国内外IT尺寸用OLED产线建设和量产进入加速周期，OLED面板检测设备值得关注【华安电子｜行业点评】

波哥聊电子

09/14

核心观点三星显示2026Q2末启动苹果OLED MacBook Pro笔记本面板量产韩媒TheElec报道称，三星显示(SDC)预计将在今年底启动苹果首款OLED屏幕MacBook Pro笔记本电脑所需面板的试产，正式量产时间则是2026年二季度末。三星显示成功拿下了苹果OLED MacBook Pro的屏幕独供，将提供14英寸和16英寸两种尺寸的面板，这些面板将由三星显示的G8 IT OLED...

网页链接

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2567154899"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2567154899\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2567154899?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":false,"pubTime":"2025-09-14 23:45","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2567154899","market":"us","top_or_hot":-1,"title":"国内外IT尺寸用OLED产线建设和量产进入加速周期，OLED面板检测设备值得关注【华安电子｜行业点评】","media":"波哥聊电子","content":"<div>\n<p>核心观点三星显示2026Q2末启动苹果OLED MacBook Pro笔记本面板量产韩媒TheElec报道称，三星显示(SDC)预计将在今年底启动苹果首款OLED屏幕MacBook Pro笔记本电脑所需面板的试产，正式量产时间则是2026年二季度末。三星显示成功拿下了苹果OLED MacBook Pro的屏幕独供，将提供14英寸和16英寸两种尺寸的面板，这些面板将由三星显示的G8 IT OLED...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b\">网页链接</a>\n\n</div>\n","source":"tencent","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>国内外IT尺寸用OLED产线建设和量产进入加速周期，OLED面板检测设备值得关注【华安电子｜行业点评】</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n国内外IT尺寸用OLED产线建设和量产进入加速周期，OLED面板检测设备值得关注【华安电子｜行业点评】\n</h2>\n\n<h4 class=\"meta\">\n\n\n2025-09-14 23:45 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b><strong>波哥聊电子</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>核心观点三星显示2026Q2末启动苹果OLED MacBook Pro笔记本面板量产韩媒TheElec报道称，三星显示(SDC)预计将在今年底启动苹果首款OLED屏幕MacBook Pro笔记本电脑所需面板的试产，正式量产时间则是2026年二季度末。三星显示成功拿下了苹果OLED MacBook Pro的屏幕独供，将提供14英寸和16英寸两种尺寸的面板，这些面板将由三星显示的G8 IT OLED...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2097344357.USD","symbol_name":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","start_time":0,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b","article_id":"2567154899","we_media_id":null,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, .wx-sou","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2567154899","pubTimestamp":1757864730,"columns":[],"sourceInfo":{"source_id":"tencent","name":"腾讯"},"weMediaInfo":null,"summary":"2025年第二季度确认了IT应用正成为OLED面板的新增长引擎。此前京东方和维信诺都公告建设8.6代AMOLED产线，国产OLED产线的建设将进一步为未来IT尺寸用OLED等应用打下基础。以苹果公司为代表的消费电子公司，其供应商三星显示加速对IT尺寸用OLED的量产将进一步带动其他相关企业导入对IT尺寸用OLED的进度。","collect":0,"end_time":0,"defaultTopTitle":"qq.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2097344357.USD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (USDHDG) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","LU1935042488.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU1935042215.USD":"MANULIFE GF GLOBAL MULTI-ASSET DIVERSIFIED INCOME  \"AA\" (USD) INC A","IE00B775H168.HKD":"JANUS HENDERSON BALANCED \"A5M\" (HKD) INC","AAPL":"苹果","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","IE0004445015.USD":"JANUS HENDERSON BALANCED \"A2\" (USD) ACC","IE000W1ABFV2.USD":"PIMCO BALANCED INCOME AND GROWTH \"R\" (USD) INC","LU2191332357.HKD":"SCHRODER ISF SUSTAINABLE MULTI-ASSET INCOME \"A\" (HKDHDG) INC","BK4579":"人工智能","LU0127658192.USD":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) ACC","LU1066051225.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AC\" (USD) ACC","LU1145028129.USD":"ALLIANZ INCOME AND GROWTH \"AQ\" (USD) INC","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1037948897.HKD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (HKD) INC","LU1066051498.USD":"HSBC GIF GLOBAL EQUITY VOLATILITY FOCUSED \"AM2\" (USD) INC","LU0345768153.USD":"NINETY ONE GSF GLOBAL STRATEGIC MANAGED \"A\" (USD) ACC","LU1989772923.USD":"CPR Invest - Climate Action A2 Acc USD-H","LU2023250330.USD":"ALLIANZ INCOME AND GROWTH \"AMG\" (USD) INC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","IE00BLSP4452.SGD":"Legg Mason ClearBridge - Tactical Dividend Income A Mdis SGD-H Plus","SG9999014898.SGD":"United Global Quality Growth Fund Dis SGD","SG9999015341.SGD":"United Income Focus Trust Acc SGD-H","LU2065170008.USD":"M&G (LUX) GLOBAL MAXIMA \"A\" (USD) INC","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","BK4573":"虚拟现实","MACW.SI":"APPLE 3xLongSG261006","SG9999014914.USD":"UNITED GLOBAL QUALITY GROWTH (USDHDG) INC","SG9999000418.SGD":"Aberdeen Standard Global Technology SGD","SG9999015358.SGD":"United Income Focus Trust Dis SGD-H","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","IE00BJJMRX11.SGD":"Janus Henderson Balanced A Acc SGD","LU2756315664.SGD":"ALLIANZ INCOME AND GROWTH \"AMI\" (SGDHDG) INC","OLED":"Universal Display Corporation","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU0154236417.USD":"BGF US FLEXIBLE EQUITY \"A2\" ACC","SG9999014542.SGD":"United Income Focus Trust Acc SGD","LU0957791311.USD":"THREADNEEDLE (LUX) GLOBAL FOCUS \"ZU\" (USD) ACC","LU2347655156.SGD":"JPMorgan Investment Funds - Global Income A (icdiv) SGD-H","BK4141":"半导体产品","SSNLF":"三星电子","LU1868836757.USD":"CT (LUX) I AMERICAN FUND \"2\" (USD) ACC","LU2347655073.USD":"JPM GLOBAL INCOME \"A\" (USDHDG) INC A","IE0009G5SDU7.USD":"PIMCO BALANCED INCOME AND GROWTH \"M\" (USD) INC","SG9999015978.USD":"利安颠覆性创新基金A","SG9999018857.SGD":"United Global Quality Growth Fd Cl Acc SGD-H","LU2087621335.USD":"ALLSPRING GLOBAL FACTOR ENHANCED EQUITY \"A\" (USD) ACC","LU0096364046.USD":"CT (LUX) I AMERICAN \"DU\" (USD) ACC","IE00BKDWB100.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5H\" (SGDHDG) ACC"},"translate_title":"The construction and mass production of OLED production lines for IT size at home and abroad have entered an accelerated cycle, and OLED panel testing equipment deserves attention [Huaan Electronics | Industry Review]","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPL":0.9,"MACW.SI":0.6,"OLED":1,"SSNLF":0.9},"content_text":"核心观点三星显示2026Q2末启动苹果OLED MacBook Pro笔记本面板量产韩媒TheElec报道称，三星显示(SDC)预计将在今年底启动苹果首款OLED屏幕MacBook Pro笔记本电脑所需面板的试产，正式量产时间则是2026年二季度末。三星显示成功拿下了苹果OLED MacBook Pro的屏幕独供，将提供14英寸和16英寸两种尺寸的面板，这些面板将由三星显示的G8 IT OLED生产设施A6制造。A6设施包括2条月玻璃基板输入量均为7500片的OLED生产线，按14.3英寸面板计算全年产能可达1000万块。苹果所需的屏幕将占用其中一条，2026年的整体产能将在200~300万块水平。TCL公告建设8.6代印刷OLED产线，预计总投资额约人民币295亿元9月12日，TCL科技集团发布公告，公司、旗下子公司TCL华星与广州市人民政府、广州经济技术开发区管理委员会共同签署项目合作协议，拟共同出资于广州市建设一条月加工2290 mm×2620 mm玻璃基板能力约2.25万片的第8.6代印刷OLED显示面板生产线（简称“t8项目”），主要产品涵盖平板、笔记本电脑、显示器等应用领域，预计总投资额约人民币295亿元。国内积极建设OLED产线，中大尺寸IT用OLED打开OLED应用市场空间根据Counterpoint Research的9月报告，随着中国供应链成熟和成本优势显现，国产OLED面板正在2025年第二季度加速渗透全球市场，三星显示（SDC）以37%（第1季度为36%）的市场份额稳居第一；中国厂商京东方（BOE）表现稳定，保持15%的市场份额；维信诺供应占比为14%，第1季度为12%；LG Display（LGD）供应占比为9%，第1季度为11%；华星光电（CSOT）供应占比为9%，第1季度为8%。智能手机和电视需求趋于稳定，但相比去年同期依然疲软。IT面板（显示器和笔记本电脑）实现了突破性增长，主要得益于高端产品的采用和供应商的多元化参与。2025年第二季度确认了IT应用（显示器和笔记本电脑）正成为OLED面板的新增长引擎。供应能力的提升、更广泛的OEM采用以及消费者对高端显示屏的需求趋于一致，同时关税因素也为向OLED的产品组合转变提供了额外动力。此前京东方和维信诺都公告建设8.6代AMOLED产线，国产OLED产线的建设将进一步为未来IT尺寸用OLED等应用打下基础。以苹果公司为代表的消费电子公司，其供应商三星显示加速对IT尺寸用OLED的量产将进一步带动其他相关企业导入对IT尺寸用OLED的进度。投资建议面板检测设备领域重点推荐公司：精智达，其他面板产线用设备公司包括：精测电子，奥来德，OLED材料相关公司包括莱特光电。相关报告【华安电子｜公司点评】精智达：2025年上半年半导体业务高速成长，研发持续投入巩固优势","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}