OLED面板技术升级

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20亿,路维光电G8.6代AMOLED用掩膜版项目奠基
WitsView睿智显示· 2025-07-07 09:12
Core Viewpoint - The article highlights the establishment of a high-generation high-precision photomask project by Xiamen Luwei Optoelectronics, which aims to enhance the production capacity and technological advancement in the photomask industry, particularly for AMOLED and LTPS displays [1][4]. Company Overview - Xiamen Luwei Optoelectronics is investing a total of 2 billion yuan in a project located in the Torch (Xiang'an) Industrial Zone, covering an area of approximately 53,700 square meters, with plans to build 11 high-end photomask production lines focusing on G8.6 and below AMOLED/LTPS photomasks [1]. - The company specializes in the research, production, and sales of high-end photomasks, with products applicable in flat panel displays and semiconductors, achieving full-generation coverage in the display field [4]. Project Details - The project will be implemented in phases, with the first phase constructing 5 production lines for G8.6 and below AMOLED high-precision photomasks, equipped with 5 core main devices and 22 precision auxiliary devices, targeting an annual production capacity of approximately 1,500 pieces upon reaching full capacity [2]. - Other companies in the photomask sector are also advancing their production lines, such as Jiangsu Gaoguang's first G8.6 generation AMOLED metal photomask production line, which is expected to produce 780 general metal photomasks and 100,000 high-precision metal photomasks annually [4][5]. Financial Performance - In 2024, Luwei Optoelectronics is projected to achieve an operating income of approximately 876 million yuan, a year-on-year increase of 30.21%, with a net profit attributable to shareholders of about 191 million yuan, up 28.27% [4]. - In the first quarter of 2025, the company reported revenues of 260 million yuan, a 47.09% year-on-year growth, and a net profit of approximately 49.15 million yuan, reflecting a 19.66% increase [4]. Industry Trends - The shift from the 6th generation to the 8.6 generation of OLED panel technology is driving the demand for higher precision and more complex processes in photomasks, prompting domestic companies to accelerate the construction of high-generation production lines and enhance technological upgrades and capacity [6].