國內外IT尺寸用OLED產線建設和量產進入加速週期，OLED面板檢測設備值得關注【華安電子｜行業點評】

波哥聊電子

09/14

核心觀點三星顯示2026Q2末啓動蘋果OLED MacBook Pro筆記本面板量產韓媒TheElec報道稱，三星顯示(SDC)預計將在今年底啓動蘋果首款OLED屏幕MacBook Pro筆記本電腦所需面板的試產，正式量產時間則是2026年二季度末。三星顯示成功拿下了蘋果OLED MacBook Pro的屏幕獨供，將提供14英寸和16英寸兩種尺寸的面板，這些面板將由三星顯示的G8 IT OLED...

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23:45","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2567154899","market":"us","top_or_hot":-1,"title":"國內外IT尺寸用OLED產線建設和量產進入加速週期，OLED面板檢測設備值得關注【華安電子｜行業點評】","media":"波哥聊電子","content":"<div>\n<p>核心觀點三星顯示2026Q2末啓動蘋果OLED MacBook Pro筆記本面板量產韓媒TheElec報道稱，三星顯示(SDC)預計將在今年底啓動蘋果首款OLED屏幕MacBook Pro筆記本電腦所需面板的試產，正式量產時間則是2026年二季度末。三星顯示成功拿下了蘋果OLED MacBook Pro的屏幕獨供，將提供14英寸和16英寸兩種尺寸的面板，這些面板將由三星顯示的G8 IT OLED...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b\">網頁鏈接</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>國內外IT尺寸用OLED產線建設和量產進入加速週期，OLED面板檢測設備值得關注【華安電子｜行業點評】</title>\n<style 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href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b\">網頁鏈接</a>\n\n</div>\n\n<div class=\"bt-text\">\n\n\n<p> 來源：<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20250914234611952d08a4&s=b\">波哥聊電子</a></p>\n<p>為提升您的閱讀體驗，我們對本頁面進行了排版優化</p>\n\n\n</div>\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 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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":"核心觀點三星顯示2026Q2末啓動蘋果OLED MacBook Pro筆記本面板量產韓媒TheElec報道稱，三星顯示(SDC)預計將在今年底啓動蘋果首款OLED屏幕MacBook Pro筆記本電腦所需面板的試產，正式量產時間則是2026年二季度末。三星顯示成功拿下了蘋果OLED MacBook Pro的屏幕獨供，將提供14英寸和16英寸兩種尺寸的面板，這些面板將由三星顯示的G8 IT OLED生產設施A6製造。A6設施包括2條月玻璃基板輸入量均為7500片的OLED生產線，按14.3英寸面板計算全年產能可達1000萬塊。蘋果所需的屏幕將佔用其中一條，2026年的整體產能將在200~300萬塊水平。TCL公告建設8.6代印刷OLED產線，預計總投資額約人民幣295億元9月12日，TCL科技集團發佈公告，公司、旗下子公司TCL華星與廣州市人民政府、廣州經濟技術開發區管理委員會共同簽署項目合作協議，擬共同出資於廣州市建設一條月加工2290 mm×2620 mm玻璃基板能力約2.25萬片的第8.6代印刷OLED顯示面板生產線（簡稱“t8項目”），主要產品涵蓋平板、筆記本電腦、顯示器等應用領域，預計總投資額約人民幣295億元。國內積極建設OLED產線，中大尺寸IT用OLED打開OLED應用市場空間根據Counterpoint Research的9月報告，隨着中國供應鏈成熟和成本優勢顯現，國產OLED面板正在2025年第二季度加速滲透全球市場，三星顯示（SDC）以37%（第1季度為36%）的市場份額穩居第一；中國廠商京東方（BOE）表現穩定，保持15%的市場份額；維信諾供應占比為14%，第1季度為12%；LG Display（LGD）供應占比為9%，第1季度為11%；華星光電（CSOT）供應占比為9%，第1季度為8%。智能手機和電視需求趨於穩定，但相比去年同期依然疲軟。IT面板（顯示器和筆記本電腦）實現了突破性增長，主要得益於高端產品的採用和供應商的多元化參與。2025年第二季度確認了IT應用（顯示器和筆記本電腦）正成為OLED面板的新增長引擎。供應能力的提升、更廣泛的OEM採用以及消費者對高端顯示屏的需求趨於一致，同時關税因素也為向OLED的產品組合轉變提供了額外動力。此前京東方和維信諾都公告建設8.6代AMOLED產線，國產OLED產線的建設將進一步為未來IT尺寸用OLED等應用打下基礎。以蘋果公司為代表的消費電子公司，其供應商三星顯示加速對IT尺寸用OLED的量產將進一步帶動其他相關企業導入對IT尺寸用OLED的進度。投資建議面板檢測設備領域重點推薦公司：精智達，其他面板產線用設備公司包括：精測電子，奧來德，OLED材料相關公司包括萊特光電。相關報告【華安電子｜公司點評】精智達：2025年上半年半導體業務高速成長，研發持續投入鞏固優勢","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"}}}