Universal Display Corporation(OLED)今日盘中大涨5.01%，引起了市场的广泛关注。
消息面上，研究机构Omdia发布报告称，平板显示器(FPD)制造设备的折旧速度正在加快，这将缓解OLED和LCD面板厂商的成本压力。报告预测，到2028年，全球已完全折旧的FPD制造产能将几乎翻倍，其中OLED行业的折旧趋势尤为明显，韩国的白光OLED(WOLED)和量子点OLED(QD OLED)生产设施预计届时将接近完全折旧，大幅降低运营成本，使其大尺寸OLED电视和显示器业务实现可持续盈利。
此外，用于智能手机面板的6代及更小基板的RGB精细金属掩膜(FMM)OLED产能，其折旧比例也将从2021年的不足10%大幅增加至2028年的超过60%。折旧成本的降低意味着厂商能够以更具竞争力的成本结构运营，这被视为对整个OLED产业链的长期利好，可能提振了市场对Universal Display Corporation等OLED技术领先企业未来盈利能力的信心。
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