2025鍚堣偉椤ず琛屾キ(y猫)浜烘墠瓒ㄥ嫝(sh矛)锛氬緸闈㈡澘鍒版潗鏂欑殑鍏ㄩ張姊濋渶姹傗�斺�斿皻璩㈤仈(d谩)鐛甸牠鍏徃娣卞害鍒嗘瀽
鐧�(f膩)甯冩檪(sh铆)闁擄細2025-12-05
浣滅偤鍦嬪収(n猫i)椤ず鐢�(ch菐n)妤�(y猫)鐨勯噸瑕佸熀鍦帮紝鍚堣偉宸插舰鎴愪互闈㈡澘鍒堕�犵偤鏍稿績銆佹潗鏂欒垏瑁濆倷鍗�(xi茅)鍚岀櫦(f膩)灞曠殑瀹屾暣鐢熸厠(t脿i)閺�銆傞毃钁�OLED銆�Mini/Micro LED銆佹煍鎬ч’绀�銆佹柊鍨嬪崐灏�(d菐o)楂旀妧琛�(sh霉)鎸佺簩(x霉)绐佺牬锛�2025骞寸殑鍚堣偉椤ず琛屾キ(y猫)姝ｅ湪閫�(j矛n)鍏�“鎶�琛�(sh霉)杩唬+鐢�(ch菐n)妤�(y猫)鎿�(ku貌)寮�”鐨勫姞閫熸湡銆傚皻璩㈤仈(d谩)鐛甸牠鍩轰簬閬庡幓涓�骞村湪椤ず鍒堕��銆佹ā绲勩�佹潗鏂欑鐨勯爡(xi脿ng)鐩暩(sh霉)鎿�(j霉)锛岀偤浼佹キ(y猫)鍛堢従(xi脿n)鏈�鐪熷(sh铆)鐨勪汉鎵嶈定鍕�(sh矛)鍒ゆ柗銆�
涓�銆佸悎鑲ラ’绀虹敘(ch菐n)妤�(y猫)閫�(j矛n)鍏�“鍏ㄩ潰鍗囩礆(j铆)鏈�”
2025骞村憟鐝�(xi脿n)涓夊ぇ闂�(gu膩n)閸佃定鍕�(sh矛)锛�
1. 闈㈡澘寤犳摯(ku貌)鐢�(ch菐n)鑸囩祼(ji茅)妲�(g貌u)鍗囩礆(j铆)骞惰
· OLED銆�LTPO銆佽粖杓夐’绀虹瓑鏂扮窔鎸佺簩(x霉)鎶曡硣锛�
· 澶у昂瀵搁浕瑕�銆�IT椤ず绌�(w臎n)瀹氬闀�锛�
· 杌婅級锛嬪晢鐢ㄩ’绀洪渶姹傞暦鏈熷挤(qi谩ng)鍕�銆�
2. 鏉愭枡绔揩閫熷湅鐢�(ch菐n)鍖栵紝浜烘墠闇�姹傛槑椤摯(ku貌)瀹�
鍚堣偉鍚稿紩澶氬鍏夊(xu茅)鑶�銆佸亸鍏夌墖銆佺幓鐠冨熀鏉裤�侀洟瀛愭恫銆�OLED鐧�(f膩)鍏夋潗鏂欑瓑浼佹キ(y猫)甯冨眬锛屼腑楂樼鏉愭枡鐮旂櫦(f膩)鍜屽伐钘濆伐绋嬪斧闇�姹傞鍗�銆�
3. 瑷�(sh猫)鍌�銆佹娓�(c猫)鍎�鍣�銆佹湰鍦颁緵鎳�(y墨ng)閺堝姞閫熼泦鑱�
妾㈡脯(c猫)瑷�(sh猫)鍌�銆佽布鍚堣ō(sh猫)鍌�銆�AOI銆侀粸(di菐n)鑶犵瓑鏈湴鍖栬定鍕�(sh矛)鏄庨’锛屽付鍕�(d貌ng)瑁濆倷鍒堕�犲伐绋嬪斧缂哄彛鍔犲ぇ銆�
浜屻��2025鍏ㄩ張姊濅汉鎵嶉渶姹傚湴鍦栵紙鏍稿績宕椾綅鎷嗚В锛�
锛堜竴锛夐潰鏉垮埗閫犵锛�TFT/OLED/娑叉櫠锛�
闇�姹傞泦涓害锛�鈽呪槄鈽呪槄鈽�
绶婄己宕椾綅锛�
· 闈㈡澘宸ヨ棟宸ョ▼甯紙CF/Array/Cell/Module锛�
· 瑷�(sh猫)鍌欏伐绋嬪斧锛堝厜鍒�銆佹洕鍏夈�佽捀閸�銆佹秱甯�銆佹哀鍖栵級
· 鑹巼宸ョ▼甯�銆佽唱(zh矛)閲忛珨绯昏矤(f霉)璨�(z茅)浜�
· 椤ず绠楁硶宸ョ▼甯紙浜害銆佽壊褰�銆�Gamma銆佽(b菙)鍎燂級
**闇�姹傚師鍥狅細**鍚堣偉寤犵窔楂樼瘈(ji茅)鎷嶇敓鐢�(ch菐n)锛嬫柊鐢�(ch菐n)鍝佽凯浠ｉ�熷害蹇紝灏�(du矛)“鐔熺反宸ョ▼甯�”闇�姹傚挤(qi谩ng)鐑�銆�
锛堜簩锛夋ā绲�/鏁存(j墨)绔紙杌婅級銆佸晢椤�銆佹櫤鑳界祩绔級
闇�姹傞泦涓害锛�鈽呪槄鈽呪槄鈽�
绶婄己宕椾綅锛�
· 绲�(ji茅)妲�(g貌u)宸ョ▼甯紙ODM/OEM锛�
· 鏉愭枡宸ョ▼甯紙鑶犳按銆佸厜瀛�(xu茅)鏉愭枡銆佹摯(ku貌)鏁ｇ墖绛夛級
· 椤ず瑾�(di脿o)鏍″伐绋嬪斧
· 闋�(xi脿ng)鐩稉(j墨ng)鐞嗭紙鎳傚伐钘濓紜鎳備緵鎳�(y墨ng)閺堬級
瓒ㄥ嫝(sh矛)锛�
杌婅級椤ず鎴愮偤鏈�澶у閲�锛�TP銆佽Ц椤ず涓�楂斿寲宸ョ▼甯渶姹傚揩閫熶笂鍗�銆�
锛堜笁锛夐’绀烘潗鏂欑锛堝亸鍏夌墖/鍏夊(xu茅)鑶�/OLED鏉愭枡/鐜荤拑鍩烘澘锛�
闇�姹傞泦涓害锛�鈽呪槄鈽呪槄鈽�锛�2025鏈�绶婄己璩介亾锛�
鍏稿瀷宕椾綅锛�
· 鍏夊(xu茅)鑶滅爺鐧�(f膩)宸ョ▼甯�
· 娑傚竷宸ヨ棟宸ョ▼甯�
· 鍋忓厜鐗囧伐钘�/瑷�(sh猫)鍌欏伐绋嬪斧
· OLED鏉愭枡鐮旂櫦(f膩)宸ョ▼甯紙鐧�(f膩)鍏夊堡銆侀浕瀛愬堡銆佺┖绌村堡锛�
· 鍖栧(xu茅)鍚堟垚宸ョ▼甯�
瓒ㄥ嫝(sh矛)鐗瑰緛锛�
鍦嬬敘(ch菐n)鍖栨浛浠ｅ付渚�“鎸佺簩(x霉)鎬х敤浜虹己鍙�”锛岄珮绔寲瀛�(xu茅)椤炰汉鎵嶄緵绲︽槑椤笉瓒�銆�
锛堝洓锛夎鍌欑锛堣布鍚�銆佹娓�(c猫)銆佸厜鍒�銆�AOI锛�
闇�姹傞泦涓害锛�鈽呪槄鈽呪槅鈽�
鍏稿瀷宕椾綅锛�
· 姗�(j墨)姊板伐绋嬪斧
· 鑷嫊(d貌ng)鍖栧伐绋嬪斧
· 瑾�(di脿o)瑭﹀伐绋嬪斧
· 闆绘埃宸ョ▼甯�
· 鎺у埗绯荤当(t菕ng)宸ョ▼甯�
瑁濆倷鏈湴鍖栫巼鎻愬崌锛屼娇**“鑳借窇鐝�(xi脿n)鍫�(ch菐ng)”锛�“鎳傞’绀哄伐钘�”鐨勫伐绋嬪斧鍍�(ji脿)鍊兼寔绾�(x霉)涓婂崌**銆�
涓夈��2025浜烘墠渚涢渶绶婄己搴︽帓琛岋紙鍚堣偉椤ず琛屾キ(y猫)锛�
鏍规摎(j霉)浼佹キ(y猫)闇�姹�銆佸�欓伕浜烘暩(sh霉)閲�銆佷氦浠橀洠搴︾稖鍚堝緱鍒嗭細
|
鎺掑悕
|
宕椾綅
|
绶婄己鍘熷洜
|
|
Top 1
|
OLED宸ヨ棟宸ョ▼甯�
|
鐢�(ch菐n)绶氱█缂恒�佽妤�(y猫)閫�(j矛n)鍏ラ珮澧為暦鍛ㄦ湡
|
|
Top 2
|
鍏夊(xu茅)鑶�/鍋忓厜鐗囧伐钘濆伐绋嬪斧
|
鍦嬬敘(ch菐n)鍖栨浛浠ｏ紜鏈湴渚涙噳(y墨ng)閺堝揩閫熸摯(ku貌)寮�
|
|
Top 3
|
瑷�(sh猫)鍌欏伐绋嬪斧锛堝厜鍒�/钂搁崓锛�
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灏堟キ(y猫)鎬у挤(qi谩ng)銆佸京(f霉)鍚堟妧鑳借姹傞珮
|
|
Top 4
|
椤ず绠楁硶宸ョ▼甯�
|
闇�姹傚閫熼珮锛屼緵绲︽サ灏�
|
|
Top 5
|
杌婅級椤ず闋�(xi脿ng)鐩稉(j墨ng)鐞�
|
鎳傛暣姗�(j墨)銆佹噦宸ヨ棟鐨勫京(f霉)鍚堝瀷浜烘墠绋�缂�
|
鍥�銆佽柂閰定鍕�(sh矛)锛氭潗鏂欑婕插箙闋�(l菒ng)鍏堬紝绠楁硶宕楁寔绾�(x霉)婧㈠児(ji脿)
浠ヤ笅鐐�2025鍚堣偉椤ず琛屾キ(y猫)鏍稿績宕椾綅钖叕鍗�(q奴)闁擄紙骞磋柂绋呭墠锛夛細
锛堜竴锛夐潰鏉跨
|
宕椾綅
|
骞磋柂鍗�(q奴)闁�
|
鍚屾瘮瓒ㄥ嫝(sh矛)
|
|
椤ず宸ヨ棟宸ョ▼甯�
|
18–35钀�
|
↑5–8%
|
|
鍏夊埢/钂搁崓宸ョ▼甯�
|
25–45钀�
|
↑8–12%
|
|
鑹巼/璩�(zh矛)閲忓伐绋嬪斧
|
22–40钀�
|
鎸佸钩
|
锛堜簩锛夋潗鏂欑锛堝亸鍏夌墖/鍏夊(xu茅)鑶�/OLED鏉愭枡锛�
|
宕椾綅
|
骞磋柂鍗�(q奴)闁�
|
鍚屾瘮瓒ㄥ嫝(sh矛)
|
|
鍏夊(xu茅)鏉愭枡鐮旂櫦(f膩)
|
28–55钀�
|
↑10–15%
|
|
OLED鏉愭枡鍚堟垚宸ョ▼甯�
|
30–60钀�
|
↑10–18%
|
|
娑傚竷宸ヨ棟宸ョ▼甯�
|
22–40钀�
|
↑8–12%
|
鏉愭枡鏂瑰悜钖叕婕插箙鐐哄叏琛屾キ(y猫)涔嬫渶銆�
锛堜笁锛夋ā绲勮垏绲傜
|
宕椾綅
|
骞磋柂鍗�(q奴)闁�
|
瓒ㄥ嫝(sh矛)
|
|
绲�(ji茅)妲�(g貌u)宸ョ▼甯�
|
20–38钀�
|
↑5%
|
|
瑙告帶宸ョ▼甯紙TP锛�
|
22–42钀�
|
↑6–10%
|
|
杌婅級闋�(xi脿ng)鐩稉(j墨ng)鐞�
|
35–60钀�
|
↑8–12%
|
锛堝洓锛夌畻娉曡垏绯荤当(t菕ng)椤�
|
宕椾綅
|
骞磋柂鍗�(q奴)闁�
|
瓒ㄥ嫝(sh矛)
|
|
椤ず绠楁硶宸ョ▼甯�
|
30–55钀�
|
↑10–15%
|
|
鍦栧儚璩�(zh矛)閲忥紙IQ锛夊伐绋嬪斧
|
28–50钀�
|
↑10%
|
绠楁硶椤炲礂浣嶅憟鐝�(xi脿n)鏄庨’婧㈠児(ji脿)锛屼笖浼佹キ(y猫)鏁撮珨鎷涜仒鎰忔効寮�(qi谩ng)鐑�銆�
浜斻�佷紒妤�(y猫)鎷涗笉鍒颁汉鐨勪笁澶ф牳蹇冨師鍥�
1. 琛屾キ(y猫)杩唬澶揩锛屼汉鎵嶅劜(ch菙)鍌欏毚(y谩n)閲嶆化鍚�
灏ゅ叾鏄�OLED銆�Micro LED宸ョ▼甯�銆�
2. 鏉愭枡琛屾キ(y猫)“楂橀杸妾伙紜寰�(f霉)鍚堣姹�”锛屾湰鍦板煿椁�(y菐ng)楂旂郴涓嶈冻
鍖栧(xu茅)銆佹潗鏂欑瀛�(xu茅)鑳屾櫙鐨勫伐绋嬪斧娴佸悜涓�绶氬煄甯傚眳澶�銆�
3. 瑁濆倷椤炰汉鎵嶉渶瑕佸ぇ閲忕従(xi脿n)鍫�(ch菐ng)缍�(j墨ng)椹�(y脿n)锛屽煿椁�(y菐ng)鍛ㄦ湡闀�
灏�(d菐o)鑷翠紒妤�(y猫)鍗充究鎻愰珮钖叕浠嶇(j矛ng)鐖�(zh膿ng)婵�鐑�銆�
鍏�銆�2025浼佹キ(y猫)鐢ㄤ汉绛栫暐寤鸿锛堝熀浜庣嵉闋爡(xi脿ng)鐩稉(j墨ng)椹�(y脿n)锛�
1. 鎻愬墠鍎�(ch菙)鍌欙細鏍稿績宕椾綅闇�鎻愬墠3–6鍊�(g猫)鏈堝竷灞�
灏ゅ叾鏄�OLED宸ヨ棟銆佸厜瀛�(xu茅)鑶滃伐钘濄�佺畻娉曢銆�
2. 鍗�(q奴)鍩熷寮曟墠锛氬悎鑲ュ皪(du矛)铇囧窞銆佷笂娴烽’绀鸿妤�(y猫)浜烘墠鍚稿紩鍔涙鍦ㄦ彁鍗�
“鍥炴祦”鎴愮偤鏄庨’瓒ㄥ嫝(sh矛)銆�
3. 寤虹珛宸ヨ棟/瑷�(sh猫)鍌欏伐绋嬪斧姊殜(du矛)锛屾笡灏戝柈榛�(di菐n)渚濊炒
灏�(du矛)鎳�(y墨ng)灏�(du矛)鐢�(ch菐n)绶氳(di脿o)鏁村挨鐐洪棞(gu膩n)閸�銆�
4. 鍦ㄦ潗鏂欐柟鍚戝姞澶х爺鐧�(f膩)婵�鍕�(l矛)鑸囨檳鍗囬�氶亾
鎻愰珮鐣欐墠鐜�銆佹笡灏戣烦妲介ⅷ(f膿ng)闅�(xi菐n)銆�
涓�銆佸皻璩㈤仈(d谩)鐛甸牠鍦ㄥ悎鑲ラ’绀鸿妤�(y猫)鐨勫皥妤�(y猫)鑳藉姏
鎴戝�戦暦鏈熸湇鍕�(w霉)浜庨’绀�/鍗婂皫(d菐o)楂�/鏉愭枡琛屾キ(y猫)锛屽叿鍌欙細
· 瀹屾暣椤ず琛屾キ(y猫)浜烘墠搴紙OLED銆�LCD銆�Mini/Micro LED锛�
· 鏉愭枡绔腑楂樼浜烘墠锛堝亸鍏夌墖銆佸厜瀛�(xu茅)鑶�銆�OLED鏉愭枡锛�
· 瑁濆倷銆佹ā绲�銆佹暣姗�(j墨)鍒版潗鏂欑殑鍏ㄩ張姊濆皨瑷兘鍔�
· 2024–2025骞村悎鑲ュ湴鍗�(q奴)鑱蜂綅浜や粯鎴愬姛鐜� 瓒呴亷82%
鍙偤浼佹キ(y猫)鎻愪緵锛�
宕椾綅鐣儚锝滆柂閰牨(b脿o)鍛婏綔浜烘墠鍦板湒锝滄嫑鑱樺鍖咃紙RPO锛夛綔瀹氬悜鎸栫嵉
绺界祼(ji茅)
2025骞�锛屽悎鑲ラ’绀鸿妤�(y猫)姝ｅ緸“闈㈡澘鍒堕�犱腑蹇�”鍏ㄩ潰閭佸悜“鏉愭枡锛嬭鍌欙紜绲傜”鐨勫叏閺堟鐢�(ch菐n)妤�(y猫)鐢熸厠(t脿i)銆傛妧琛�(sh霉)鍗囩礆(j铆)瓒婂揩锛屼汉鎵嶇己鍙ｈ秺澶�銆傝鑳芥洿鏃╅帠瀹氭牳蹇冨伐绋嬪斧锛岃灏辫兘鍦ㄩ’绀虹敘(ch菐n)妤�(y猫)鐨勪笅涓�杓(j矛ng)鐖�(zh膿ng)涓崰鎿�(j霉)涓诲嫊(d貌ng)銆�