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平安证券晨会纪要-20250620
Ping An Securities· 2025-06-20 00:59
| 海外市场 | | 涨跌幅(%) | | | --- | --- | --- | --- | | 指数 | 收盘 | 1日 | 上周 | | 中国香港恒生指数 | 23238 | -1.99 | 0.42 | | 中国香港国企指数 | 8411 | -2.13 | 0.30 | | 中国台湾加权指数 | 22004 | -1.58 | 1.90 | | 道琼斯指数 | 42172 | -0.10 | -1.32 | | 标普500指数 | 5981 | -0.03 | -0.39 | | 纳斯达克指数 | 19546 | 0.13 | -0.63 | | 日经225指数 | 38488 | -1.02 | 0.25 | | 韩国KOSP100 | 2978 | 0.19 | 2.94 | | 印度孟买指数 | 81362 | -0.10 | -1.30 | | 英国FTSE指数 | 8843 | 0.11 | 0.14 | | 俄罗斯RTS指数 | 1117 | 0.10 | -1.08 | | 巴西圣保罗指数 | 138717 | -0.09 | 0.82 | | 美元指数 | 99 | 0.05 | - ...
群智咨询:预计2025年PHUD对于LTPS LCD面板需求约60万片
Zhi Tong Cai Jing· 2025-06-19 10:24
Group 1 - The core viewpoint of the article is that the demand for PHUD (Projection Head-Up Display) for LTPS LCD panels is expected to grow significantly, reaching approximately 600,000 units by 2025 and potentially increasing to 2.5 million units by 2026, representing a year-on-year growth of about 316% [2] - The explosive growth in demand is driven by leading automotive brands such as BMW and Xiaomi, with more brands likely to follow suit, indicating a penetration path of "luxury brands leading + independent car manufacturers following" [2] - By 2030, the demand for PHUD in LTPS LCD panels is projected to reach 7.8 million units, highlighting the long-term growth potential in this segment [2] Group 2 - The demand for HUD (including PHUD) LTPS LCD panels is expected to accelerate, with shipments projected at approximately 8.5 million units in 2024, exceeding 10 million units in 2025, and potentially reaching over 25 million units by 2030 [3] - Traditional HUD panels are primarily smaller in size, but the introduction of PHUD will significantly increase the size requirements, leading to a more pronounced consumption of LTPS LCD panel capacity [3] - By 2025, the demand for HUD LTPS LCD panels is estimated to require about 17,000 G6 glass substrates, with PHUD contributing 5,000 units, accounting for 29% of the HUD panel demand [3] Group 3 - The rise of PHUD and HUD technologies is expected to pose a threat to the traditional full LCD instrument market, creating new opportunities and challenges in the competition between HUD panels and instrument markets [4] - Increased demand for higher brightness will drive the adoption of Mini LED backlight products in the automotive market, while the need for high brightness and high transmittance will explore the potential of Micro LED technology, further promoting the application of new display technologies in the automotive sector [4]
近年高峰!2024年全球手机面板出货量达21.57亿片
WitsView睿智显示· 2025-02-26 11:14
以下文章来源于TrendForce集邦 ,作者TrendForce TrendForce集邦 . TrendForce集邦咨询是一家全球高科技产业研究机构。研究领域横跨存储器、半导体、晶圆代工、显示 面板、光电、新能源等产业,同时在汽车科技、5G通讯、IoT、人工智能、AR/VR等前瞻科技产业也累 积丰厚的研究能量。 【TrendForce】 根据TrendForce集邦咨询最新调查,2024年受到手机新机销量成长,以及二手机 和整新机需求增加驱动,全球手机面板出货量年增11.4%、达21.57亿片,达到近年高峰。 预估2025年由于新机需求稳定,手机市场可能回归供需循环,而二手市场需求预计将持稳或小幅 下降,导致手机面板出货量年减3.2%,为20.93亿片。 三星显示 排名第二的三星显示(SDC)受惠于苹果对AMOLED高阶面板需求的支持,以及自家品牌的使 用,2024年出货为3.78亿片。但2025年苹果可能计划性提高其他供应商的供货比例,预计将导致 SDC的手机面板出货量小幅下滑至3.65亿片,年减3.5%。 惠科 惠科(HKC)的a-Si LCD出货量迅速成长后,持续稳定排名第三,凭借其G8.6世代线 ...