According to the Daily Economic News, Peng Xuhui, chairman of SZTMC, said recently that in the long run, the growth of AMOLED is a definite trend, and is only in a phase of slowing growth. In the future, with the increase of OLED cell phone screen ratio, the promotion of folding screen and the application of OLED in the field of flat panel, notebook and car, the supply and demand of small and medium size OLED panels will improve.
It is understood that SZTMC’s latest G6 AMOLED production line TM18 has completed the first product lighting in February this year, and has locked in large domestic customers, and actively prepare for the end of mass production. As of the first quarter of this year, the revenue of SZTMC OLED rigid smart wearable products has increased by more than 90% year-on-year, and the competitiveness of the products has been improving.
At the same time, Shenzhen Tianma is also accelerating the layout of the automotive business. Since this year, Shenzhen Tianma has announced the investment in the construction of automotive display R & D center, G8.6 production line, new module production line, all covering the automotive display market, Shenzhen Tianma said, will deepen the strength of automotive display R & D applications, while expanding the production capacity of automotive medium and large size products and help further enhance and optimize product specifications, better and faster to meet the diversified needs of customers, to help the company in the field of automotive display system The company will be able to improve its system capability and market position in the field of in-vehicle display.
At the second extraordinary shareholders’ meeting in 2022, Hong Zhengyang, investor relations manager of SZTMC’s board of directors’ office, introduced that in 2021, SZTMC ranked first in the world in terms of TFT and in-vehicle instrument shipments, and the revenue of in-vehicle business increased 27% year-on-year. In the first quarter of this year, the company’s in-vehicle business continued to maintain good growth momentum, including LTPS in-vehicle product sales growth of more than 200% year-on-year, the technology level and product specifications continue to improve.
It further said, “At present, our in-vehicle business is growing relatively fast, and the new orders are also a record high. Although shipments slowed down in the second quarter of this year due to the epidemic, we did not lose orders, but only the delivery pace slowed down, the company’s annual target has not changed, and strive to increase shipments of automotive business in the second half of the year. At the same time, the company’s LTPS production capacity is also tilted to the automotive sector.”