Shulou(Shulou.com)11/24 Report--

CTOnews.com March 14 news, according to the investor relations activity records disclosed by Vicino yesterday, Vicino said in an investor survey on March 10 that unlike the periodicity of large-size LCD panels, OLED is currently in the technology introduction period, and the price is not cyclical for the time being. With the increase of shipments and the influence of domestic substitution of materials, the cost of OLED will further decrease.

In terms of growth rate, Weixinuo said that most of the new phones of terminal manufacturers were released in the second half of the year, and the industry has a certain seasonality. According to third-party reports, in the fourth quarter of 2022, the company's overall farming rate was 12 percentage points higher than the industry average, reaching 72%. Among them, the farming rate of Kunshan line and Gu'an line is more than 90%.

CTOnews.com learned from Vicino officials that Vicino is currently cooperating with Glory, Xiaomi, OPPO and other head manufacturers, and is the core supplier of Glory. Vicino said that in 2022, the company's main customers demonstrated strong competitiveness. Since the second half of the year, the company has accelerated the release of production capacity, the level of production rate continues to be in the forefront of the industry, and the market share continues to increase. With the increasing recognition of domestic screens by terminal manufacturers, the market share of domestic screens is expected to continue to increase.

In the field of vehicles, Vicino said that in recent years, the market penetration of new energy vehicles has been increasing, with increasing demand for screens for dashboards, co-drivers and rear entertainment screens, as well as emerging HUD and electronic rearview mirrors. Compared with the traditional LCD screen, the OLED display effect is better and the brightness is higher. The lamination technology is continuously improving the product life and reliability. Combined with the flexible characteristics of OLED, the interior design language can be reconstructed as a whole. OLED screen from high-end brands, gradually infiltrate to high-end brands, market share continues to increase. The company signed a strategic cooperation agreement with FAW Group to jointly build a joint innovation laboratory, jointly create an innovative platform for intelligent cockpit and advanced display, and launch a series of products such as multi-size, multi-form and integrated touch control in the field of on-board display, so as to realize the application of more and more advanced AMOLED on-board display technology in FAW Hongqi brand. In the future, the company will also strengthen the research and development of vehicle display technology, and continue to explore the possibility of more innovative cooperation in the vehicle display industry chain.

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