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京东方A:公司在OLED领域的技术路线选择LTPO背板
Zheng Quan Ri Bao Wang· 2025-11-24 07:54
Core Viewpoint - BOE Technology Group has announced its commitment to the LTPO backplane technology in the OLED sector, which has been successfully validated in its sixth-generation production line and recognized by customers, indicating both technical success and market feasibility [1] Group 1: Technology and Market Position - The LTPO technology supports high-end mobile products such as tablets and laptops, as well as automotive displays, catering to high-demand application scenarios [1] - The company has positioned itself clearly in the high-end market, emphasizing its comprehensive capabilities in touch functionality and LTPO performance [1] Group 2: Market Demand and Supply - The penetration rate of OLED in high-end IT products (including monitors, tablets, and laptops) is still below 10% when converted to LCD equivalent capacity, suggesting that supply capacity will have a limited impact on the market in the medium to long term [1]