双层OLED屏攻入消费电子产业链，中韩面板厂商竞速

第一财经05-09

中国厂商近年来正迅速攻向三星主导的OLED领域。近日，有消息称，京东方向苹果新平板电脑iPad Pro供应Tandem（双层OLED）屏幕，5月9日第一财经记者向京东方求证，但并未获得正面回应。记者从业内了解到，此次苹果新的高端平板电脑iPad Pro的双层OLED屏大概率由韩国面板厂供应。但在iPad Pro之前，京东方曾向荣耀旗舰手机提供过双层OLED屏。此外，京东方此次也为苹果新平板电脑...

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compete","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"OLED":1,"AAPL":0.9},"content_text":"中国厂商近年来正迅速攻向三星主导的OLED领域。近日，有消息称，京东方向苹果新平板电脑iPad Pro供应Tandem（双层OLED）屏幕，5月9日第一财经记者向京东方求证，但并未获得正面回应。记者从业内了解到，此次苹果新的高端平板电脑iPad Pro的双层OLED屏大概率由韩国面板厂供应。但在iPad Pro之前，京东方曾向荣耀旗舰手机提供过双层OLED屏。此外，京东方此次也为苹果新平板电脑iPad Air供LCD（液晶）屏。公开资料显示，苹果新款iPad Pro有11英寸、13英寸两款机型，售价分别从999美元、1299美元起，其厚度分别为5.3毫米、5.1毫米，是苹果迄今为止最薄的产品。对于苹果新款平板为何要用双层OLED屏，群智咨询（Sigmaintell）副总经理兼首席分析师陈军认为，双层OLED屏的主要优点是功耗显著降低以及使用寿命提升。所谓双层OLED屏，就是把两层OLED发光层串联叠加在一起，所以叫Tandem。调研机构CINNO Research首席分析师周华表示，它的好处是可以减少单层发光层的电流强度，达到较高的亮度，可以增加寿命，适合应用于IT类产品比如高端平板电脑、高端笔记本电脑，以及车载显示等高附加值产品。目前该技术已可以量产，但是价格偏高，陈军估计，双层OLED模组价格比普通OLED模组高约15%以上。周华表示，由于双层OLED屏处于产业化初期，考虑良率等因素，成本是普通OLED屏的数倍。双层OLED屏可以在现有OLED产线上生产，只是产能会损失50%左右。而对于这一新技术，中国和韩国面板厂商均已展开布局。“三星已经开始给苹果大量供应双层OLED屏，并且三星对应相关需求的高世代OLED生产线已经开始建设，LG显示也已经规划了新的OLED生产线的建厂计划。”周华表示，目前双层OLED屏幕的价格，基本上只有苹果的终端产品定价策略勉强能用得起，后续市场推广还是要大幅降低成本。而在国内，中国面板厂也加快在这一领域的布局。周华预计，京东方投资630亿元正在成都建设的8.6代OLED生产线，投产后将可以满足这类需求。未来从理论上说，双层OLED屏成本增加主要在于，有机发光材料比普通OLED屏的用量增加约1倍，还有初期建设时OLED蒸镀设备数量比普通OLED屏的设备增加1倍，因此折旧摊销会更高。陈军也认为，京东方在双层OLED屏的技术和产品已有储备。周华对记者表示，此次苹果iPad Pro双层OLED屏的供应方应该是三星，而在之前，荣耀旗舰手机已用过京东方Tandem屏“试水”。两个月前，荣耀通过与京东方的合作，在Magic6RSR保时捷款上实现了Tandem技术落地。业内人士认为，这一技术为国产手机提供了更多的议价权和灵活性，也降低了对外国供应链的依赖。整体上看，2023年全球平板电脑面板中OLED面板的渗透率约为2%，同比2022年出货量微幅增长2%。供应主要来自SDC(三星显示）、EDO（和辉光电）的ROLED（刚性OLED)面板以及BOE（京东方）的FOLED（柔性OLED）面板，下游产品均定位高端旗舰机型。中国电子视像协会秘书长董敏对记者表示，随着三星、京东方重金投入8.6代线，未来上游和终端侧都会全力推动OLED产品的应用。事实上，中国厂商近年来正迅速攻向三星主导的OLED领域，其中手机用的小尺寸OLED首当其冲。五年前，三星 、LG显示AMOLED智能手机面板的全球市占率高达约九成，但在中国企业的追赶下，目前中韩企业份额已分庭抗礼。根据CINNO Research的统计数据，2024年第一季度全球AMOLED智能手机面板出货量约1.9亿片，韩国厂商的份额缩窄至46.6%，中国国内厂商出货份额占比53.4%，份额首次超越五成。5月9日截至10点03分，京东方涨0.23%至4.43元/股。","kind":null,"is_publish_news":null,"is_publish_highlight":null,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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