政策支持+苹果战略牵引京东方或将订购8.6代OLED产线3、4期设备！

Semi Display

09/25

Semi Display / 9月24日韩媒消息，京东方(BOE)有意进一步推进8.6代OLED生产线的扩建工作。在已公布的第一至第二期(总规模630亿元人民币，约11万亿韩元)投资正在进行的同时，京东方或正在重新讨论是否推进此前普遍认为很有可能被搁置的第三至第四期生产线的动向。随着政府的政策支持与苹果公司的中国战略相结合，京东方在OLED市场正在进一步发力。京东方OLED面板产线内部（图片来源：...

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9月24日韩媒消息，京东方(BOE)有意进一步推进8.6代OLED生产线的扩建工作。在已公布的第一至第二期(总规模630亿元人民币，约11万亿韩元)投资正在进行的同时，京东方或正在重新讨论是否推进此前普遍认为很有可能被搁置的第三至第四期生产线的动向。随着政府的政策支持与苹果公司的中国战略相结合，京东方在OLED市场正在进一步发力。京东方OLED面板产线内部（图片来源：ChosunBiz）韩显示业界24日消息，京东方正在四川省成都建设8.6代AMOLED生产线。最初公布的总投资规模约为630亿元人民币(约11万亿韩元)，计划建设第一至第二期，确保达到每月3.2万片(以2290×2620㎜为基准)的生产能力。目前，第一期(1-2号线)和第二期(3-4号线)的建设正在依次进行。特别是，围绕第二期是否启动，此前因外部环境因素，多数预测其将被搁置，但最近据悉公司内部正在探讨推进的可能性。一位韩业界相关人士表示：“仅靠1-2号线也能满足初期的产能目标，但如果继续推进到3-4号线，则可更好地应对中国大陆市场的内需和苹果的需求。”据悉，8.6代OLED原本是为笔记本电脑、平板电脑等IT设备优化的生产线。不过，业界一部分人持续提出“京东方正在探讨将部分产能应用于智能手机”的可能性。韩媒表示，这是一个与苹果iPhone中国内需供货量相关联的情景。实际上，业界分析认为，苹果可能会将其在中国国内销售的部分产品，从全球主供应链转为由京东方的供应链供应。不过，也有评价认为这与美国国际贸易委员会(ITC)的商业秘密侵权诉讼没有直接关联，因此初期的应用范围很可能以中国内需为中心。韩媒强调，京东方可以说已经具备了减轻短期投资回收负担，并基于政府补贴继续进行激进扩建的环境。在此之上，与苹果计划将中国内需供货量作为独立供应链运营的战略相结合，对京东方来说更为有利。韩业界相关人士表示：“如果京东方能拿下苹果的内需订单，就能维持全球品牌的背书，同时对扩大中国市场占有率也更为有利。”事实上，如果京东方的投资得以实现，全球OLED供应链的重组将不可避免。目前，高端市场暂由三星显示和LG Display主导，但如果京东方以8.6代OLED为基础，同时发力IT和移动设备两大领域，对其他厂商的竞争压力必然会加大。特别是，如果面向苹果的供货量在一定程度上成为现实，那么三星和LG Display以北美为中心的供应链与京东方以中国内需为中心的供应链，很可能会固化为“双轨制”体系。这已不再是单纯一家公司的扩建问题，而是改变全球OLED版图的结构性变化。韩业界相关人士预测：“如果三星和LG Display不能持续进行技术差异化和强化高端产品线，那么守住市场份额将并非易事。”声明：本文系根据相关网络内容编辑整理所得，我方仅为分享与讨论，不代表我方赞成或认同，如有异议，侵权欢迎联系我们更正、删除！商务合作：联系电话：13051027259/微信号：kayleighpark相关链接：BOE, 8.6세대 OLED 3~4라인 발주 착수…中 내수·애플 물량 겨냥 '승부수'https://www.ddaily.co.kr/page/view/2025092415281237896","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"}}}

政策支持+苹果战略牵引 京东方或将订购8.6代OLED产线3、4期设备！

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政策支持+苹果战略牵引京东方或将订购8.6代OLED产线3、4期设备！