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全球商用电子纸显示龙头拟在香港上市
WitsView睿智显示· 2025-09-26 08:40
业务表现方面,公司智能物联电子纸显示模组的销售量由2022年的50.6百万片增加至2023年的 56.1百万片、2024年的67.1百万片及截至2025年6月30日止六个月的52.7百万片。 9月25日,浙江东方科脉电子股份有限公司(简称:东方科脉)向港交所主板递交上市申请。 东方科脉在招股书中表示,公司是全球最大的商用端智能物联电子纸显示解决方案厂商。 目前,公司在浙江嘉兴、辽宁大连市和越南拥有四个生产基地。其中,越南基地于今年6月正式竣 工投产,预计年产能达2000万片电子纸显示屏(含小/中/大尺寸)。 财务方面,于2022年、2023年、2024年、2025年截至6月30日止六个月,该公司实现收入分别 约为12.14亿、10.24亿、11.52亿、7.96亿元人民币;同期,年/期内利润分别约为9187.6万 元、5073.9万元、5340.4万元、4303.6万元人民币。 | | 或议程 | | --- | --- | | | 签到 | | 8:30-9:30 | | | 9:30-9:35 | 开幕致辞 | | | TrendForce集邦咨询 总经理 樊晓莉 | | 9:35-10:00 | 玻璃与 ...
研判2025!中国柔性显示行业产业链、相关政策及市场现状分析:受益于产能扩张、成本下降,柔性显示发展迅速[图]
Chan Ye Xin Xi Wang· 2025-06-20 01:16
Core Insights - Flexible display technology is revolutionizing the display industry by enabling devices to be curved, folded, and rolled, breaking the traditional rigid display limitations [1][17] - The global flexible display market is projected to grow from $23.2 billion in 2024 to over $173 billion by 2031, driven by advancements in 5G, AI, and VR technologies [1][17] - The flexible OLED segment is expected to see significant growth, with global shipments estimated at approximately 617 million units in 2024, reflecting a year-on-year increase of 21.5% [21] Industry Overview - Flexible displays are made from soft materials and are characterized by low energy consumption, lightweight, durability, and shape variability [2][7] - The main types of flexible displays include bendable, foldable, rollable, and stretchable displays, with bendable and foldable displays already seeing large-scale applications in consumer electronics [2][4] Technology Landscape - The leading technology for flexible displays is flexible OLED, known for its high contrast, wide viewing angles, and rapid response times [4][6] - Other technologies include flexible LCD, electronic paper, quantum dot LEDs, and Micro-LEDs, with flexible OLED being the most widely adopted [4][6] Market Dynamics - The Asia-Pacific region dominates the flexible display market, accounting for over 65% of the global market share, with China, South Korea, and Japan as key contributors [17] - The flexible AMOLED market share in smartphones is expected to rise from 28% in 2022 to 40% in 2024, driven by the demand for high-end smartphone models [19][21] Competitive Landscape - Samsung is the leading global supplier of flexible OLED displays, while BOE Technology Group is the largest producer in China, having broken the international monopoly in 2017 [23] - Chinese companies like BOE, Visionox, Tianma, and TCL Huaxing have made significant technological advancements, enhancing their competitiveness and gradually reducing Samsung's market dominance [23]