacity rather than establishing a new line [2][5]. Group 1: Company Developments - The evaporative cooling devices are crucial for maintaining stable temperature and humidity during semiconductor and display manufacturing, which is essential for product quality [2]. - The investment is expected to improve the utilization rate of the existing production line and potentially lead to new investments in the long term [2]. - Xiamen Tianma operates a 6th generation flexible AMOLED production line (TM18) with a total investment of approximately 48 billion yuan, focusing on products for smartphones, wearables, and automotive displays [2]. Group 2: Industry Outlook - The display industry is anticipated to enter a new investment cycle in large-size OLED and Micro OLED sectors starting next year, which may benefit Unisem due to its experience supplying Tianma [5].