Deep Tianma: the future application of Micro-LED is broad, but it will take time for maturity and commercialization.
CTOnews.com news on October 14, according to the investor relations activity records disclosed by Shen Tianma, Shen Tianma said that since the beginning of this year, the company has announced the construction of vehicle display R & D center (Wuhu), 8.6 generation panel production line (TM19, Xiamen), new display module production line (TM20, Wuhu), full-process Micro-LED test line (Xiamen) and other important R & D and production line projects. At present, the above projects are progressing smoothly as scheduled.
When talking about Micro-LED business, Shen Tianma said that the company is actively engaged in forward-looking technology layout. Micro-LED is a cutting-edge technology with high attention, and it has a broad application scenario in the future, but it will take time for maturity and commercialization. In June this year, Deep Tianma announced the construction of a full-process Micro-LED test line from a huge amount to the display module, which aims to rely on independent layout and master key common technologies.
Upstream raw materials localization rate, Shen Tianma pointed out that in the display field, with the gradual maturity and stability of domestic resources, the current degree of LCD raw materials localization rate is relatively high, but the upstream core raw materials and key equipment layout of AMOLED, foreign suppliers still have a strong say, the localization rate improvement still takes time. With the continuous development of the display industry chain and the increasing maturity of AMOLED display technology, and the continuous improvement of domestic key raw materials, equipment quality and capacity, the localization rate of AMOLED raw materials and equipment is expected to be gradually improved. The company has established friendly cooperative relations with thousands of suppliers around the world, maintains and seeks long-term and deep cooperation, and has always supported and encouraged the development of domestic materials and equipment suppliers. The company will continue to promote the localization of the supply chain, diversified procurement, and constantly strengthen the resilience of the supply chain.
CTOnews.com learned that in view of the changes in panel prices, Shen Tianma said that since the beginning of this year, the global display industry is still in a new round of adjustment, while epidemic fluctuations, geopolitics, inflation and other macro factors have also intensified the range of industry adjustment, some market customer demand downward, product prices down. The company focuses on small and medium-sized shows that the downstream of the market is rich in applications, and most of them are customized products, with different price fluctuations in each segment of the display area, such as mobile phones, IT, cars, industrial products and so on. In addition to supply and demand will affect the price, product prices should also be integrated with product specifications, risk defense capabilities and other factors, different demand scheme prices will also be different, the key is how to quickly meet the needs of different customers and markets. The company pays attention to the promotion of product value and constantly adds on the screen to strive for higher value-added product order share and shipping strength. In addition, the company continues to optimize costs and improve operational efficiency. The company will strive to improve its comprehensive competitiveness and strive to achieve sustained and sound operation in the face of uncertainties.
