证券之星消息,深天马A(000050)12月11日在投资者关系平台上答复投资者关心的问题。投资者提问:近期存储芯片价格持续上涨,机构预测 2026 年全球智能手机出货量或将下滑,而小尺寸 OLED 面板核心应用依赖手机市场。公司如何看待 2026 年小尺寸 OLED 面板的行业供需与价格趋势?针对终端需求变化,公司将采取哪些产品结构优化、客户拓展或降本增效举措,以应对市场挑战并保障业务稳健发展?深天马A回复:您好,感谢您对天马公司的关注。根据第三方市调机构信息,柔性AMOLED技术在手机显示领域渗透率仍将持续提升,并保持结构性增长,其中大陆OLED面板厂商未来有望进一步提升市场份额,但阶段性也会面临市场竞争日趋激烈等影响,给行业厂商短期经营带来压力。公司将继续推进OLED手机产品高端化布局,不断加强在旗舰项目的能力和覆盖,同时积极推进OLED技术在车载、IT、穿戴等领域的多元化拓展,依托丰富的客户布局、产线能力的持续提升、多维度的极致降本等综合措施,来持续提升柔性AMOLED业务的规模和盈利水平。为证券之星据公开信息整理,由AI算法生成(网信算备310104345710301240019号),不构成投资建议。
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