政策支持+蘋果戰略牽引京東方或將訂購8.6代OLED產線3、4期設備！

Semi Display

2025/09/25

Semi Display / 9月24日韓媒消息，京東方(BOE)有意進一步推進8.6代OLED生產線的擴建工作。在已公布的第一至第二期(總規模630億元人民幣，約11萬億韓元)投資正在進行的同時，京東方或正在重新討論是否推進此前普遍認為很有可能被擱置的第三至第四期生產線的動向。隨着政府的政策支持與蘋果公司的中國戰略相結合，京東方在OLED市場正在進一步發力。京東方OLED面板產線內部（圖片來源：...

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9月24日韓媒消息，京東方(BOE)有意進一步推進8.6代OLED生產線的擴建工作。在已公布的第一至第二期(總規模630億元人民幣，約11萬億韓元)投資正在進行的同時，京東方或正在重新討論是否推進此前普遍認為很有可能被擱置的第三至第四期生產線的動向。隨着政府的政策支持與蘋果公司的中國戰略相結合，京東方在OLED市場正在進一步發力。京東方OLED面板產線內部（圖片來源：ChosunBiz）韓顯示業界24日消息，京東方正在四川省成都建設8.6代AMOLED生產線。最初公布的總投資規模約為630億元人民幣(約11萬億韓元)，計劃建設第一至第二期，確保達到每月3.2萬片(以2290×2620㎜為基準)的生產能力。目前，第一期(1-2號線)和第二期(3-4號線)的建設正在依次進行。特別是，圍繞第二期是否啓動，此前因外部環境因素，多數預測其將被擱置，但最近據悉公司內部正在探討推進的可能性。一位韓業界相關人士表示：「僅靠1-2號線也能滿足初期的產能目標，但如果繼續推進到3-4號線，則可更好地應對中國大陸市場的內需和蘋果的需求。」據悉，8.6代OLED原本是為筆記本電腦、平板電腦等IT設備優化的生產線。不過，業界一部分人持續提出「京東方正在探討將部分產能應用於智能手機」的可能性。韓媒表示，這是一個與蘋果iPhone中國內需供貨量相關聯的情景。實際上，業界分析認為，蘋果可能會將其在中國國內銷售的部分產品，從全球主供應鏈轉為由京東方的供應鏈供應。不過，也有評價認為這與美國國際貿易委員會(ITC)的商業秘密侵權訴訟沒有直接關聯，因此初期的應用範圍很可能以中國內需為中心。韓媒強調，京東方可以説已經具備了減輕短期投資回收負擔，並基於政府補貼繼續進行激進擴建的環境。在此之上，與蘋果計劃將中國內需供貨量作為獨立供應鏈運營的戰略相結合，對京東方來説更為有利。韓業界相關人士表示：「如果京東方能拿下蘋果的內需訂單，就能維持全球品牌的背書，同時對擴大中國市場佔有率也更為有利。」事實上，如果京東方的投資得以實現，全球OLED供應鏈的重組將不可避免。目前，高端市場暫由三星顯示和LG Display主導，但如果京東方以8.6代OLED為基礎，同時發力IT和移動設備兩大領域，對其他廠商的競爭壓力必然會加大。特別是，如果面向蘋果的供貨量在一定程度上成為現實，那麼三星和LG Display以北美為中心的供應鏈與京東方以中國內需為中心的供應鏈，很可能會固化為「雙軌制」體系。這已不再是單純一家公司的擴建問題，而是改變全球OLED版圖的結構性變化。韓業界相關人士預測：「如果三星和LG Display不能持續進行技術差異化和強化高端產品線，那麼守住市場份額將並非易事。」聲明：本文系根據相關網絡內容編輯整理所得，我方僅為分享與討論，不代表我方讚成或認同，如有異議，侵權歡迎聯繫我們更正、刪除！商務合作：聯繫電話：13051027259/微信號：kayleighpark相關鏈接：BOE, 8.6세대 OLED 3~4라인 발주 착수…中 내수·애플 물량 겨냥 '승부수'https://www.ddaily.co.kr/page/view/2025092415281237896","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":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

政策支持+蘋果戰略牽引 京東方或將訂購8.6代OLED產線3、4期設備！

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政策支持+蘋果戰略牽引京東方或將訂購8.6代OLED產線3、4期設備！