Regarding the application prospects of OLED technology in the automotive market, Shentianma A said that the application of OLED technology in the field of automotive display is one of the hot spots in the industry. It can provide more diversified solutions for automotive display and is also conducive to better expansion of OLED Application areas of technology. Objectively speaking, the application of OLED technology in the field of vehicle-mounted displays still faces tests such as vehicle-level stability and longevity. The industry continues to increase investment in improving and upgrading related technologies and solutions, and it will take some time to settle. As the industry chain and technology as a whole mature and become more competitive after large-scale application in the future, its penetration in the vehicle-mounted field will gradually increase. The company has a multi-business portfolio in the OLED field, currently focusing on smartphone products and smart wearable products. The company pays close attention to the penetration of OLED technology in the automotive display market, including but not limited to, and has plans for the application of related technologies in automotive products, which will be promoted based on market development and customer needs.
In addition, regarding the company’s current development of AMOLED smartphone business, Shenzhen Tianma A said that in the first three quarters of this year, The company's new flexible AMOLED smartphone project launches continue to increase, product shipment scale and sales increase quarter by quarter, and are applied in multiple brand customer product series. The company continues to develop and optimize high screen-to-body ratio AMOLED display technology, high-frequency PWM dimming technology, AMOLED power reduction, thin and light technology combination solutions, pixel arrangement solutions, etc., and actively incorporates them into related products to continuously improve product specifications. At present, the more important thing for the flexible AMOLED smartphone business is to cover more brand customer projects and strive for a larger share to enhance product competitiveness. The Xiamen G6 flexible AMOLED production line (TM18) operated and managed by the company completed the lighting of its first product in February this year. In August, the first batch of products was shipped to international brand customers, setting a new record for delivery speed for new production lines in the industry; currently, technical pre-research and product certification with many mainstream brand customers are progressing steadily. As the company's latest AMOLED production line, this production line has laid out advanced technologies including folding, power reduction (including HTD, etc.), and under-screen photography.
Shenzhen Tianma A further pointed out that since this year, the company has announced the investment in important R&D and mass production line projects such as the automotive display R&D center (Wuhu), the 8.6th generation panel production line (TM19, Xiamen), the new display module production line (TM20, Wuhu), the full-process Micro-LED test line (Xiamen), all based on the company's main display business to strengthen and expand and the "2+1+N" strategic plan, covering automotive, industrial The company's advantageous areas such as product display, IT display and other companies develop incremental markets, as well as the future blue ocean market in the Micro-LED field, taking into account mature technologies and long-term technologies. While actively expanding production capacity and improving product specifications in response to market demand, it also conducts forward-looking layout in the field of new products and new technologies, focusing on the medium and long-term layout planning, further enhancing the company's long-term competitiveness in the new display field, and effectively consolidating the competitive advantage in the small and medium-sized display field. TM19 and TM20 have been released in Construction started in September and November this year and the progress is in line with the plan.
Finally, Shenzhen Tianma A said that in the display field, as domestic resources gradually mature and stabilize, the current localization rate of LCD raw materials is relatively high. However, in the layout of core raw materials and key equipment in the upstream of AMOLED, foreign suppliers still have a strong say, and it will still take time to increase the localization rate. As the display industry chain continues to develop and AMOLED display technology becomes increasingly mature, and the quality and capabilities of domestic key raw materials and equipment continue to improve, the localization rate of AMOLED raw materials and equipment is expected to gradually increase.
ANNA