Raws li South Kauslim xov xwm tshaj tawm rau lub Cuaj Hlis 30, Sunic System yuav ua rau nws muaj peev xwm ntau lawm rau cov khoom siv evaporation kom haum rau kev nthuav dav ntawm 8.6th-tiam OLED kev lag luam-ib ntu tau saib raws li tiam tom ntej organic teeb-emitting diode (OLED) thev naus laus zis.

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Cov peev txheej kev lag luam qhia tau hais tias ntawm nws lub rooj sib tham ntawm 24th, Sunic System tau txiav txim siab los tsim lub Hoobkas tshiab hauv kev lag luam dav dav ntawm Pyeongtaek Naeseong, Kaus Lim Qab Teb. Cov peev nyiaj rau 19 billion yeej (kwv yees li RMB 96.52 lab), suav txog li 41% ntawm lub tuam txhab cov peev txheej. Lub sijhawm nqis peev yuav pib rau 25th ntawm lub hlis tom ntej thiab xav tias yuav xaus rau lub Rau Hli 24, 2026, nrog rau kev tsim kho tiag tiag yuav pib rau thawj ib nrab xyoo tom ntej. Lub Hoobkas tshiab yuav tsim ntau yam khoom siv tom ntej, suav nrog 8.6th-tiam OLED evaporation tshuab, OLEDOS (OLED ntawm Silicon) cov khoom siv, thiab cov khoom siv perovskite.

Cov neeg sab hauv kev lag luam ntseeg tias qhov kev nqis peev no yog txuam nrog kev xav tau thoob ntiaj teb rau cov khoom siv evaporation. Samsung Display tau ua tus thawj coj hauv kev tshaj tawm kev nqis peev hauv 8th-tiam OLEDs rau IT daim ntawv thov; Tsis ntev tom qab ntawd, cov tuam txhab loj loj xws li BOE, Visionox, thiab TCL Huaxing kuj tau nthuav tawm lawv cov phiaj xwm peev rau 8th tiam OLEDs. Yog li ntawd, Sunic System tau pom tias ua kev npaj ua ntej kom muaj peev xwm tsim tau rau cov khoom siv evaporation. Tsis tas li ntawd, xav txog BOE qhov kev nqis peev thib ob hauv 8.6th-tiam OLEDs thiab qhov muaj peev xwm txais yuav ntawm Fine Metal Mask (FMM) thev naus laus zis los ntawm Visionox, Sunic System qhov kev txiav txim siab tseem qhia txog nws txoj kev ntseeg siab hauv kev txiav txim yav tom ntej.

Kang Min-gyu, tus kws tshawb fawb ntawm IBK Investment & Securities, tau hais hauv tsab ntawv tsis ntev los no: "Los ntawm qhov kev nqis peev no, Sunic System yuav tau txais lub peev xwm los tsim 4 lub tshuab evaporation loj txhua xyoo.

Nws ntxiv tau sau tseg tias lub ntiaj teb nthuav dav lub voj voog ntawm vaj huam sib luag cov tuam txhab '8th-tiam ntau lawm kab tau nrawm dua. "Samsung Display yog thawj tus txiav txim siab nthuav dav 32K-teev IT OLED cov kab ntau lawm, ua raws li BOE thiab Visionox, uas tau xaiv rau 32K-scale expansions, thiab TCL Huaxing, uas txiav txim siab ntawm 22.5K-scale expansion."

Kev lag luam kev nyab xeeb qhov kev cia siab rau Sunic System kev txhim kho kev ua tau zoo kuj tseem nce ntxiv. Raws li cov ntaub ntawv los ntawm tuam txhab nyiaj txiag FnGuide, Sunic System cov nyiaj tau los ntawm kev ua haujlwm nyob rau hauv peb lub hlis twg ntawm lub xyoo no yuav tsum ncav cuag 87.9 billion yeej, ib xyoo-rau-xyoo nce ntawm 584%, thaum nws cov txiaj ntsig kev khiav hauj lwm tau kwv yees tig zoo ntawm 13.3 billion won. Rau tag nrho lub xyoo, cov nyiaj tau los yuav tsum tau ntaus 351.4 billion yeej thiab cov nyiaj tau los ntawm kev khiav hauj lwm 57.6 billion yeej, sawv cev rau kev loj hlob txhua xyoo ntawm 211.2% thiab 628.9% feem. Cov nyiaj tau los kuj tau kwv yees kom ncav cuag 60.3 billion yeej, hloov los ntawm kev poob xyoo tas los mus rau cov nyiaj tau los.

Tsis tas li ntawd, ib qho kev lag luam sab hauv tau hais tias: "Txawm hais tias lub hauv paus ntawm lub Hoobkas tshiab kev nqis peev no yog 8.6th-tiam OLED evaporation tshuab, lub hom phiaj dav dua yog kom nthuav dav tag nrho cov peev txheej, tsis yog txwv nws rau cov cuab yeej tshwj xeeb. Txij li lub Hoobkas yuav them rau 6th tiam OLEDs, OLEDoS, thiab cov khoom siv perovskite, nws tuaj yeem pom qhov kev txiav txim siab yav tom ntej. kev txiav txim, thiab cov neeg siv khoom kuj xav kom ntseeg tau tias muaj peev xwm tsim tau txaus los ua kom tiav cov kev txiav txim - yog li kev nthuav dav yuav muaj txiaj ntsig zoo. "