BOE A (000725.SZ) tau tshaj tawm nws cov neeg ua lag luam kev sib raug zoo cov ntaub ntawv rau Lub Ob Hlis 22th.BOE tau teb rau cov lus nug ntawm tus nqi vaj huam sib luag, AMOLED kev lag luam kev nce qib thiab cov lus qhia hauv nkoj, raws li cov feeb.BOE ntseeg tias tam sim no, tag nrho cov dynamic tus nqi ntawm kev lag luam tseem nyob rau theem qis, tab sis lub vaj huam sib luag tus nqi xav tau muaj zog, yog li cov khoom siv LCD yuav muaj lub sijhawm los txhawb cov ntim thiab tus nqi nce.
BOE A (000725.SZ) tau tshaj tawm daim ntawv Investor Relations Record rau Lub Ob Hlis 22, 2023.
Nqe Lus Nug 1: Lub tuam txhab pom LCD vaj huam sib luag nqi tuaj li cas?
Teb 1: Hauv 2022, Kev lag luam thoob ntiaj teb kev loj hlob qeeb, kev noj haus txuas ntxiv tsis muaj zog, thiab cov neeg siv khoom siv hluav taws xob cov khoom siv hluav taws xob tau cuam tshuam tshwj xeeb.Lub semiconductor zaub kev lag luam txuas ntxiv qhov kev poob qis ntawm ib nrab xyoo 2021, thiab kev lag luam kev ua tau zoo txuas ntxiv poob mus thoob plaws xyoo.
Raws li cov ntaub ntawv thib peb lub koom haum sab laj, hauv thawj peb lub hlis twg ntawm 2023, tus nqi ntawm LCDTV cov khoom lag luam loj tseem nyob ruaj khov.Kev poob qis ntawm IT cov khoom lag luam txuas ntxiv zuj zus, thiab qee cov khoom lag luam tau nres.Tam sim no, tag nrho cov dynamic tus nqi ntawm kev lag luam tseem nyob rau theem qis, superimposed ntawm qhov tam sim no cov khoom muag tsis tshua muaj teeb meem, tab sis kev thov rau tus nqi nce yog muaj zog, LCD cov khoom yuav muaj lub sij hawm rau usher nyob rau hauv ntim thiab nqi nce.
Tsis tas li ntawd, raws li lub koom haum pab tswv yim kwv yees, 2023, loj LCD cov khoom xav tau cheeb tsam yuav rov qab mus rau txoj kev loj hlob, tshwj xeeb tshaj yog TV lag luam yuav loj hlob mus ntxiv.Kev lag luam khoom lag luam semiconductor yuav rov qab mus rau qhov tsis zoo ntawm lub caij nyoog.
Nqe Lus Nug 2: Txoj kev loj hlob ntawm kev lag luam hloov pauv AMOLED yog dab tsi hauv 2022?
Teb 2: Xyoo 2022, tag nrho kev lag luam xa khoom ntawm AMOLED hloov pauv tau tswj hwm txoj kev loj hlob, nws qhov kev nkag mus rau hauv lub xov tooj smartphone txuas ntxiv nce ntxiv, thiab nws tau tshwm sim hauv daim ntawv thov tshiab xws li phau ntawv sau computer thiab tsheb.Txawm li cas los xij, cuam tshuam los ntawm kev siv tsis muaj zog, tag nrho kev lag luam xa khoom loj hlob tus nqi qis dua qhov xav tau.Nyob rau tib lub sijhawm, muaj kev sib tw nqi qis ntawm qee cov neeg siv khoom nkag-theem khoom, thiab tus nqi nkag-theem hloov pauv AMOLED cov khoom tau poob qis.
Nqe Lus Nug 3: Kev lag luam AMOLED hloov tau li cas?
Teb 3: Nyob rau hauv lub ntsej muag ntawm ntau yam kev tsis zoo ntawm kev ua lag luam, lub tuam txhab pib ua tiav lub hom phiaj xa khoom txhua xyoo ntawm hloov pauv AMOLED hauv xyoo 2022, thiab txuas ntxiv kom nce ntau dua 30% piv rau xyoo tas los.Qhov kev faib ua feem ntawm cov khoom siv high-end tau nce tshwj xeeb, thiab kev ua tiav ntau lawm tau ua tiav hauv daim ntawv thov tshiab xws li tsheb thiab laptop.
Txawm li cas los xij, lub tuam txhab hloov pauv AMOLED kev lag luam tseem nyob rau hauv kev ntxhov siab vim kev poob qis thiab kev poob qis hauv cov txiaj ntsig tau los ntawm cov neeg siv khoom hauv Android.
Hauv 2023, raws li lub tuam txhab hloov pauv AMOLED kev lag luam txuas ntxiv zuj zus, thiab feem ntawm cov neeg siv khoom txuas ntxiv nce ntxiv.Nws cia siab tias lub tuam txhab hloov pauv AMOLED cov khoom xa tuaj yuav tsum muaj kev loj hlob ntau.Nyob rau tib lub sijhawm, lub tuam txhab yuav txuas ntxiv txhim kho cov khoom xa tuaj ntawm cov khoom siv high-end, txhim kho cov txiaj ntsig ntawm cov khoom lag luam, txhawb kev loj hlob sai ntawm LTPO, folding, tsheb, IT thiab lwm yam tshiab thiab ntu tshiab, thiab siv zog. los txhim kho kev ua tau zoo ntawm kev lag luam hloov pauv AMOOELD.
Nqe Lus Nug 4: Lub tuam txhab kev sib tw zoo li cas hauv kev lag luam hauv tsheb zaub?
BOE tau koom nrog kev ua haujlwm ntawm cov khoom siv sab hauv rau ntau xyoo.BOE Fine Electronics yog lub tuam txhab nkaus xwb on-board zaub module thiab system lag luam platform.
Hais txog kev siv tshuab, lub tuam txhab tau tshaj tawm cov khoom siv hloov pauv AMOLED, MiniLED, BDCELL thiab lwm yam khoom siv thev naus laus zis, uas tau siv dav hauv cov tiam tshiab ntawm cov ntse txuas nrog lub tsheb davhlau ya nyob twg hom.Hais txog cov peev txheej muaj peev xwm, vam khom rau lub tuam txhab a-Si, LTPS, Oxide thev naus laus zis cov peev txheej, lub tuam txhab cov khoom lag luam on-board tso saib kev lag luam layout txuas ntxiv txhim kho, thiab nplai thiab cov qauv khoom txuas ntxiv txhim kho.Raws li cov ntaub ntawv pov thawj thib peb, txij li thawj ib nrab ntawm 2022 BOE lub tsheb tso tawm cov khoom xa tuaj ua lag luam thawj zaug tau ua tiav lub ntiaj teb thawj zaug, lub quarter thib peb txuas ntxiv tuav lub lag luam thoob ntiaj teb ntawm thawj zaug, kev lag luam feem ntau tshaj 16. %.
Tsis tas li ntawd, BOE Fine Electronics Chengdu on-board Display Base tau muab tso rau hauv kev ua haujlwm hauv xyoo 2022. Lub hauv paus module no muaj cov khoom tsim tawm txhua xyoo txog li 15 lab ntawm cov khoom siv, uas tuaj yeem npog LCD on-board zaub modules xws li 5 nti mus rau 35 nti, pab kom tsis tu ncua kev sib tw kom zoo dua ntawm cov lag luam muaj feem xyuam.
Post lub sij hawm: Feb-28-2023