G8.6代金属掩膜版(CMM)

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总投资超59亿,国内OLED掩膜版企业开启加速度
WitsView睿智显示· 2025-08-13 07:53
Core Viewpoint - The article highlights the rapid development of domestic metal mask production for OLED panels, emphasizing the importance of local supply chains in reducing reliance on imports and enhancing production efficiency [8]. Group 1: Company Developments - Chengdu Tuowei High-Tech Optoelectronics Co., Ltd. has successfully produced and delivered its first 8.6-generation Common Metal Mask (CMM) to leading industry clients on August 11 [1]. - Tuowei High-Tech focuses on the precision regeneration of OLED masks and components, CMM and Fine Metal Mask (FMM) research and manufacturing, with production bases in Chengdu and Chuzhou [2]. - The company’s subsidiary, Tuowei Optoelectronic Materials (Chuzhou) Co., Ltd., is responsible for FMM production, with a total investment of 550 million yuan, aiming for mass production this year [2]. Group 2: Industry Trends - The domestic G8.6-generation OLED panel production lines are advancing, leading to accelerated development of high-generation mask projects, with total investments exceeding 5.9 billion yuan by 2025 [3]. - Various companies are making significant investments in G8.6 metal mask projects, including: - Quyang Optoelectronics with a 500 million yuan investment for its main plant [5] - Luwei Optoelectronics with a 2 billion yuan investment for its AMOLED mask project [5] - Gaoguang Semiconductor with a 460 million yuan investment for core equipment [5] - The domestic production of high-generation metal masks is crucial for meeting the urgent supply chain needs of G8.6 OLED panel production lines, which will help lower production costs and enhance supply chain stability [8]. Group 3: Technical Insights - Metal masks are critical materials in the OLED deposition process, determining the yield and resolution of OLED screens by accurately depositing organic materials to form pixels [2]. - There are two main types of metal masks: CMM, which has larger holes and lower precision, and FMM, which has smaller holes and higher precision, used for OLED light-emitting material deposition [2]. - In addition to metal masks, light masks are also essential in OLED panel manufacturing, playing a key role in transferring circuit designs onto substrates [6]. Group 4: Future Outlook - The establishment of more high-generation projects and their mass production will further enhance the stability of the material supply chain for domestic G8.6 OLED production lines, potentially leading to reduced production costs [8].