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

CTOnews.com April 4 news, Shenzhen Tianma A recently accepted investor research said, The company deeply cultivated a number of customized market segments, Product portfolio structure is relatively stable. According to the latest situation, the consumer goods market (such as IT, AMOLED mobile phones, etc.) has shown signs of recovery, and the company continues to pay attention to the dynamic changes in market demand and actively respond to them. Recently, some of the AMOLED flexible mobile phones that the company participates in have been listed for six consecutive times. The Company attaches great importance to the development of AMOLED business, and will strengthen the efforts to cover more brand customer projects and strive for a larger share. In the new year, the shipment of AMOLED mobile phone display products of the Company is expected to be further improved.

In 2022, the Company's flexible AMOLED mobile phone display business continued to improve, with shipments increasing quarter by quarter, shipments to a number of industry brand customers, shipments of flexible AMOLED mobile phone panels increased by nearly 60% year-on-year, shipment specifications were further improved, equipped with advanced industry technologies, and gradually participated in flagship projects of some customers. With the company's latest AMOLED production line TM18 lit up ahead of schedule and the first batch of products shipped to industry brand customers, the company's overall flexible AMOLED business began to enter a comprehensive development period.

Xiamen TM18 project (CTOnews.com Note: 6th generation flexible AMOLED) operated and managed by the company, at present, the production line of the first phase is climbing, and the technical pre-research, product certification and shipment with many mainstream brand customers are rapidly advancing. The company's AMOLED flexible business is constantly improving, and it is still climbing, and it has not yet achieved break-even.

Shen Tianma A said that from the perspective of market demand and long-term market forecast of market research institutions, the demand for LTPS display screens in smart phones will still maintain scale, and large-scale market demand always exists. The company has been ranked first in the world in terms of LTPS smartphone market shipment share for 5 consecutive years. The company will maintain its leading edge in the LTPS mobile phone field, accelerate the development of LTPS in the IT and vehicle display fields, accelerate the diversification of LTPS business, and continuously optimize the LTPS product structure.

At present, the company's vehicle-mounted products are mainly a-Si, and the proportion of LTPS is rapidly increasing. In 2022, the sales volume of LTPS vehicle-mounted products doubled year-on-year. The company will make full use of the existing LTPS G5.5 and G6 production line resources and accumulation, accelerate the expansion of LTPS production capacity to diversified fields such as automotive and IT display, and continuously improve product specifications.

Xiamen TM19 project (8.6th generation panel production line) and Wuhu TM20 project (new display module project) both focus on vehicle, IT and industrial product display fields, which have been officially started in 2022 and are planned to start mass production in H2 in 2024.

In addition, the company's full-process Micro-LED test line has been started, and the project is progressing smoothly as planned.

At present, the company's on-board display business is mainly to supply tier1 customers, and in some projects there is direct cooperation with the whole vehicle factory. The company's automotive electronics business has a number of brand customer cooperation projects in progress, and some products will be shipped in 2023.

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