Raws li cov xov xwm Kaus Lim Qab Teb tshaj tawm rau lub Cuaj Hlis 30, Sunic System yuav nce nws lub peev xwm tsim khoom rau cov khoom siv evaporation kom haum rau kev nthuav dav ntawm 8.6th-tiam OLED kev lag luam - ib ntu uas pom tias yog tiam tom ntej organic light-emitting diode (OLED) thev naus laus zis.

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Cov peev txheej kev lag luam qhia tias ntawm nws lub rooj sib tham ntawm pawg thawj coj saib xyuas hnub tim 24, Sunic System tau txiav txim siab los tsim lub Hoobkas tshiab hauv Pyeongtaek Naeseong, Kaus Lim Qab Teb. Kev nqis peev yog 19 billion won (kwv yees li RMB 96.52 lab), uas yog kwv yees li 41% ntawm lub tuam txhab cov peev txheej. Lub sijhawm nqis peev yuav pib rau hnub tim 25 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 ntawm xyoo tom ntej. Lub Hoobkas tshiab yuav tsim ntau yam khoom siv tiam tom ntej, suav nrog 8.6th-tiam OLED evaporation tshuab, OLEDoS (OLED ntawm Silicon) cov khoom siv, thiab cov khoom siv perovskite-cuam tshuam.

Cov neeg sab hauv kev lag luam ntseeg tias qhov kev nqis peev no yog khi rau qhov kev thov 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 chaw tsim khoom vaj huam sib luag loj xws li BOE, Visionox, thiab TCL Huaxing kuj tau tshaj tawm lawv cov phiaj xwm nqis peev rau 8th-tiam OLEDs. Yog li ntawd, Sunic System tau pom tias ua kev npaj ua ntej kom ruaj ntseg lub peev xwm tsim khoom rau cov khoom siv evaporation. Tsis tas li ntawd, xav txog BOE qhov kev nqis peev theem ob hauv 8th-tiam OLEDs thiab qhov muaj peev xwm siv Fine Metal Mask (FMM) technology los ntawm Visionox, Sunic System qhov kev txiav txim siab kuj qhia txog nws txoj kev ntseeg siab rau cov xaj yav tom ntej.

Kang Min-gyu, tus kws tshawb fawb ntawm IBK Investment & Securities, tau hais hauv ib daim 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 uas tsim tau ntau heev txhua xyoo. Cov tshuab evaporation uas tsim tau ntau heev feem ntau ntsuas ntau kaum meters hauv qhov loj me, yog li lub Hoobkas tshwj xeeb yog qhov tseem ceeb kom ntseeg tau tias muaj kev tsim khoom ruaj khov."

Nws ntxiv hais tias lub voj voog nthuav dav thoob ntiaj teb ntawm cov chaw tsim khoom vaj huam sib luag '8th-tiam kab ntau lawm tab tom nrawm dua. "Samsung Display yog thawj tus txiav txim siab txog kev nthuav dav 32K-scale IT OLED kab ntau lawm, ua raws li BOE thiab Visionox, uas tau xaiv rau 32K-scale nthuav dav, thiab TCL Huaxing, uas tau txiav txim siab rau 22.5K-scale nthuav dav."

Kev cia siab ntawm kev lag luam kev ruaj ntseg rau Sunic System txoj kev ua tau zoo dua kuj nce ntxiv. Raws li cov ntaub ntawv los ntawm lub tuam txhab cov ntaub ntawv nyiaj txiag FnGuide, Sunic System cov nyiaj tau los ntawm kev ua haujlwm hauv peb lub hlis twg ntawm lub xyoo no yuav ncav cuag 87.9 billion won, nce ntxiv txhua xyoo ntawm 584%, thaum nws cov nyiaj tau los ntawm kev ua haujlwm kwv yees tias yuav tig mus rau qhov zoo ntawm 13.3 billion won. Rau tag nrho lub xyoo, cov nyiaj tau los yuav ncav cuag 351.4 billion won thiab cov nyiaj tau los ntawm kev ua haujlwm 57.6 billion won, sawv cev rau kev loj hlob txhua xyoo ntawm 211.2% thiab 628.9% feem. Cov nyiaj tau los tag nrho kuj kwv yees tias yuav ncav cuag 60.3 billion won, hloov pauv ntawm kev poob xyoo tas los mus rau qhov nyiaj tau los.

Tsis tas li ntawd xwb, ib tug neeg sab hauv kev lag luam tau hais tias: "Txawm hais tias lub hauv paus ntawm kev nqis peev tshiab no yog 8.6-tiam OLED evaporation tshuab, lub hom phiaj dav dua yog kom nthuav dav tag nrho cov peev xwm tsim khoom, tsis yog tsuas yog txwv rau cov khoom siv tshwj xeeb xwb. Txij li thaum lub Hoobkas yuav npog 6th-tiam OLEDs, OLEDoS, thiab cov khoom siv perovskite, nws tuaj yeem pom tias yog kev npaj rau kev loj hlob ntawm kev txiav txim yav tom ntej. Qhov kev txiav txim siab no qhia tau tias lub tuam txhab ntseeg siab rau cov xaj yav tom ntej, thiab cov neeg siv khoom kuj xav kom ntseeg tau tias muaj peev xwm tsim khoom txaus los ua tiav cov xaj - yog li kev nthuav dav peev xwm yuav muaj qhov cuam tshuam zoo."