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2亿元!联得装备中标京东方AMOLED项目
Ju Chao Zi Xun· 2025-09-13 06:48
Core Viewpoint - Company has been awarded a contract worth 201 million yuan for the 8.6-generation AMOLED production line project by BOE Technology Group, which includes various advanced equipment [1] Group 1: Company Overview - Company has over 20 years of experience in the semiconductor display equipment industry, adapting to various technological changes in the display sector [1] - Company possesses strong product research and design capabilities, as well as manufacturing processes, placing it at the forefront of the industry in terms of product quality and performance [1] - Company has established a solid reputation in the industry due to its high-quality products and comprehensive, personalized services throughout the sales process [1] Group 2: Client Relationships - Company has developed long-term stable partnerships with several well-known clients, including Continental Automotive Electronics, Bosch, Visteon, Harman, BOE, Visionox, Shenzhen Tianma, Desay SV, Huaxing Optoelectronics, Apple, Foxconn, Yicheng, Lens Technology, and HKC [1] - Company’s flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for smartphones by renowned domestic and international brands [1] - Company maintains good cooperative relationships with several well-known smartphone manufacturers and continues to engage in in-depth collaboration on the innovative applications of flexible screens [1]
联得装备:在三折屏供应链中,公司提供的贴合类工艺设备已形成销售订单并出货
Ge Long Hui· 2025-09-04 10:42
Core Viewpoint - The company, LianDe Equipment (300545.SZ), has successfully integrated flexible AMOLED bonding equipment into the mass production of foldable screens for well-known domestic and international smartphone manufacturers [1] Group 1: Company Operations - The company has established strong cooperative relationships with several renowned smartphone brands, both domestically and internationally [1] - The company is actively engaged in in-depth collaborations focused on the innovative applications of flexible screens [1] - The company has received sales orders and has begun shipments for bonding equipment in the supply chain of tri-fold screens [1] Group 2: Market Position - The company is recognized as a leading player in the niche market of bonding equipment for foldable screens, leveraging its technological advantages [1]
调研速递|联得装备接受兴业证券等19家机构调研 聚焦竞争优势与业务布局
Xin Lang Cai Jing· 2025-09-04 10:42
Core Insights - The company, LianDe Equipment, engaged in a comprehensive investigation with 19 institutions, including Xinyi Securities, focusing on its competitive advantages, advanced packaging, foldable screen applications, new energy, and perovskite equipment layout, as well as overseas market expansion [1] Group 1: Competitive Advantages - LianDe Equipment has over 20 years of experience in the semiconductor display equipment industry, accumulating deep technical expertise and leading levels in product R&D design and manufacturing processes [1] - The company has established long-term stable partnerships with well-known enterprises such as Continental Automotive Electronics and BOE, thanks to its high-quality products, core technologies, and comprehensive services [1] Group 2: Advanced Packaging - The company is actively involved in the semiconductor field and has successfully entered the testing and packaging industry [1] - In advanced packaging, LianDe Equipment possesses display driver chip bonding (ILB) equipment, utilizing a eutectic + flip-chip process that offers high precision and speed [1] Group 3: Foldable Screen Applications - The flexible AMOLED bonding equipment has been widely applied in the mass production of foldable screens both domestically and internationally, with close cooperation with several well-known brand manufacturers [1] - The company has received sales orders and shipped related equipment for the three-fold screen supply chain [1] Group 4: New Energy Equipment Progress - In the new energy equipment sector, LianDe Equipment has increased R&D investment in lithium battery pack blue film and solid/semisolid battery ultrasonic welding equipment, achieving product breakthroughs and securing orders [1] - The company has made advancements in perovskite process equipment, with breakthroughs in GW-level coating equipment, and has shipped solid-state battery ultrasonic welding equipment [1] Group 5: Perovskite Equipment Achievements - LianDe Equipment has made significant breakthroughs in core perovskite process equipment, with its coating trio equipment supporting 2.4-meter wide mass production, currently in the debugging stage and soon to be shipped [1] - The company occupies an important position in the domestic perovskite photovoltaic equipment sector [1] Group 6: Overseas Market Expansion - The company adheres to a differentiated strategy to explore overseas markets, accumulating resources from world-renowned clients such as Continental Automotive Electronics and Bosch, with good cooperation [1]
联得装备(300545.SZ):在三折屏供应链中,公司提供的贴合类工艺设备已形成销售订单并出货
Ge Long Hui A P P· 2025-09-04 10:16
Core Viewpoint - The company, LianDe Equipment (300545.SZ), has successfully integrated flexible AMOLED bonding equipment into the mass production of foldable screens for well-known domestic and international smartphone brands [1] Group 1: Company Operations - The company has established strong cooperative relationships with several renowned smartphone manufacturers both domestically and internationally [1] - The company is actively engaged in in-depth collaborations regarding the innovative applications of flexible screens [1] - The company has received sales orders and shipped equipment related to bonding processes in the supply chain for three-fold screens [1] Group 2: Market Position - The company is recognized as a leading player in the niche market of bonding equipment for foldable screens, leveraging its technological advantages [1]
联得装备(300545) - 2025年9月3日-9月4日投资者关系活动记录表
2025-09-04 09:54
Group 1: Company Overview - The company has over 20 years of experience in the semiconductor display equipment industry, mastering various technologies through continuous innovation and development [3] - It has established strong partnerships with renowned clients, including major companies like Bosch, Apple, and Foxconn, ensuring a stable customer base [3] Group 2: Competitive Advantages - The company possesses advanced product design and manufacturing capabilities, leading to high product quality and performance that ranks among the industry leaders [3] - It offers comprehensive, high-quality personalized services throughout the pre-sale, sale, and post-sale processes, contributing to a strong reputation in the industry [3] Group 3: Technological Developments - The company is actively involved in the semiconductor field, successfully entering the semiconductor packaging industry with its IC packaging equipment [4] - It has made significant advancements in solid-state battery technology, focusing on ultrasonic welding and automation equipment for lithium battery production [4] Group 4: Market Expansion - The company is expanding its presence in the overseas market, establishing relationships with several Fortune 500 companies, including Valeo and Harman [4] - It is also developing equipment for perovskite solar cells, with new products entering the debugging phase and preparing for shipment [4]
联得装备(300545) - 2025年7月4日投资者关系活动记录表
2025-07-04 10:50
Company Overview - Shenzhen LianDe Automation Equipment Co., Ltd. has over 20 years of experience in the semiconductor display equipment industry, achieving significant technological integration and product quality [2][3] - The company has established long-term partnerships with renowned clients such as Bosch, Apple, and Foxconn, enhancing its reputation in the industry [2] Competitive Advantages - The company possesses advantages in industry experience, R&D innovation, brand recognition, comprehensive service, and customer resources, leading to stable growth in operational scale and performance [3] Product Applications - The company's flexible AMOLED bonding equipment is widely used in the mass production of foldable screens for major smartphone brands, with ongoing collaborations for innovative flexible screen applications [4] - In the solid-state battery sector, the company is increasing R&D investment in various automation equipment, achieving product breakthroughs and generating sales orders [5] Semiconductor Equipment Progress - The company focuses on chip packaging and testing equipment, including advanced devices like COF flip chip machines and high-precision semiconductor equipment, with plans to expand its R&D investment in this area [6] VR/AR/MR Display Sector - The company has developed equipment for the VR/AR/MR display field, gaining recognition from clients in this emerging market and establishing partnerships with leading international manufacturers [7]