AMOLED mobile phone penetration will rise, is expected to become the mainstream technology of smart phones
author:Admin
pubtime:2017-09-07
With the smart phone panel, television display new technology continues to evolve, coupled with a variety of computer devices for a new generation of memory products, so that application materials business skyrocketing, and the stock also reflects the market demand and performance growth, The last two years the stock price is more strong all the way, this year has risen more than 4 percent.
OLED display demand is increasing, towards the OLED TV or smart phone development trend is also more and more obvious, in addition to the quality requirements of television is getting higher and higher, the requirements for sound and light effects are more and more diverse, but also because of OLED TV is used by the self-luminous technology, no backlight, allowing TV images to show the ultimate, showing lifelike, pure black and beautiful colors, but also with the home aesthetic fit.
In addition, this year's high-end iPhone will be equipped with Samsung AMOLED panel trend under the lead, the major brands and panel factory competing large layout, AMOLED mobile phone penetration rate is expected to rise year by year, and is expected to become mainstream smart phone technology, demand is quite strong.
Due to the rapid growth of large-size TV (60-inch) market, coupled with the rapid adoption of smartphones for OLED displays, the new generation of mobile device market continues to fight, in increasing the demand for a variety of display devices for applications, Of the Tainan manufacturing center has reached capacity, so the construction of new plants is imperative.
To this end, the US business should continue to expand production, yesterday in the Southern Science and Industry Park Tainan manufacturing center held a new plant construction ceremony of the groundbreaking ceremony, which is also the second in the Taiwan display equipment manufacturing center, will be based on customer LCD Display (LCD) More than 10 generations of large panels (2940mm x 3370mm) production equipment and organic light-emitting diode (OLED) equipment, high demand.
With the new technology market began to expand, the material from the customer's orders naturally grow, and the relevant supply chain will also benefit. Kyodo (3413) has been working with Applied Materials for more than 10 years and is currently the largest foundry partner for key components and modules for Applied Materials Semiconductor Equipment, and is the best of its best supplier award in 2017 Contract manufacturing award, the legal person said that due to the proportion of semiconductor equipment revenue to enhance the second quarter gross margin performance is expected to grow over the previous quarter, the assessment of single-season profit opportunities have the opportunity to challenge the record high.
(8383) is one of the most important customers of the application materials. With the strong momentum of the market outlook, the demand for the shipments of the photoelectric vacuum chamber products is expected to drive the future operation. Warming up.
