三星顯示將於5月量產全球首條IT 8代OLED生產線，預計搭載於蘋果首款OLED MacBook

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02/02

據韓媒消息，三星顯示（SAMSUNG DISPLAY）將於5月正式啓動IT 8代有機發光二極管（OLED）生產線（A6線）的量產工作，這也是全球範圍內首次實現該世代IT OLED生產線的量產。2日，據業界消息透露，三星顯示已確定將於5月向A6生產線投入量產用玻璃基板，並已與合作企業共享相關日程安排。業內人士表示：「玻璃基板的投入意味着生產線正式進入量產運行階段。」三星顯示計劃在A6生產線上為...

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15:34","share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","id":"2608856226","market":"us","top_or_hot":-1,"title":"三星顯示將於5月量產全球首條IT 8代OLED生產線，預計搭載於蘋果首款OLED MacBook","media":"Display Insights","content":"<div>\n<p>據韓媒消息，三星顯示（SAMSUNG DISPLAY）將於5月正式啓動IT 8代有機發光二極管（OLED）生產線（A6線）的量產工作，這也是全球範圍內首次實現該世代IT OLED生產線的量產。2日，據業界消息透露，三星顯示已確定將於5月向A6生產線投入量產用玻璃基板，並已與合作企業共享相關日程安排。業內人士表示：「玻璃基板的投入意味着生產線正式進入量產運行階段。」三星顯示計劃在A6生產線上為...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026020215484697a47469&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>三星顯示將於5月量產全球首條IT 8代OLED生產線，預計搭載於蘋果首款OLED MacBook</title>\n<style 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MacBook","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"AAPU":0.6,"AAPB":0.6,"AAPL":1.5,"MACW.SI":0.6,"AAPW":0.6,"APLY":0.6,"OLED":1.5,"AAPY":0.6,"AAPD":0.6,"AAPX":0.6},"content_text":"據韓媒消息，三星顯示（SAMSUNG DISPLAY）將於5月正式啓動IT 8代有機發光二極管（OLED）生產線（A6線）的量產工作，這也是全球範圍內首次實現該世代IT OLED生產線的量產。2日，據業界消息透露，三星顯示已確定將於5月向A6生產線投入量產用玻璃基板，並已與合作企業共享相關日程安排。業內人士表示：「玻璃基板的投入意味着生產線正式進入量產運行階段。」三星顯示計劃在A6生產線上為蘋果公司生產首款OLED MacBook面板，該產品預計將於今年第四季度推出，將包含14英寸和16英寸兩種型號。據悉，三星顯示設定的今年年底前出貨目標約為200萬台。儘管A6生產線將於5月啓動量產，但OLED MacBook所需的部分模組零部件尚未完成開發，核心原因在於成本問題。為降低OLED MacBook的製造成本，蘋果公司持續對零部件設計進行微調，且產品上市前還需完成可靠性檢測。考慮到A6生產線是首次量產，三星顯示的首要任務或將是穩定確保OLED面板的供應量。其流程為：在前段工序中完成全部面板的生產並確保庫存後，再於後段工序中進行模組組裝。由於三星顯示需從第三季度起向MacBook組裝廠商富士康供應OLED面板，因此業界推測其A6生產線的運行日程已據此進行了調整。三星顯示曾於2023年4月宣佈，將向IT 8代OLED生產線投資4.1萬億韓元（約合人民幣220億元），計劃截至2026年完成投資，並從2026年起在此生產線每年生產1000萬台IT OLED面板（以14.3英寸為基準），目標將該業務營收佔比提升至公司總營收的20%左右。該生產線按每月投入1.5萬張8代玻璃原片的規模設計。除蘋果外，三星顯示也在積極爭取其他IT企業客户。只有將A6生產線生產的OLED面板供應給戴爾、惠普（HP）、聯想等主流筆記本電腦廠商（即業內所稱的「DHL」陣營），才能提高生產線的開工率並降低製造成本。與此同時，京東方（BOE）也在推進IT 8代OLED設備投資，緊追三星顯示的步伐。京東方在上月的投資者説明會上表示：「預計成都（IT）8代OLED生產線（B16線）將於今年下半年進入量產階段。」該公司還透露：「該生產線已於去年12月30日實現點亮（ramp-up），較原計劃提前了5個月。」京東方方面預計，「量產啓動後，公司應對筆記本電腦、平板電腦等IT面板需求的能力將得到顯著強化。」此處的「點亮」是指生產線各相關工序可連續投入並輸送玻璃基板的階段。京東方B16生產線的設計規模為每月3.2萬張玻璃原片，是三星顯示A6生產線（月產1.5萬張）的兩倍多。該生產線從設計之初便兼顧了IT OLED與智能手機OLED的生產能力。不過，蘋果今年推出的OLED MacBook面板將僅由三星顯示獨家供應。關注此公眾號，請點擊↓↓↓商務合作，掃微信號↓↓↓","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":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}